StewartBrown Advisory

Chartered Accounting and Professional Advisory Servicesstewartbrown.com.au

StewartBrown Advisory is an Australian private professional services firm (Chatswood, NSW) offering audit, tax, consulting, wealth management, and sector-specific financial benchmarking, primarily serving the Australian aged care sector and adjacent retirement living and HNW segments.

Company typePrivate
Founded2011
HeadquartersChatswood, Australia
Headcount51–100
GTM typeB2B and B2C
OfferingServices

What StewartBrown Advisory does

StewartBrown Advisory is an Australian private professional services firm operating through two closely aligned entities: StewartBrown, Chartered Accountants (founded 1939) and Stewart Brown Advisory Pty Ltd (founded 2011, AFSL 355134). Headquartered in Chatswood, NSW, the firm delivers a multi-disciplinary portfolio spanning Audit & Assurance, Business Services, Consulting, Wealth Management (including SMSF advisory), Payroll Compliance, Personal Tax, International Services, and Cloud Accounting advisory. Its primary vertical is the Australian aged care sector, where it positions itself as the lead accounting firm and operates a 25-year-old financial benchmarking franchise anchored by the Aged Care Financial Performance Survey (ACFPS), Retirement Living Survey (launched 2025), Corporate Administration Survey, and ARC Funding Analysis.

The firm's underlying technology stack is conventional professional services infrastructure: a Virtual Cabinet client portal, a dedicated online benchmark survey portal (survey.stewartbrown.com.au), Quickfee payment integration, and advisory support for clients adopting third-party cloud accounting platforms. No proprietary software, AI models, or platform products are disclosed; the firm's "product" surface consists of recurring professional engagements and benchmarking data products. Distribution is domestic (Australia-focused, anchored in NSW) and delivered through partner-led client relationships, with category presence reinforced by the annual 600+ attendee Aged Care Finance Forum and regular tax/regulatory newsletters and guides.

Revenue is generated entirely through fee-for-service professional engagements — project-based consulting, audit and assurance fees, retainer arrangements, and recurring participation in the benchmarking surveys. Pricing is not publicly disclosed and is quoted upon consultation. The customer base is segmented vertically (aged care providers, retirement living operators, corporate administration) and by persona (high-net-worth individuals seeking SMSF and wealth management). The firm is privately held, partner-owned, with no disclosed external investment, M&A activity, or institutional backing.

StewartBrown Advisory firmographics

Firmographics

Name: StewartBrown Advisory
Legal name: Stewart Brown Advisory Pty Ltd
Website: https://stewartbrown.com.au
Company type: Private
Founded year: 2011
Operating status: Operating
Headcount range: 51–100 employees
Short description: StewartBrown Advisory is an Australian private professional services firm (Chatswood, NSW) offering audit, tax, consulting, wealth management, and sector-specific financial benchmarking, primarily serving the Australian aged care sector and adjacent retirement living and HNW segments.
Ownership category
akta.pro rank

StewartBrown Advisory industry classification

Industry

Product category: Chartered Accounting and Professional Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Offices of Certified Public Accountants (541211)
SIC: Investment Advice (6282)
akta.pro primary industry: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
akta.pro secondary industries: Financial Coaching & Budgeting Advisory (FSAEAAAH), Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)

Keywords

Chartered accounting services
Aged care benchmarking
Wealth management advisory
Audit and assurance
Business consulting services

Where StewartBrown Advisory is headquartered

Location

Headquarters

HQ city: Chatswood
HQ country: Australia
HQ region: Oceania

Offices1 record

Markets served

StewartBrown Advisory business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

Professional Services Fees: Fee-for-service arrangements for accounting, audit, business advisory, tax preparation, and consulting services. Includes ongoing retainer arrangements and project-based consulting engagements.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

StewartBrown Advisory product offering

Product offering

Core offering

StewartBrown Advisory is an Australian professional services firm delivering chartered accounting, audit and assurance, business advisory, consulting, taxation, payroll compliance, and wealth management services. The firm is the lead accounting firm for the Australian care sector and operates a distinct financial benchmarking division running sector-specific surveys (aged care, retirement living, corporate administration). Wealth management services are delivered through Stewart Brown Advisory Pty Ltd, established in 2011, which holds Australian Financial Services Licence 355134.

Product overview

StewartBrown Advisory is a professional services firm consisting of two related entities: StewartBrown, Chartered Accountants (established 1939) and Stewart Brown Advisory Pty Ltd (established 2011). The firm operates as a multi-service accounting and advisory practice with a portfolio of interconnected service offerings. The core services include Audit & Assurance, Business Services, Consulting Services, Wealth Management, Payroll Compliance, Personal Tax, International Services, and Cloud Accounting. The firm also operates a distinct Financial Benchmarking division providing sector-specific surveys including the Aged Care Financial Performance Survey (ACFPS), Retirement Living Survey, Corporate Administration Survey, and ARC Funding Analysis. Stewart Brown Advisory provides personalized holistic wealth management services. The services are offered as professional advisory offerings rather than a unified software platform, with the benchmarking division operating a separate web-based portal (survey.stewartbrown.com.au) for data collection and reporting.

Differentiator

Problem solved

Functional benefit

Products and services

Audit and Assurance

Companies that use StewartBrown Advisory

Customer profile

Segments5 records

Ideal customer profiles5 records

StewartBrown Advisory technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

StewartBrown Advisory partnerships and signals

Strategic signal

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

StewartBrown Advisory competitors and assessment

Company assessment

Direct peers

Nexia Australia: Australian mid-tier accounting and advisory network offering audit, tax, and consulting services. Comparable to StewartBrown in scope, target market, and distributed partnership model across Australia.
PKF Australia: Australian mid-tier accounting and business advisory firm providing audit, tax, and consulting services. Comparable to StewartBrown in service breadth, target client profile, and partner-led delivery model.
Crowe Australasia: Australian mid-tier accounting and advisory firm offering audit, tax, consulting, and wealth services. Directly comparable to StewartBrown across service lines and target clients, including healthcare and aged care engagements.
Moore Australia: Network of independent Australian chartered accounting firms. Comparable to StewartBrown's independent partner-owned model and broad service portfolio, with similar mid-market and family business clientele.
Pitcher Partners: Australian mid-tier chartered accounting and advisory firm offering audit, business services, wealth management, and specialist sector advice. Closely comparable to StewartBrown in service breadth, partner-led model, and mid-market focus with wealth management cross-sell.
William Buck: Australian chartered accounting firm providing audit, tax, advisory, and wealth management services. Comparable in size, structure, and service portfolio to StewartBrown, with similar mid-market and family business client base.
Bentleys Australia: Australian mid-tier accounting, audit, and advisory network. Comparable to StewartBrown in service portfolio, sector specialization, and partner-led business model serving SMEs and family-owned enterprises.
HLB Mann Judd: Australian mid-tier chartered accounting firm with full-service advisory and wealth management offerings. Comparable to StewartBrown in service mix, partner-led delivery, and mid-market focus across multiple industry verticals.

Broad incumbents

RSM Australia: Mid-tier Australian accounting and advisory firm providing audit, tax, and consulting services to mid-market clients. Comparable to StewartBrown's multi-service professional services model and SME/operator client base.
BDO Australia: Mid-tier Australian accounting, audit, and advisory firm with a national footprint and significant aged care sector exposure. Overlaps with StewartBrown in audit, business advisory, and tax services, though BDO is much larger and broader in scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

StewartBrown Advisory financial estimates

Financial estimate

Revenue estimate

Valuation estimate

StewartBrown Advisory leadership team

Management profile

Number of profiles

Profiles4 records

StewartBrown Advisory funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

StewartBrown Advisory M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about StewartBrown Advisory

What does StewartBrown Advisory do?

Is StewartBrown Advisory a public or private company?

StewartBrown Advisory is a private company. It is classified as management employee owned and is currently operating.

When was StewartBrown Advisory founded?

StewartBrown Advisory was founded in 2011. It employs 51 to 100 people.

Where is StewartBrown Advisory based?

StewartBrown Advisory is headquartered in Chatswood, Australia, in the Oceania region.

How does StewartBrown Advisory make money?

One revenue line is on record: professional Services Fees.

Who are StewartBrown Advisory's main competitors?

Direct peers on record are Nexia Australia, PKF Australia, Crowe Australasia, Moore Australia, Pitcher Partners, William Buck, Bentleys Australia and HLB Mann Judd. Broad incumbents are RSM Australia and BDO Australia.

Does StewartBrown Advisory have an API?

No public API is recorded for StewartBrown Advisory.

What industry is StewartBrown Advisory in?

StewartBrown Advisory's product category is Chartered Accounting and Professional Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.