List of Financial planners in Australia
Australia has 8,860 Financial planners in this dataset, last verified September 29, 2026. Victoria leads with 3,716, ahead of New South Wales (2,852) and Western Australia (2,163). The top three hold 99% of all records, leaving 1.5% spread across the other 5 states.
Email coverage is solid for Financial planners: 3,466 records (39.1%) include an email address alongside 8,607 (97.1%) with a phone number, and 3,401 carry both for multi-channel outreach.
72.9% of Financial planners in Australia maintain a website. The 2,398 that don't are a ready-made prospect list for web design and local SEO agencies. Of the websites on record, 1,516 (23%) include a contact page URL.
51% of Financial planners carry Google ratings, and among rated businesses 85% hold a 5-star average, a heavily skewed distribution typical of small operators with few reviews. The 210 businesses rated 1 to 2 stars are candidates for reputation management outreach.
Social Media Reach
1,991
1,072
2,009
622
YouTube
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Financial planners List in Australia
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Owen Partners | Address | Kew | Victoria | Australia | Email | Phone | 14 | 5 | — | — | — | — | ||
 | Figtree Group | Address | West Gosford | New South Wales | Australia | Email | Phone | 4 | 3 | — | |||||
 | Demal George, Mortgage Broker - Smartfinn Advisors | Address | Baulkham Hills | New South Wales | Australia | Email | Phone | 119 | 5 | — | — | ||||
Rural Financial Counselling Service Cowra | Address | Cowra | New South Wales | Australia | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Rapid Finance | Address | Truganina | Victoria | Australia | Email | Phone | 848 | 4.8 | — | |||||
Wheeler Financial | Address | Tullamarine | Victoria | Australia | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Cremorne Capital Limited | Address | Cremorne | Victoria | Australia | Email | Phone | 1 | 1 | — | — | — | — | |||
 | Mandate Financial Planning | Address | Canterbury | Victoria | Australia | Email | Phone | 1 | 5 | — | — | — | — | ||
 | ATP Group Pty Ltd. | Address | North Parramatta | New South Wales | Australia | Email | Phone | 9 | 4 | — | — | — | — | ||
 | D&M Financial Services | Address | Beaconsfield | Victoria | Australia | Email | Phone | 0 | 0 | — | — | — | — | ||
Libertas Financial Planning | Address | The Rocks | New South Wales | Australia | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Shadforth Financial Group | Address | Melbourne | Victoria | Australia | Email | Phone | 82 | 5 | — | — | — | — | ||
BRW Financial Group | Address | Edgecliff | New South Wales | Australia | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Odyssey Financial Management | Address | Manly | New South Wales | Australia | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Steven Boyce | Address | West Perth | Western Australia | Australia | Email | Phone | — | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 8,860 records with complete field coverage.
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8,860 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial planners across different territories
What You Can Do with the List of Financial planners in Australia
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 8,860 Financial planners in Australia, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Australia
Each of these buyers can work the 8,860 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 8,860 Financial planners in Australia.
- 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, Email and Facebook Outreach in Australia
Start with the 3,401 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (8,607): 97.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (3,466): 39.1% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (1,991): 22.5% have a Facebook page, a further channel when calls and emails go unanswered.
- 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 Australia
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (2,398): 27% of Financial planners in Australia have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (210): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (6,869): 78% have no Facebook page on record, an opening for social media management agencies.
Plan Sales Territories Across Australia
Australia spreads its 8,860 Financial planners across 8 states, so split the list before assigning reps:
- Priority states: Victoria and New South Wales hold 74% of all records, a natural first territory for field or regional reps.
- Territory mapping: records include latitude and longitude, so you can plot Financial planners by state, draw territories and balance accounts between reps.
- Market sizing: compare state and city counts to size demand before launching a product or opening a new region.
Data Coverage for Financial planners in Australia
8,860 records · verified September 29, 2026
- Phone numbers
- 8,607
- Email addresses
- 3,466
- Phone and email
- 3,401
- Websites
- 6,462
Google ratings· 4,534 rated (51%)
85% hold 5 stars
- 1-star rated
- 150
- 3.3% of rated
- 2-star rated
- 60
- 1.3% of rated
- 3-star rated
- 230
- 5.1% of rated
- 4-star rated
- 232
- 5.1% of rated
- 5-star rated
- 3,862
- 85.2% of rated
Social profiles:
- LinkedIn:2,009· 22.7%
- Facebook:1,991· 22.5%
- Instagram:1,072· 12.1%
- YouTube:622· 7%
- X (Twitter):454· 5.1%
Financial planners in Australia are a mixed-channel, LinkedIn-heavy market: 97.1% list a phone number and 39.1% publish an email. Among 4,534 rated Financial planners, 85% 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 Australia
Everything you need to know about our financial planners database for Australia: data quality, coverage, freshness, pricing, and formats. Last updated September 29, 2026.
How many Financial planners are there in Australia?
There are 8,860 financial planners in Australia in our verified database, as of September 29, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across all 50 US states, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Australia?
This dataset was last updated in September 29, 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 Australia?
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 Australia?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Australia 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 Australia cost?
The complete financial planners leads database for Australia costs $89 as a one-time payment.
You get instant access to all 8,860 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 Australia specifically, a one-time $89 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 Australia 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 Australia have phone numbers?
8,607 financial planners in Australia (97% 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 Australia have email addresses?
3,466 financial planners in Australia (39%) 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 Australia have both a phone number and an email address?
3,401 financial planners in Australia 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 Australia are active on social media?
Social profile coverage for financial planners in Australia: 2,009 on LinkedIn, 1,991 on Facebook, 1,072 on Instagram, 622 on YouTube, 454 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 Australia have a website?
6,462 financial planners in Australia (73%) 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 Australia do not have a website?
2,398 financial planners in Australia 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 Australia?
Rating breakdown for financial planners in Australia: 3,862 with a 5-star rating, 232 with a 4-star rating, 230 with a 3-star rating, 60 with a 2-star rating, 150 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 filter this national Financial planners database by state or city?
Yes. Every record includes state and city fields, so the national file filters instantly in Excel, Google Sheets, or your CRM.
Buying national is usually cheaper than buying several states separately: one file, every US market.
Is the Financial planners contact data in Australia 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.