Best Financial Planners in Victoria

363 financial planners across Victoria, ranked on evidence rather than advertising.

The short answer

The best financial planners in Victoria, ranked on independent evidence rather than paid placement, are 360 Financial Strategists in Box Hill (5.0 stars from 430 reviews, scored 93 out of 100), Link Wealth Advice in Dandenong (4.9 stars from 340 reviews, scored 91 out of 100), Forward Path Advisory in Melbourne CBD (5.0 stars from 195 reviews, scored 90 out of 100), Financial Foundations Australia in Dandenong (5.0 stars from 147 reviews, scored 89 out of 100) and Paterson Retirement Planning in Melbourne CBD (5.0 stars from 126 reviews, scored 88 out of 100). 363 financial planners in Victoria are listed in total. Placement cannot be bought.

Verified 4 October 2026. Every listing is checked the same way, and a check that has not run is shown as a blank, not a pass. How we rank

259 of 363 independently corroborated · 153 with a confirmed phone number · every check ↓

Showing 1–60 of 363 financial planners in VIC

Ordered by evidence, then by closest match. How this works →

  • 360 Financial Strategists

    Box Hill, VIC

    92.7/100
    5.0from 430 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Free quotes
    • Emergency callouts
    (03) 9427 0855Visit website

  • Link Wealth Advice

    Dandenong, VIC

    91.0/100
    4.9from 340 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (03) 9038 8267Visit website

  • Forward Path Advisory

    Melbourne CBD, VIC

    89.8/100
    5.0from 195 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (03) 9566 7258Visit website

  • Financial Foundations Australia

    Dandenong, VIC

    88.8/100
    5.0from 147 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 1983
    (03) 9793 3722Visit website

  • Paterson Retirement Planning

    Melbourne CBD, VIC

    88.2/100
    5.0from 126 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (03) 9630 0991Visit website

  • YV Financial Services

    Pakenham, VIC

    87.5/100
    5.0from 103 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (03) 5907 9901Visit website

  • Kearney Group Financial Services

    Berwick, VIC

    88.1/100
    5.0from 120 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2020
    (03) 9428 8822Visit website

  • CCA Financial Planners

    Footscray, VIC

    86.9/100
    5.0from 180 reviews
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 1989
    (03) 8651 6555Visit website

  • Consortium Private Wealth

    Horsham, VIC

    86.4/100
    5.0from 156 reviews
    • Website live
    • Phone number matches
    • ABN confirmed
    • Free quotes
    (03) 5382 3460Visit website

  • The Hrkac Group

    Rippleside, VIC

    85.9/100
    4.9from 91 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 1994
    (03) 5224 2366Visit website

  • ProSolution Private Office

    Melbourne CBD, VIC

    86.1/100
    5.0from 74 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 2016
    (03) 8624 4600Visit website

  • Australia Wide Wealth Services

    Footscray, VIC

    85.3/100
    5.0from 62 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2009
    0435 066 270Visit website

  • MAC Financial

    Newtown, VIC

    85.5/100
    5.0from 65 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (03) 5222 6557Visit website

  • Arrow Private Wealth

    Box Hill, VIC

    85.1/100
    4.9from 75 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 1983
    (03) 8696 4133Visit website

  • St Anthony Financial Planning

    Dandenong, VIC

    84.9/100
    5.0from 57 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    0401 324 612Visit website

  • Radiance Wealth

    Glen Waverley, VIC

    84.8/100
    5.0from 56 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (03) 9590 6341Visit website

  • MPFS Private Wealth Pty Ltd

    Berwick, VIC

    84.7/100
    4.9from 68 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2003
    (03) 5976 8500Visit website

  • Committed Financial Planning

    Ringwood, VIC

    84.4/100
    5.0from 51 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    0488 988 399Visit website

  • Rasiah Private Wealth Management

    Melbourne CBD, VIC

    84.0/100
    5.0from 46 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (03) 9829 9116Visit website

  • Angel Advisory

    Melbourne CBD, VIC

    83.8/100
    4.9from 55 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (03) 9087 1015Visit website

  • Rancie Financial

    Melbourne CBD, VIC

    83.6/100
    4.9from 52 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 1999
    (03) 9671 4990Visit website

  • Finwell Group

    Hoppers Crossing, VIC

    83.6/100
    5.0from 42 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (03) 9017 3235Visit website

  • Walker Financial Solutions

    Footscray, VIC

    83.5/100
    5.0from 41 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (03) 9416 3333Visit website

  • Bensons Wealth

    Hoppers Crossing, VIC

    83.8/100
    5.0from 79 reviews
    • Website live
    • Phone number matches
    (03) 9564 7922Visit website

  • Moneyplan Australia (MP)

    Craigieburn, VIC

    83.7/100
    4.9from 54 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 1985
    (03) 9374 1133Visit website

  • Strategic Wealth

    Melbourne CBD, VIC

    83.0/100
    4.9from 45 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2004
    (03) 8610 1777Visit website

  • Partners Wealth Group

    Melbourne, VIC

    84.0/100
    4.9from 304 reviews
    • ABN confirmed
    (03) 8508 7800Visit website

  • Integrity One Wealth Advisers Pty Ltd

    Ringwood, VIC

    82.9/100
    4.9from 44 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (03) 9723 0522Visit website

  • Point 8 Wealth

    Berwick, VIC

    82.9/100
    5.0from 65 reviews
    • Website live
    • Phone number matches
    0423 139 093Visit website

  • Rising Tide Financial Services

    Melbourne, VIC

    83.6/100
    4.9from 550 reviews
      0401 944 713Visit website

    • Annex Wealth

      Melbourne CBD, VIC

      82.6/100
      5.0from 61 reviews
      • Website live
      • Phone number matches
      • ABN confirmed
      (03) 8456 1037Visit website

    • Empower Wealth Advisory

      North Melbourne, VIC

      83.7/100
      4.9from 823 reviews
      • ABN confirmed
      1300 123 842Visit website

    • Frankston Financial Pty Ltd.

      Frankston, VIC

      82.5/100
      4.9from 40 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      • Trading since 1992
      (03) 9781 1888Visit website

    • RGM Financial Group

      Traralgon, VIC

      82.3/100
      4.8from 48 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • Trading since 1980
      (03) 5120 1400Visit website

    • Point B Planning

      Footscray, VIC

      81.9/100
      5.0from 52 reviews
      • Website live
      • Phone number matches
      • ABN confirmed
      • Free quotes
      (03) 9044 1950Visit website

    • Plan4Wealth

      Pakenham, VIC

      81.7/100
      5.0from 49 reviews
      • Website live
      • Phone number matches
      • Trading since 2005
      (03) 5941 5955Visit website

    • Growmore Capital

      Glen Waverley, VIC

      81.9/100
      4.9from 64 reviews
      • Website live
      • Phone number matches
      • Free quotes
      0488 293 852Visit website

    • Multiply Wealth Management

      Werribee, VIC

      81.5/100
      4.9from 59 reviews
      • Website live
      • Phone number matches
      0499 773 318Visit website

    • Burke Britton Financial Partners

      Geelong West, VIC

      82.2/100
      5.0from 148 reviews
      • ABN confirmed
      (03) 5221 7700Visit website

    • Wealthlab - Financial Advisor - Retirement Planning

      Melbourne CBD, VIC

      81.4/100
      4.9from 57 reviews
      • Website live
      • Phone number matches
      • ABN confirmed
      • Trading since 2012
      (03) 4323 2304Visit website

    • AgeWise Financial Planning

      Box Hill, VIC

      81.6/100
      5.0from 27 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      0408 537 061Visit website

    • Wattle Financial Planning

      Footscray, VIC

      81.4/100
      5.0from 26 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      • Free quotes
      0423 192 887Visit website

    • Freedom Financial Planning

      Glen Waverley, VIC

      81.1/100
      5.0from 43 reviews
      • Website live
      • Phone number matches
      • Trading since 2016
      (03) 9542 3200Visit website

    • Freedom Financial Planning

      Dandenong, VIC

      81.0/100
      5.0from 42 reviews
      • Website live
      • Phone number matches
      • Trading since 2016
      (03) 9542 3200Visit website

    • Keep Wealth Partners

      Melbourne CBD, VIC

      81.2/100
      5.0from 25 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • Trading since 2008
      (03) 8610 6396Visit website

    • Crothers and Associates

      Wodonga, VIC

      81.0/100
      4.9from 28 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      (02) 6009 1699Visit website

    • Abound Financial & Lifestyle Planning

      Footscray, VIC

      81.0/100
      5.0from 24 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • Trading since 2004
      (03) 9373 3500Visit website

    • Barwon Finance

      Torquay, VIC

      80.8/100
      5.0from 23 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      0404 713 207Visit website

    • Financial Balance Group Pty Ltd

      Box Hill, VIC

      80.8/100
      5.0from 23 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      0432 673 370Visit website

    • Reventon

      Ballarat, VIC

      81.3/100
      5.0from 863 reviews
      • Independently corroborated
      • Website live
      • Trading since 2005
      • Free quotes
      Visit website

    • Dominium Capital

      Melbourne CBD, VIC

      80.6/100
      5.0from 22 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • Free quotes
      (03) 9607 8294Visit website

    • LifeScope Wealth Advisory Pty Ltd

      Glen Waverley, VIC

      80.6/100
      5.0from 22 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      • Free quotes
      0479 155 444Visit website

    • TruWealth Advice

      Melbourne CBD, VIC

      80.6/100
      5.0from 22 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      • Trading since 2010
      (03) 9097 1613Visit website

    • MoneyRocket Financial Services

      Torquay, VIC

      80.4/100
      5.0from 21 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      0429 446 229Visit website

    • Arbour Wealth

      Frankston, VIC

      80.0/100
      4.9from 41 reviews
      • Website live
      • Phone number matches
      • ABN confirmed
      • Trading since 2012
      (03) 9781 1888Visit website

    • JOURNEYNEST PTY LTD

      Glen Waverley, VIC

      80.2/100
      5.0from 20 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      (03) 7065 1306Visit website

    • Frontier Financial Group

      Melbourne CBD, VIC

      80.2/100
      5.0from 20 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • Trading since 1988
      (03) 9671 4550Visit website

    • Amazon Financial

      Hoppers Crossing, VIC

      80.2/100
      5.0from 20 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      (03) 9974 3000Visit website

    • Unified Wealth

      Gisborne, VIC

      80.2/100
      5.0from 20 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      0494 111 790Visit website

    • Community Chapman Welsh

      Geelong West, VIC

      80.7/100
      5.0from 101 reviews
        (03) 8353 9439Visit website

      Financial Planners by location in VIC

      A shortlist for your own area beats a state-wide ranking. 8 locations have enough financial planners to compare properly.

      What we hold on these 363 businesses. Not the site-wide average — the actual list below.

      corroboration confirmed
      71%corroboration confirmed259 of 36391% of 284 checked
      website confirmed reachable
      67%website confirmed reachable245 of 36390% of 273 fetched
      phone number confirmed
      42%phone number confirmed153 of 36360% of 255 compared
      ABN confirmed
      55%ABN confirmed198 of 363

      Financial Planners in other states

      Nobody on this page paid to be here

      There is no advertising product, no sponsored slot and no way to buy a position. The order comes from the checks described on the method page, applied identically in every category and every location.

      Read the methodReport a problem