Best Financial Planners in Melbourne
101 businesses in Melbourne, VIC, ordered by the evidence we hold on each one rather than by who paid.
The short answer
The best financial planners in Melbourne, VIC, ranked on independent evidence rather than paid placement, are Forward Path Advisory in Melbourne CBD (5.0 stars from 195 reviews, scored 90 out of 100), Paterson Retirement Planning in Melbourne CBD (5.0 stars from 126 reviews, scored 88 out of 100), ProSolution Private Office in Melbourne CBD (5.0 stars from 74 reviews, scored 86 out of 100), Rasiah Private Wealth Management in Melbourne CBD (5.0 stars from 46 reviews, scored 84 out of 100) and Rancie Financial in Melbourne CBD (4.9 stars from 52 reviews, scored 84 out of 100). 101 financial planners in Melbourne, VIC 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
42 of 101 independently corroborated · 22 with a confirmed phone number · every check ↓
Showing 1–60 of 101 financial planners in Melbourne
Ordered by evidence, then by closest match. How this works →
Narrow this list
Filters apply to the businesses on this page.
Forward Path Advisory
Melbourne CBD, VIC
89.8/1005.0from 195 reviews- Independently corroborated
- Website live
- Phone number matches
Paterson Retirement Planning
Melbourne CBD, VIC
88.2/1005.0from 126 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
ProSolution Private Office
Melbourne CBD, VIC
86.1/1005.0from 74 reviews- Independently corroborated
- Website live
- Phone number matches
- Trading since 2016
Rasiah Private Wealth Management
Melbourne CBD, VIC
84.0/1005.0from 46 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
Rancie Financial
Melbourne CBD, VIC
83.6/1004.9from 52 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
- Trading since 1999
Angel Advisory
Melbourne CBD, VIC
83.8/1004.9from 55 reviews- Independently corroborated
- Website live
- Phone number matches
Strategic Wealth
Melbourne CBD, VIC
83.0/1004.9from 45 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
- Trading since 2004
Partners Wealth Group
Melbourne, VIC
84.0/1004.9from 304 reviews- ABN confirmed
Annex Wealth
Melbourne CBD, VIC
82.6/1005.0from 61 reviews- Website live
- Phone number matches
- ABN confirmed
Wealthlab - Financial Advisor - Retirement Planning
Melbourne CBD, VIC
81.4/1004.9from 57 reviews- Website live
- Phone number matches
- ABN confirmed
- Trading since 2012
Keep Wealth Partners
Melbourne CBD, VIC
81.2/1005.0from 25 reviews- Independently corroborated
- Website live
- Phone number matches
- Trading since 2008
Dominium Capital
Melbourne CBD, VIC
80.6/1005.0from 22 reviews- Independently corroborated
- Website live
- Phone number matches
- Free quotes
TruWealth Advice
Melbourne CBD, VIC
80.6/1005.0from 22 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
- Trading since 2010
Frontier Financial Group
Melbourne CBD, VIC
80.2/1005.0from 20 reviews- Independently corroborated
- Website live
- Phone number matches
- Trading since 1988
Finance Assist PTY Ltd.
North Melbourne, VIC
80.2/1005.0from 161 reviews- ABN confirmed
First Financial Melbourne
Melbourne CBD, VIC
77.9/1004.6from 22 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
Finstyle Wealth Group
Melbourne CBD, VIC
76.5/1005.0from 11 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
Wealth Arena - Private Wealth Advisors
Melbourne CBD, VIC
76.7/1005.0from 9 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
Tribeca Financial
Melbourne CBD, VIC
76.2/1004.9from 163 reviews- Independently corroborated
- Website live
- ABN confirmed
Independent Wealth Partners
Melbourne, VIC
77.5/1004.9from 59 reviews- ABN confirmed
Stronghold Advice
Melbourne CBD, VIC
75.4/1005.0from 102 reviews- Independently corroborated
- Website live
- ABN confirmed
Ascent Wealth Solutions
Melbourne CBD, VIC
75.7/1005.0from 7 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
Discover Financial Partners
Richmond, VIC
75.3/1005.0from 48 reviews- ABN confirmed
Mercury Financial Partners
Melbourne CBD, VIC
74.9/1005.0from 91 reviews- Independently corroborated
- Website live
Choice Capital
Melbourne CBD, VIC
75.1/1005.0from 94 reviews- Independently corroborated
- Website live
ICG Financial Planning Melbourne
Melbourne CBD, VIC
73.6/1005.0from 4 reviews- Independently corroborated
- Website live
- Phone number matches
Capital Wealth Advisers
Melbourne CBD, VIC
73.0/1004.3from 6 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
- Trading since 2015
Michael Roach Financial Solutions
Hawthorn East, VIC
73.2/1004.9from 36 reviews- ABN confirmed
iPartner Financial Solutions
Kew, VIC
72.3/1005.0from 15 reviews- ABN confirmed
National Financial Planners Pty Ltd
Melbourne CBD, VIC
72.6/1005.0from 3 reviews- Independently corroborated
- Website live
- Phone number matches
- ABN confirmed
Apprise Harpel Group Southbank
Southbank, VIC
72.0/1005.0from 23 reviews- ABN confirmed
Fortune Wealth Creation Group
Melbourne CBD, VIC
71.0/1004.9from 45 reviews- Independently corroborated
- Website live
First Samuel Wealth Management
Melbourne CBD, VIC
71.4/1005.0from 2 reviews- Independently corroborated
- Website live
- Phone number matches
- Trading since 1999
Principal Partners
Melbourne CBD, VIC
71.4/1005.0from 2 reviews- Independently corroborated
- Website live
- Phone number matches
Required Financial Services
Melbourne CBD, VIC
71.7/1005.0from 43 reviews- Independently corroborated
- Website live
- ABN confirmed
- Trading since 1991
Sonder Advisory Group
Melbourne, VIC
71.5/1005.0from 21 reviews- ABN confirmed
AMEGA Financial Solutions
Hawthorn East, VIC
71.2/1004.8from 27 reviews- ABN confirmed
Obsidian Wealth Management
Melbourne CBD, VIC
70.3/1005.0from 57 reviews- Website live
- ABN confirmed
Lanteri Partners Group
Melbourne CBD, VIC
69.4/1004.7from 47 reviews- Independently corroborated
- Website live
Distinct Wealth Pty Ltd
Moonee Ponds, VIC
72.2/1005.0from 24 reviews- ABN confirmed
What we hold on these 101 businesses. Not the site-wide average — the actual list below.
- corroboration confirmed
- 42%corroboration confirmed42 of 10191% of 46 checked
- website confirmed reachable
- 44%website confirmed reachable44 of 10198% of 45 fetched
- phone number confirmed
- 22%phone number confirmed22 of 10150% of 44 compared
- ABN confirmed
- 55%ABN confirmed56 of 101
Other trades in Melbourne
Looking wider? All financial planners in VIC →
Financial Planners elsewhere
Locations with at least 5 financial planners.
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.