List of Financial planners in Geelong
Geelong, Victoria, has 180 Financial planners in this dataset, last verified September 20, 2026. Among the 18 Victoria cities we track, it ranks 6th, between Casey (190) and Wyndham (174). Local listings make up 4.8% of all Financial planners in Victoria.
90 Financial planners in Geelong list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 52.8% is in line with the Victoria average (50.6%), and 95% of listings include a phone number.
With 86.7% already online (in line with 87.7% across Victoria), only 24 Financial planners in Geelong lack a website, so site improvements and SEO are the stronger pitch. 105 of their websites list a contact page URL.
91% of the 132 rated Financial planners in Geelong hold a 5-star average, in line with the Victoria figure of 89%. None are rated below 3 stars.
Social Media Reach
87
51
80
16
YouTube
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Financial planners List in Geelong
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
EJM Advice | Address | Geelong | Victoria | Australia | Email | Phone | 132 | 4.9 | — | — | — | — | |||
Income Solutions Financial Planning | Address | Geelong | Victoria | Australia | Email | Phone | 30 | 4.9 | — | — | — | — | |||
Index Wealth - Geelong | Address | Geelong | Victoria | Australia | Email | Phone | 60 | 5 | — | — | — | — | |||
GL Financial Planning | Address | Geelong | Victoria | Australia | Email | Phone | 12 | 5 | — | — | — | — | |||
Barwon Financial Planning | Address | Geelong | Victoria | Australia | Email | Phone | 6 | 4.3 | — | — | |||||
Geelong Wealth Advisers - Financial Adviser in Geelong | Address | Geelong | Victoria | Australia | Email | Phone | 6 | 5 | — | — | |||||
Aussiewide Financial Services Geelong | Address | Geelong | Victoria | Australia | Email | Phone | 1021 | 5 | — | — | — | — | |||
Prospur Financial | Address | Geelong | Victoria | Australia | Email | Phone | 5 | 5 | — | — | |||||
Community Chapman Welsh | Address | Geelong | Victoria | Australia | Email | Phone | 43 | 5 | — | — | |||||
Financial Freedom by Design | Address | Geelong | Victoria | Australia | Email | Phone | 8 | 5 | — | — | — | ||||
Capstone Financial Planning | Address | Geelong | Victoria | Australia | Email | Phone | 1 | 5 | — | — | |||||
Konnect Financial Services | Address | Geelong | Victoria | Australia | Email | Phone | 54 | 5 | — | — | — | ||||
Apt Wealth Partners Geelong | Address | Geelong | Victoria | Australia | Email | Phone | 4 | 4.8 | — | ||||||
Plan and Implement - Financial Planning | Address | Geelong | Victoria | Australia | Email | Phone | — | 2 | 4.5 | — | — | — | — | ||
Wealth Planning Solutions | Address | Geelong | Victoria | Australia | Email | Phone | 1 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 180 records with complete field coverage.
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180 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Geelong
Most popular business categories across Geelong
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Geelong
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 180 Financial planners in Geelong, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Geelong, Victoria
Each of these buyers can work the 180 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 180 Financial planners in Geelong.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Contact Form and Email Outreach in Geelong, Victoria
Start with the 90 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (171): 95% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Website contact forms (105): businesses with a contact page URL give you another way in when no email is listed.
- Email sequences (95): 52.8% of records include an email address, so email can lead the campaign with calls as follow-up.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Geelong, Victoria
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (24): 13% of Financial planners in Geelong have no website on record, a direct prospect list for web designers and local SEO agencies.
- No Facebook page (93): 52% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Geelong
With 180 Financial planners in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 180 Financial planners in Geelong and plan visit days by neighborhood.
- Postal code patches: split Geelong by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 17 other Victoria cities we track are the next step once Geelong accounts are covered.
Data Coverage for Financial planners in Geelong
180 records · verified September 20, 2026
- Phone numbers
- 171
- Email addresses
- 95
- Phone and email
- 90
- Websites
- 156
Google ratings· 132 rated (73%)
91% hold 5 stars
- 1-star rated
- 0
- 0% of rated
- 2-star rated
- 0
- 0% of rated
- 3-star rated
- 5
- 3.8% of rated
- 4-star rated
- 7
- 5.3% of rated
- 5-star rated
- 120
- 90.9% of rated
Social profiles:
- Facebook:87· 48.3%
- LinkedIn:80· 44.4%
- Instagram:51· 28.3%
- X (Twitter):16· 8.9%
- YouTube:16· 8.9%
Financial planners in Geelong are an email-friendly, Facebook-heavy market: 95% list a phone number and 52.8% publish an email. Among 132 rated Financial planners, 91% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Geelong, Victoria
Everything you need to know about our financial planners database for Geelong, Victoria: data quality, coverage, freshness, pricing, and formats. Last updated September 20, 2026.
How many Financial planners are there in Geelong, Victoria?
There are 180 financial planners in Geelong, Victoria in our verified database, as of September 20, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Geelong market for sales prospecting and territory planning.
How up to date is the Financial planners data for Geelong, Victoria?
This dataset was last updated in September 20, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial planners database for Geelong, Victoria?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial planners businesses in Geelong, Victoria?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Geelong, Victoria as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Geelong, Victoria cost?
The complete financial planners leads database for Geelong, Victoria costs $10 as a one-time payment.
You get instant access to all 180 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial planners contacts in Geelong, Victoria specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial planners data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Geelong, Victoria financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial planners in Geelong, Victoria have phone numbers?
171 financial planners in Geelong, Victoria (95% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Geelong, Victoria have email addresses?
95 financial planners in Geelong, Victoria (53%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial planners in Geelong, Victoria have both a phone number and an email address?
90 financial planners in Geelong, Victoria have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial planners in Geelong, Victoria are active on social media?
Social profile coverage for financial planners in Geelong, Victoria: 80 on LinkedIn, 87 on Facebook, 51 on Instagram, 16 on YouTube, 16 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial planners in Geelong, Victoria have a website?
156 financial planners in Geelong, Victoria (87%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Geelong, Victoria do not have a website?
24 financial planners in Geelong, Victoria operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial planners in Geelong, Victoria?
Rating breakdown for financial planners in Geelong, Victoria: 120 with a 5-star rating, 7 with a 4-star rating, 5 with a 3-star rating, 0 with a 2-star rating, 0 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial planners data for all of Victoria or the entire US?
Yes. Beyond Geelong, we offer the complete Financial planners database for Victoria and a national all-50-states version.
If you buy the Geelong list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Geelong, Victoria legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.