Finance Professionals: Insights & Resources

Corporate Finance Consulting Services in Australia

Phaelle Corrielus
July 30, 2025
All Insights
Finance Professionals: Insights & Resources

Best Corporate Finance Consulting Services in Australia

Australia Corporate Finance Consultants

At Digital Reference, we’re all about radical authenticity and practical insight. So when we say these are the best corporate finance consulting services in Australia, we mean it. We’ve done the legwork researching, reading client reviews, and speaking with businesses on the ground. Whether you’re scaling a SaaS startup, restructuring an industrial firm, or need a seasoned team for your next M&A push, this curated list brings you standout outsourced, part-time, fractional, and virtual corporate finance experts who know how to deliver real results.

Below, you’ll find our methodology, followed by 🔦 detailed spotlights on each selected firm complete with founder insights, verified links, and what makes them tick.

Methodology: How We Chose Australia’s Best Corporate Finance Consultants

We don’t just list names. Our selection process combines:

  • Research-driven vetting - We dig into public case studies, client feedback, and independent reviews.
  • Founder credibility - We prioritize firms whose leaders have proven track records and authentic engagement with the Australian business community.
  • Fit for fractional and virtual needs - Modern companies need more than traditional CFO support. We highlight consultants who thrive in outsourced, part-time, and project-based models, serving both local and global clients.

Ready to see who’s redefining corporate finance? Let’s dive in.

Evergreen Financial Advisers

🔗 Website: https://www.evergreenadvisers.com.au/

What they do:
Evergreen Financial Advisers delivers tailored corporate finance solutions for small to mid-market companies across Australia. From capital raising to exit planning and valuations, they have a strong foothold in sectors like renewables, agri-business, and emerging tech.

Who they work with:
Privately held SMEs, Growth-stage startups, and family businesses planning generational transitions.

Operating Model:
Boutique, hands-on, and built around long-term relationships.

💡 Why they stand out:

  • Deep networks with Australian banks and alternative lenders

  • Holistic service across strategy, structure, and succession

  • Client-centric approach blending traditional advisory with modern virtual delivery

Roshan Pandalai, Founder, Evergreen Financial Advisers

🔗 LinkedIn: https://www.linkedin.com/in/roshan-pandalai-a5a636b4/

Roshan Pandalai brings over 20 years of corporate advisory experience, including senior roles at KPMG and Grant Thornton. Known for a collaborative leadership style, he’s passionate about helping family businesses future-proof their operations. He shares practical finance insights regularly, positioning Evergreen as a trusted name for authentic, relationship-driven advice.

Magma Capital Advisory

🔗 Website: https://www.magmacapital.com.au/

What they do:
Magma Capital Advisory focuses on high-touch corporate finance solutions, from M&A and capital raising to strategic advisory for mid-market businesses. They stand out for industry specialization in healthcare, tech, and education.

Who they work with:
Private equity-backed companies, Founders preparing for exit, and Fast-scaling technology firms.

Operating Model:
Flexible engagement models, with a preference for tailored project-based mandates.

💡 Why they stand out:

  • Proven frameworks for transaction readiness

  • Strong cross-border deal capabilities

  • Reputation for clear, candid advice, no sugar-coating

Mark Garrick, Managing Principal, Magma Capital Advisory

🔗 LinkedIn: https://www.linkedin.com/in/mark-garrick-0b1bb71a/

Mark Garrick has advised on over $5 billion worth of transactions throughout his career. He combines technical rigor with an approachable style, empowering founders and boards to make smart decisions. Mark’s hands-on leadership ensures Magma stays agile and client-first in a competitive space.

360 Capital

🔗 Website: http://www.360capital.com.au/

What they do:
360 Capital is a well-known Australian investment and advisory group. Their corporate finance arm specializes in listed property, infrastructure, and alternative asset deals, bridging investment and advisory under one roof.

Who they work with:
Real estate developers, Institutional investors, and listed/unlisted trusts

Operating Model:
Actively managed funds alongside transaction advisory.

💡 Why they stand out:

  • Deep domain expertise in REITs and listed property

  • Creative deal structuring

  • Active capital deployment strategy alongside advisory

Tony Pitt, Founder, 360 Capital

🔗 LinkedIn: https://www.linkedin.com/in/tony-pitt-6b6b96176/

Tony Pitt co-founded 360 Capital and has grown it into a significant player in Australia’s property investment scene. He’s known for bold deal-making, strategic capital moves, and a knack for spotting undervalued opportunities. His leadership blends entrepreneurial risk-taking with institutional-grade discipline.

Alpine Financial Advisors

🔗 Website: https://alpinecapital.au/

What they do:
Alpine Financial Advisors supports SMEs and high-net-worth clients with robust corporate finance, investment structuring, and capital raising strategies. They deliver clear, actionable finance strategies, from debt structuring to project finance

Who they work with:
Regional businesses in agriculture and mining, family offices, and private investment companies.

Operating Model:
Fractional CFO services plus bespoke transaction support.

💡 Why they stand out:

  • Strong ties to regional economic drivers

  • Transparent fee structure

  • Emphasis on practical, actionable advice

Thomas Schoenmaker, Founder, Alpine Financial Advisors

🔗 LinkedIn: https://www.linkedin.com/in/thomas-schoenmaker-31694a55/

Thomas Schoenmaker has built his reputation advising regional businesses on how to manage capital and growth sustainably. His clear, no-fuss approach makes Alpine a go-to for clients looking for authentic, practical finance solutions with local impact.

Fit Finance

🔗 Website: https://fit-finance.com.au/

What they do:
Fit Finance is a boutique corporate finance firm with a modern edge, specializing in virtual CFO services, budget management, and business transformation for fast-moving SMEs.

Who they work with:
Startups in health, fitness, and wellness, creative agencies, and growing e-commerce brands

Operating Model:
100% virtual with flexible retainer models.

💡 Why they stand out:

  • Digital-first approach to financial reporting

  • Proactive budget forecasting tools

  • Commitment to educating founders along the way

Simon Pham, Founder, Fit Finance

🔗 LinkedIn: https://www.linkedin.com/in/simon-pham-399aa748/

Simon Pham blends accounting, CFO-level strategy, and founder coaching. His mission is to help smaller businesses access big-business discipline without the overhead. He’s respected for making corporate finance accessible and jargon-free for founders who’d rather spend time growing than spreadsheeting.

Tate Partners

🔗 Website: https://www.tatepartners.com.au/

What they do:
Tate Partners delivers integrated corporate finance advisory, tax structuring, and strategic planning for mid-sized enterprises across Australia. They’re respected for their private client touch, discretion, tailored solutions, and robust compliance. Many of their deals stay under the radar but deliver generational impact.

Who they work with:
Family-owned businesses, Construction and property groups, and SME leaders planning succession or sale.

Operating Model:
Relationship-driven, part-time CFO and ad-hoc advisory

💡 Why they stand out:

  • Multi-disciplinary team spanning tax, finance, and legal
  • Clear pathways from growth to exit
  • Strong word-of-mouth referrals

Joseph Eid, Founder, Tate Partners

🔗 LinkedIn: https://www.linkedin.com/in/joseph-eid-a1416618/

Joseph Eid has over two decades of advising mid-market companies on complex structuring and tax planning. He’s known for demystifying corporate finance and building trust through honesty and reliability, values he threads through every Tate Partners engagement.

Benchmark Business Advisory

🔗 Website: https://benchmarkbusinessadvisory.com.au/

What they do:
Benchmark Business Advisory offers a range of services under its corporate finance division. Their services generally aim to help businesses improve business performance, raise capital, manage risk, and execute strategic financial decisions.

Who they work with:
Small to mid-sized enterprises, family businesses, and local buyers and sellers.

Operating Model:
Transaction-focused advisory with deep local market knowledge.

💡 Why they stand out:

  • Proven negotiation frameworks
  • End-to-end deal support
  • Strong community connections

Peter Spinda, Founder, Benchmark Business Advisory

🔗 LinkedIn: https://www.linkedin.com/in/peterspinda/

Peter Spinda’s background blends corporate finance with real-world business ownership. He’s trusted for practical M&A advice that balances numbers with people. His straightforward style makes Benchmark a reliable choice for owners navigating complex sales or acquisitions.

Sirius Capital Partners

🔗 Website: https://www.siriuscapitalpartners.com.au/

What they do:
Sirius Capital Partners is a specialist advisory firm focusing on mid-market transactions and growth capital for innovative sectors. Their team blends investment banking discipline with the agility of a boutique.

Who they work with:
Tech startups, agri-business ventures, and health and biotech firms

Operating Model:
High-touch, founder-focused advisory for capital raising and exit readiness.

💡 Why they stand out:

  • Sector-specific deal experience
  • Strong network of investors
  • Founder-friendly transaction structures

Rod de Aboitiz, Co-Founder, Sirius Capital Partners

🔗 LinkedIn: https://www.linkedin.com/in/rod-de-aboitiz-668a4616/

Rod de Aboitiz brings cross-sector deal experience spanning agri-tech, renewables, and healthcare. He’s passionate about championing founders and ensuring they secure fair value. His collaborative style makes Sirius a standout for growth-stage companies looking for real partnership.

Momentum Partners

🔗 Website: https://www.momentumpartners.info/

What they do:
Momentum Partners delivers strategic corporate advisory services for small businesses ready to scale or sell. They act as strategic advisors across finance, governance, and capital raising.

Who they work with:
SMEs, professional service firms, and growth-stage founders.

Operating Model:
Lean, founder-led consulting with fractional CFO offerings.

💡 Why they stand out:

  • Proven frameworks for SME growth

  • Personalized guidance

  • Flexible project-based engagements

Stefan Fothe, Founder, Momentum Partners

🔗 LinkedIn: https://www.linkedin.com/in/stefanfothe/

Stefan Fothe is a seasoned advisor with a strong track record in SME transformations. He believes in empowering owners with clear, actionable financial strategies. His practical mindset and dedication to client success drive Momentum’s reputation as a trusted partner.

Venture Advisory

🔗 Website: https://www.ventureadvisory.com.au/

What they do:
Venture Advisory is known for complex deal structuring and strategic corporate finance for telcos, media, and tech companies. They’re the go-to for spectrum deals, infrastructure transactions, and niche M&A across Australia’s TMT space.

Who they work with:
Mid to large-cap corporates, PE-backed firms, and fast-scaling digital businesses

Operating Model:
Bespoke M&A and strategic finance advisory.

💡 Why they stand out:

  • Niche telecoms and media expertise

  • Hands-on senior partner involvement

  • Strong record of high-value deals

Chris Blyth, Managing Director, Venture Advisory

🔗 LinkedIn: https://www.linkedin.com/in/christopher-blyth/

Chris Blyth is one of Australia’s top telecoms and media dealmakers. He combines deep sector expertise with a practical approach to strategy and execution. Chris has advised on landmark transactions and is known for building trust through transparency and directness.

Final Thoughts from Digital Reference

The world of corporate finance consulting in Australia is evolving. Businesses want more than a report; they want partners who bring practical expertise, local insight, and unwavering honesty. That’s why Digital Reference champions the best in fractional, part-time, and outsourced solutions, so you can find the right fit, right here.

👉 If you’d like help selecting your next corporate finance partner, or you’re a firm ready to showcase your story, get in touch with Digital Reference. We’re here to make corporate finance clearer, sharper, and more real.

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