StewartBrown Advisory
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
Where StewartBrown Advisory is headquartered
LocationHeadquarters
- 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 offeringCore 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 profileSegments5 records
Ideal customer profiles5 records
StewartBrown Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
StewartBrown Advisory partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
StewartBrown Advisory competitors and assessment
Company assessmentDirect 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 social profiles
Digital presenceStewartBrown Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
StewartBrown Advisory leadership team
Management profileNumber of profiles
Profiles4 records
StewartBrown Advisory funding detail
Funding detailFunding 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 investmentM&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?
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.
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.