List of Financial planners in Victoria
Victoria has 3,716 Financial planners in this dataset, last verified September 20, 2026. That makes it the largest market for Financial planners in Australia, with 42% of the national total, ahead of New South Wales (2,852).
Among cities, Melbourne leads with 337, ahead of Yarra (246) and Knox (225). Together the top three hold 22% of the state total, with the rest spread across smaller cities and towns.
Email reach in Victoria runs well above the national rate: 1,879 Financial planners (50.6%) include an email address, against 39.1% across Australia. 3,605 (97%) list a phone number, and 1,840 carry both.
87.7% of Financial planners in Victoria have a website, above the national average of 72.9%. Only 457 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 2,873 rated Financial planners in Victoria, 89% hold a 5-star average, in line with the national figure of 85%. 53 are rated 1 to 2 stars (1.8% of rated businesses, well below the national 4.6%), a natural shortlist for reputation management and review software.
Social Media Reach
1,565
936
1,344
402
YouTube
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Financial planners List in Victoria
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMD Financial | Address | Melbourne | Victoria | Australia | Email | Phone | 113 | 5 | — | — | |||||
Index Wealth | Address | Melbourne | Victoria | Australia | Email | Phone | 534 | 5 | — | — | — | — | |||
Verse Wealth | Address | Melbourne | Victoria | Australia | Email | Phone | 240 | 5 | — | ||||||
First Financial Melbourne | Address | Melbourne | Victoria | Australia | Email | Phone | 18 | 4.5 | — | — | — | — | |||
Rancie Financial | Address | Melbourne | Victoria | Australia | Email | Phone | 51 | 4.9 | — | ||||||
Forward Path Advisory | Address | Melbourne | Victoria | Australia | Email | Phone | 184 | 5 | — | ||||||
Fortune Wealth Creation Group | Address | Melbourne | Victoria | Australia | Email | Phone | 45 | 4.9 | — | — | — | — | |||
Wealthlab - Financial Advisor - Retirement Planning | Address | Melbourne | Victoria | Australia | Email | Phone | 51 | 4.9 | — | — | |||||
Frontier Financial Group | Address | Melbourne | Victoria | Australia | Email | Phone | 20 | 5 | — | — | |||||
Independent Wealth Partners | Address | Melbourne | Victoria | Australia | Email | Phone | 59 | 4.9 | — | ||||||
Dreamwealth Financial strategists | Address | Melbourne | Victoria | Australia | Email | Phone | 21 | 5 | — | — | — | ||||
Jensen Financial Planning | Address | Melbourne | Victoria | Australia | Email | Phone | 24 | 5 | — | — | — | — | |||
Shadforth Financial Group | Address | Melbourne | Victoria | Australia | Email | Phone | 81 | 5 | — | — | |||||
Collins House | Address | Melbourne | Victoria | Australia | Email | Phone | 32 | 4.4 | — | — | — | — | |||
McQueen Group | Address | Melbourne | Victoria | Australia | Email | Phone | 106 | 4.9 | — |
This is a randomized preview — the full database contains 3,716 records with complete field coverage.
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3,716 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 Victoria
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 3,716 Financial planners in Victoria, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Victoria
Each of these buyers can work the 3,716 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 3,716 Financial planners in Victoria.
- 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 Victoria
Start with the 1,840 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (3,605): 97% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Website contact forms (2,057): businesses with a contact page URL give you another way in when no email is listed.
- Email sequences (1,879): 50.6% 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 Victoria
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (457): 12% of Financial planners in Victoria have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (53): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (2,151): 58% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Victoria
The 3,716 Financial planners in Victoria are spread across 18 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Melbourne, Yarra, Knox, Boroondara and Casey hold 32% of records in Victoria, the biggest clusters for in-person visits.
- Beyond the big cities: 794 records (21%) sit outside the 18 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial planners in Victoria
3,716 records · verified September 20, 2026
- Phone numbers
- 3,605
- Email addresses
- 1,879
- Phone and email
- 1,840
- Websites
- 3,259
Google ratings· 2,873 rated (77%)
89% hold 5 stars
- 1-star rated
- 33
- 1.1% of rated
- 2-star rated
- 20
- 0.7% of rated
- 3-star rated
- 116
- 4% of rated
- 4-star rated
- 139
- 4.8% of rated
- 5-star rated
- 2,565
- 89.3% of rated
Social profiles:
- Facebook:1,565· 42.1%
- LinkedIn:1,344· 36.2%
- Instagram:936· 25.2%
- X (Twitter):422· 11.4%
- YouTube:402· 10.8%
Financial planners in Victoria are an email-friendly, Facebook-heavy market: 97% list a phone number and 50.6% publish an email. Among 2,873 rated Financial planners, 89% 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 Victoria
Everything you need to know about our financial planners database for Victoria: data quality, coverage, freshness, pricing, and formats. Last updated September 20, 2026.
How many Financial planners are there in Victoria?
There are 3,716 financial planners in Victoria in our verified database, as of September 20, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Victoria, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for 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 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 Victoria?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in 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 Victoria cost?
The complete financial planners leads database for Victoria costs $36 as a one-time payment.
You get instant access to all 3,716 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 Victoria specifically, a one-time $36 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 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 Victoria have phone numbers?
3,605 financial planners in Victoria (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 Victoria have email addresses?
1,879 financial planners in Victoria (51%) 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 Victoria have both a phone number and an email address?
1,840 financial planners in 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 Victoria are active on social media?
Social profile coverage for financial planners in Victoria: 1,344 on LinkedIn, 1,565 on Facebook, 936 on Instagram, 402 on YouTube, 422 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 Victoria have a website?
3,259 financial planners in Victoria (88%) 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 Victoria do not have a website?
457 financial planners in 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 Victoria?
Rating breakdown for financial planners in Victoria: 2,565 with a 5-star rating, 139 with a 4-star rating, 116 with a 3-star rating, 20 with a 2-star rating, 33 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 other states or the entire US?
Yes. The national Financial planners database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Victoria first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial planners contact data in 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.