Consultum Financial Advisers
- Company typePrivate
- Founded2006
- HeadquartersMelbourne, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
Consultum Financial Advisers firmographics
Firmographics- Name
- Consultum Financial Advisers
- Legal name
- Consultum Financial Advisers Pty Ltd
- Website
- https://consultum.com.au
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Consultum Financial Advisers industry classification
Industry- Product category
- Financial Advisory Licensing
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Fee-Based Advisory (FSAEAAAM)
Keywords
Where Consultum Financial Advisers is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Consultum Financial Advisers business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- AFSL Licensing Services: Operates as an Australian Financial Services Licence (AFSL) holder providing licensing infrastructure, compliance frameworks, practice management support, and professional development services to affiliated financial adviser practices. Revenue derived from licensee relationships with adviser practices.
Go-to-market motion1 record
Distribution channels1 record
Consultum Financial Advisers product offering
Product offeringCore offering
Consultum Financial Advisers operates as an Australian Financial Services Licence (AFSL) holder, providing licensing infrastructure, compliance frameworks, and practice support services to a community of self-employed financial adviser practices across Australia. Services span practice management, marketing, software, research, compliance, and professional development for growth-focused advisory practices.
Product overview
Consultum Financial Advisers operates as an AFSL licensee brand under Rhombus Advisory, alongside RI Advice Group (another AFSL licensee founded in 1979). Both AFSLs provide financial advisers with practice management, marketing, software, research, compliance, and professional development support. The two licensees serve a 490+ strong community of self-employed financial advisers around Australia.
Differentiator
Problem solved
Functional benefit
Products and services
- Consultum Financial Advisers AFSL Licensee Services AFSL 230323 licence holder providing licensing infrastructure, compliance frameworks, practice management, marketing, software, research, and professional development services to self-employed financial adviser practices across Australia.
Companies that use Consultum Financial Advisers
Customer profileSegments1 record
Ideal customer profiles1 record
Consultum Financial Advisers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Consultum Financial Advisers partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Rhombus AdvisorycoreRhombus Advisory owns and operates Consultum Financial Advisers as one of its two AFSLs. Consultum operates as the licensee of choice for growth-focused financial adviser practices. Rhombus Advisory provides the parent organizational structure including shared services, compliance frameworks, and community infrastructure.
Scale indicators1 record
Recent moves4 records
Consultum Financial Advisers competitors and assessment
Company assessmentOthers
- Netwealth: Wealth management platform providing technology, custody, and investment administration to advisers and licensees. Enabling technology provider rather than direct competitor, but increasingly part of the adviser platform stack Consultum relies on or competes against.
Direct peers
- Hillross / Sequoia Financial Group: Australian financial advice network and licensee providing infrastructure, research, and practice support to affiliated advisers. Highly comparable operating model and adviser-facing service offering.
- Shadforth Financial Group: Australian financial advice licensee group offering licensing, compliance, and adviser support. Directly comparable in customer segment and licensee revenue model.
- Count Financial (Countplus): Australian AFSL licensee supporting a national network of self-employed financial advisers under a similar licensing and practice support model to Consultum. Directly comparable in target customer (independent advisers), revenue model (licensee fees), and support services.
- Centrepoint Alliance: ASX-listed Australian licensee and advice business operator supporting self-employed advisers and practices. Comparable AFSL-based revenue model and adviser affiliation structure.
- Lifespan Financial Planning: AFSL licensee serving a community of self-employed financial advisers across Australia with practice support, compliance, and professional development services. Direct competitor for adviser affiliations.
- Fortnum Private Wealth: AFSL licensee group providing licensing, compliance, and practice support to a network of self-employed financial advisers across Australia. Closely comparable community-led model and adviser support stack.
- Synchron Advice (part of Insignia Financial): Australian AFSL licensee operating an adviser network similar to Consultum, now under the broader Insignia Financial group. Comparable target market and licensee economics.
Broad incumbents
- Insignia Financial (formerly IOOF): One of Australia's largest wealth and advice groups, operating multiple AFSL licensee brands (including IOOF, Synchron, Shadforth). A much larger incumbent competing for the same adviser affiliations Consultum targets.
- AMP Limited (AMP Advice): Major Australian wealth group with a large advice licensee network. Overlaps with Consultum in targeting advisers seeking licensing infrastructure, but operates at significantly larger scale and breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Consultum Financial Advisers social profiles
Digital presenceConsultum Financial Advisers financial estimates
Financial estimateRevenue estimate
Valuation estimate
Consultum Financial Advisers leadership team
Management profileNumber of profiles
Consultum Financial Advisers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Consultum Financial Advisers 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 Consultum Financial Advisers
What does Consultum Financial Advisers do?
Consultum Financial Advisers operates as an Australian Financial Services Licence (AFSL) holder, providing licensing infrastructure, compliance frameworks, and practice support services to a community of self-employed financial adviser practices across Australia. Services span practice management, marketing, software, research, compliance, and professional development for growth-focused advisory practices.
Is Consultum Financial Advisers a public or private company?
Consultum Financial Advisers is a private company. It is classified as corporate owned and is currently operating.
When was Consultum Financial Advisers founded?
Consultum Financial Advisers was founded in 2006. It employs 11 to 50 people.
Where is Consultum Financial Advisers based?
Consultum Financial Advisers is headquartered in Melbourne, Australia, in the Oceania region.
How does Consultum Financial Advisers make money?
One revenue line is on record: AFSL Licensing Services.
Who are Consultum Financial Advisers's main competitors?
Netwealth is listed as an others. Direct peers are Hillross / Sequoia Financial Group, Shadforth Financial Group, Count Financial (Countplus), Centrepoint Alliance, Lifespan Financial Planning, Fortnum Private Wealth and Synchron Advice (part of Insignia Financial). Broad incumbents are Insignia Financial (formerly IOOF) and AMP Limited (AMP Advice).
Does Consultum Financial Advisers have an API?
No public API is recorded for Consultum Financial Advisers.
What industry is Consultum Financial Advisers in?
Consultum Financial Advisers's product category is Financial Advisory Licensing. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAM, Fee-Based Advisory. Its NAICS code is 523940 and its SIC code is 6282.