Wilson Pateras
Wilson Pateras is an Australian integrated accounting and financial services firm serving high-net-worth individuals, executives, and small-to-medium businesses across five offices in Melbourne, Sydney, Geelong and Bendigo with tax, audit, wealth, SMSF and lending services.
- Company typePrivate
- Founded2009
- HeadquartersRichmond, Australia
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Wilson Pateras does
Wilson Pateras is a privately held Australian accounting and financial services firm founded in 2009 in Melbourne by Chris Wilson and Nicholas Pateras. The firm delivers an integrated stack of personal tax, business tax, audit and assurance, wealth management, SMSF administration, lending and broking, and succession/estate planning services. It is organised across three service pillars — Personal Services, Business Services and Wealth Services — and is overlaid with industry-specific practices targeting legal professionals, healthcare, property and construction, manufacturing, not-for-profit and aged care verticals. Primary customer segments are high-net-worth individuals, executives, and small-to-medium businesses requiring complex multi-entity and multi-asset advisory.
The underlying technology stack is standard third-party cloud accounting and financial services tooling rather than proprietary infrastructure: the firm integrates with Xero, MYOB, QuickBooks, Employment Hero/KeyPay and Microkeeper for client accounting and payroll, and uses clearing houses Beam, SuperChoice, Ozedi and ClickSuper for superannuation payments. The firm does not maintain a public API, a proprietary model layer, or disclosed AI/ML capabilities. Corporate infrastructure is housed in a multi-entity group under holding company WPFP Group Pty Ltd (AFSL 526282), with at least nine wholly-owned subsidiaries covering accounting, audit, lending, IP holdings and wealth. The group holds Australian Financial Services Licence 526282 via WPFP Group, enabling Wilson Pateras Wealth and Canny Wealth to operate as Corporate Authorised Representatives.
Revenue is generated through professional services fees — quote-based, not publicly disclosed — billed across tax compliance, advisory retainers, audit engagements, wealth/SMSF management and lending commissions. Go-to-market is sales-led and consultative, centred on direct client engagement at five physical offices and through website enquiry forms, supported by content marketing (blog, eBooks, webinars, newsletter) and LinkedIn presence. Distribution is direct only; there are no resellers, marketplaces or digital self-serve channels. Pricing is custom per engagement with multi-year advisory contracts typical for HNW and SMB clients, and no standard pricing tiers are publicly disclosed.
Wilson Pateras firmographics
Firmographics- Name
- Wilson Pateras
- Legal name
- Wilson Pateras Accounting Pty Ltd
- Website
- https://wilsonpateras.com.au
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Wilson Pateras is an Australian integrated accounting and financial services firm serving high-net-worth individuals, executives, and small-to-medium businesses across five offices in Melbourne, Sydney, Geelong and Bendigo with tax, audit, wealth, SMSF and lending services.
- Ownership category
- akta.pro rank
Wilson Pateras industry classification
Industry- Product category
- Professional Accounting and Financial Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Tax-Focused Wealth Management RIAs (FSAAACAD), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
Keywords
Where Wilson Pateras is headquartered
LocationHeadquarters
- HQ city
- Richmond
- HQ country
- Australia
- HQ region
- Oceania
Offices5 records
Markets served
Wilson Pateras business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Accounting and Tax Services: Professional fees for accounting, tax compliance, tax planning, and business advisory services. Revenue is generated through service fees for individuals and businesses, including tax return preparation, business advisory, and ongoing accounting engagements.
- Wealth Management and Financial Planning: Fees from investment advice, retirement planning, SMSF management, and wealth protection services. Financial planning engagements and ongoing advisory retainers.
- Lending and Finance Services: Revenue from mortgage broking and business lending services, facilitating loans for property, equipment, and working capital through their lending team.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom professional services tailored to client complexity and requirements |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Wilson Pateras product offering
Product offeringCore offering
Wilson Pateras is an integrated accounting and financial services firm delivering tax compliance and planning, business advisory, wealth management, self-managed superannuation fund (SMSF) administration, and mortgage/business lending services. The firm operates three service pillars — Personal, Business, and Wealth — and adds industry-specific expertise for legal, healthcare, property & construction, manufacturing, not-for-profit, and aged care sectors. Services are delivered through in-person consultations across five Australian offices and ongoing advisory engagements.
Product overview
Wilson Pateras is an integrated financial services firm offering a comprehensive suite of accounting, tax, wealth management, and lending services through a multi-brand platform. The firm operates through three service pillars: Personal Services (personal tax, tax planning, family groups, estate planning, personal lending, philanthropy), Business Services (business tax, advice and structuring, business grants, tax incentives, family businesses, succession planning, carbon accounting, business lending), and Wealth Services (investment advice, retirement planning, wealth protection, SMSF management, investment lending). The firm also delivers industry-specific expertise for legal professionals, healthcare, property and construction, manufacturing, not-for-profit, and aged care sectors. The multi-brand architecture includes acquired firms Baskin Clarke Partners, Canny Group, and Evolve Accounting Solutions, all joined in June 2025, providing localized services across Melbourne, Sydney, Geelong, and Bendigo.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Tax Services
- Tax Planning Services
- Family Groups Services
- Estate Planning Services
- Personal Lending Services
- Philanthropy Services
- Business Tax Services
- Business Advice and Structuring Services
- Business Grants Services
- Tax Incentive Programs Services
- Family Business Advisory
- Succession Planning Services
- Carbon Accounting Services
- Business Lending Services
- Industry-Specific Accounting Services
- Legal Professionals Accounting Services
- Healthcare Professionals Accounting Services
- Property and Construction Accounting Services
- Manufacturing Accounting Services
- Not-For-Profit Accounting Services
- Aged Care Accounting Services
- Investment Advice Services
- Retirement Planning Services
- Wealth Protection Services
- Self-Managed Super Funds (SMSF) Services
- Investment Lending Services
Companies that use Wilson Pateras
Customer profileNamed customers4 records
Segments8 records
Ideal customer profiles8 records
Wilson Pateras technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
Wilson Pateras partnerships and signals
Strategic signalScale indicators4 records
Recent moves8 records
Expansion highlights5 records
Wilson Pateras competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Wilson Pateras social profiles
Digital presenceWilson Pateras compliance and trust
Trust signalCompliance3 records
Wilson Pateras financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wilson Pateras leadership team
Management profileNumber of profiles
Profiles12 records
Wilson Pateras subsidiaries and ownership
Company hierarchySubsidiaries9 records
Wilson Pateras funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wilson Pateras M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wilson Pateras
What does Wilson Pateras do?
Wilson Pateras is an integrated accounting and financial services firm delivering tax compliance and planning, business advisory, wealth management, self-managed superannuation fund (SMSF) administration, and mortgage/business lending services. The firm operates three service pillars — Personal, Business, and Wealth — and adds industry-specific expertise for legal, healthcare, property & construction, manufacturing, not-for-profit, and aged care sectors. Services are delivered through in-person consultations across five Australian offices and ongoing advisory engagements.
Is Wilson Pateras a public or private company?
Wilson Pateras is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wilson Pateras founded?
Wilson Pateras was founded in 2009. It employs 51 to 100 people.
Where is Wilson Pateras based?
Wilson Pateras is headquartered in Richmond, Australia, in the Oceania region.
How does Wilson Pateras make money?
Three revenue lines are on record. Accounting and Tax Services are the primary driver. The others are wealth Management and Financial Planning and lending and Finance Services.
Does Wilson Pateras have an API?
No public API is recorded for Wilson Pateras.
What industry is Wilson Pateras in?
Wilson Pateras's product category is Professional Accounting and Financial Advisory Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 54121.