Insights

Holistic Financial Services Potential upsell from tax compliance to comprehensive financial planning and lending solutions, positioning Wilson Pateras as a single firm for individuals and businesses seeking end-to-end financial support.

Strategic Advisory Focus Leverage their strategy-led approach and focus on future wealth to pitch advisory or consultancy services beyond traditional accounting, including business strategy, succession planning, and growth finance.

Growth Scale Readiness Mid-sized firm with 51-200 employees and revenue in the multi-million range indicating capacity to onboard mid-market clients and larger SME engagements, suggesting opportunities for premium service packages and performance-based pricing.

Tech Stack Modern Utilize their current tech footprint (CRM, marketing automation, analytics, and support tools) to identify cross-sell opportunities for tech-enabled financial services, client portals, and data-driven planning offerings.

Industry Positioning Competitive landscape with peers of similar mid-tier firms; position offerings to differentiate on personalized strategy, client listening approach, and holistic solutions to win mid-market clients seeking integrated accounting and advisory services.

Similar companies to Wilson Pateras Accountants & Advisors

Wilson Pateras Accountants & Advisors Tech Stack

Wilson Pateras Accountants & Advisors uses 8 technology products and services including Microsoft Advertising, Linkedin Insight Tag, iCIMS, and more. Explore Wilson Pateras Accountants & Advisors's tech stack below.

Wilson Pateras Accountants & Advisors's Email Address Formats

Wilson Pateras Accountants & Advisors uses at least 4 email formats:
Wilson Pateras Accountants & Advisors Email FormatsExamplePercentage
FLast@wilsonpateras.com.auJDoe@wilsonpateras.com.au
86%
First@wilsonpateras.com.auJohn@wilsonpateras.com.au
8%
FL@wilsonpateras.com.auJD@wilsonpateras.com.au
5%
FMiddleLast@wilsonpateras.com.auJMichaelDoe@wilsonpateras.com.au
1%

Frequently Asked Questions

What is Wilson Pateras Accountants & Advisors's phone number?

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You can contact Wilson Pateras Accountants & Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wilson Pateras Accountants & Advisors's official website and social media links?

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Wilson Pateras Accountants & Advisors's official website is wilsonpateras.com.au and has social profiles on LinkedIn.

How much revenue does Wilson Pateras Accountants & Advisors generate?

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As of August 2026, Wilson Pateras Accountants & Advisors's annual revenue is estimated to be $10M - $25M.

What is Wilson Pateras Accountants & Advisors's SIC code and NAICS code?

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Wilson Pateras Accountants & Advisors's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Wilson Pateras Accountants & Advisors have currently?

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As of August 2026, Wilson Pateras Accountants & Advisors has approximately 93 employees across 3 continents, including Oceania, Asia and Europe. Key team members include Partner: C. W., Director: N. P. and Financial Controller: G. H. Explore Wilson Pateras Accountants & Advisors's employee directory with LeadIQ.

What industry does Wilson Pateras Accountants & Advisors belong to?

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Wilson Pateras Accountants & Advisors operates in the Financial Services industry.

What technology does Wilson Pateras Accountants & Advisors use?

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Wilson Pateras Accountants & Advisors's tech stack includes Microsoft Advertising, Linkedin Insight Tag, iCIMS, WordPress, Zendesk, Amazon Simple Email Service, Piwik and Piwik PRO Core.

What is Wilson Pateras Accountants & Advisors's email format?

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Wilson Pateras Accountants & Advisors's email format typically follows the pattern of FLast@wilsonpateras.com.au. Find more Wilson Pateras Accountants & Advisors email formats with LeadIQ.

When was Wilson Pateras Accountants & Advisors founded?

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Wilson Pateras Accountants & Advisors was founded in 2009.
Wilson Pateras Accountants & Advisors logo

Wilson Pateras Accountants & Advisors

Financial ServicesVictoria, Australia51-200 Employees

Wilson Pateras Accountants & Advisors operates in the financial services sector, offering a range of services that span tax compliance, financial planning, and lending solutions. The firm positions itself as more than a traditional accounting practice by providing advisory and strategic support aimed at shaping clients’ financial futures, including both personal and business matters. Based in Melbourne, Australia, the company emphasizes a holistic approach that combines technical accounting expertise with strategic planning and client-focused problem solving to address immediate financial concerns and long-term objectives. Led by principals Chris Wilson and Nicholas Pateras, the team includes accountants, business strategists, brokers, and consultants, suggesting a multi-disciplinary capability within a single firm. The organization serves individuals and entrepreneurs seeking structured planning and security in a rapidly changing regulatory environment. The business appears to be positioned among mid-sized professional services firms in Australia, offering integrated services within the financial services landscape.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
51-200

Section iconFunding & Financials

  • $10M - $25M

    Wilson Pateras Accountants & Advisors's revenue is estimated to be in the range of $10M - $25M

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