B2B Lead Researcher — Australian Financial Advice Firms and Decision-Makers

We are looking for an experienced B2B lead researcher to build a highly targeted list of Australian financial advice firms and relevant senior decision-makers. This is not a bulk scraping project. We need accurate, manually researched accounts that fit a defined ideal client profile. Initial project Research 150 Australian financial advice firms, with up to three relevant decision-makers per firm. The list should be delivered in batches: First test batch: 25 firms Remaining delivery: batches of 25 Do not complete all 150 until the first batch has been reviewed and approved Firms to include Include: Independent financial advice firms AFSL holders Licensees and dealer groups Multi-office advice practices Large institutional advice groups National dealer networks Every firm must: Operate in Australia Have at least two financial advisers Have a meaningful pre-retirement or retirement advice offering Show evidence of a scalable advice model Be likely to generate approximately $1 million or more in annual revenue Have potential capacity to support additional client appointments Revenue and appointment capacity may be estimated using public evidence, but must be marked as estimated rather than presented as verified fact. Minimum qualification standard Every firm must have: Two or more advisers plus at least three additional qualification signals. Qualification signals include: Dedicated retirement or pre-retirement service page Multiple offices or locations AFSL holder or established licensee Structured client advice process Active hiring for advisers, client service or paraplanning staff Recent growth, acquisition or expansion Strong and current website Clear target-client proposition Active company LinkedIn presence Dedicated growth, marketing or business-development function Evidence of an established operating team Evidence that the business serves clients aged approximately 50–70 The freelancer must record which signals were found. Decision-makers required Find up to three contacts per firm in this priority order: Owner, founder, CEO or managing director Head of growth, business development or marketing Practice manager, operations director or responsible manager Do not include a senior adviser unless they also hold a relevant leadership or decision-making role. Required information Firm details Firm name Website LinkedIn company page Main phone number General or admin email Head office city and state Number of advisers Number of offices AFSL or licensee status where available Retirement or pre-retirement service page Qualification signals found Estimated revenue band Estimated growth capacity Research notes Source URLs Contact details Full name Exact job title Decision-maker category LinkedIn profile Work email Email verification status Mobile number where legitimately available Direct office number Source of phone number Source confirming current role A verified or publicly listed business mobile is the preferred contact field. A contact should still be included when no verified email is available, provided there is a valid LinkedIn profile, mobile number, direct number or reliable route through the firm. Spreadsheet structure Use one row per decision-maker. Recommended columns: Category Required columns Account Firm name, website, LinkedIn company page, city, state Firm size Adviser count, office count, estimated revenue band Fit Retirement offering, scalable model evidence, qualification signals Licensing AFSL holder, licensee or authorised representative details Contact Name, title, role category, LinkedIn Communication Mobile, direct phone, work email, general email Verification Email status, role source, phone source, date checked Outreach Priority score, recommended approach, personalisation note Control Duplicate check, researcher name, review status Lead scoring Score each firm from 0 to 10. Mandatory gate The firm must have: Two or more advisers Australian operations A retirement or pre-retirement offering If any of these are missing, exclude the firm. Score Two or more advisers: mandatory Dedicated retirement service: +2 Multiple offices: +1 AFSL holder or established licensee: +1 Five or more advisers: +1 Growth or business-development leader identified: +1 Strong scalable advice process: +1 Active hiring or expansion: +1 Direct decision-maker mobile found: +1 Verified decision-maker email found: +1 Prioritise firms scoring 7–10 for initial outreach. Exclusions Exclude: One-person advice practices Firms with no pre-retirement or retirement offering Mortgage brokers with no financial-advice division Accounting firms without an established advice team Pure investment or fund-management businesses that do not provide personal advice Superannuation funds Banks Inactive or closed firms Firms with no credible current online presence Duplicate firms or contacts Do not exclude large dealer groups, institutional advice groups or national networks solely because of their size. Personalisation requirement For every priority firm, add one concise personalisation note. Examples: “The firm has a dedicated retirement-planning division across three offices.” “The company is currently hiring financial advisers.” “The managing director recently discussed organic growth and adviser capacity.” “The website positions pre-retirees as a core client segment.” This note should give Ash a genuine reason to contact the firm and should not be generic AI-generated filler. Quality-control requirements The first 25-firm batch must meet these standards: 100% have two or more advisers 100% have a retirement or pre-retirement offering 100% show at least three additional qualification signals At least one suitable decision-maker per firm No duplicate firms Current roles checked manually Every material claim has a source Email addresses verified where supplied Phone numbers clearly labelled as mobile, direct or main office Estimated information labelled as estimated No invented revenue, capacity or employee figures Automatic rejection issues Generic lists copied from directories Old or inaccurate job titles Personal emails with no clear professional basis Missing source URLs Firms that do not meet the mandatory criteria Duplicate contacts AI-written research that has not been manually checked Claiming estimated data is verified