Insights

Growth Opportunity Mid-size financial services firm with 51-200 employees and revenue in the 10-25M range presents an opportunity to upsell advanced advisory, financial planning, and lending solutions to enhance profitability and client lifetime value.

Holistic Advisory Position Wilson Pateras as a integrated partner beyond tax compliance by offering strategic planning, business consulting, and capital advisory to attract clients seeking end-to-end financial management.

Tech Enablement Leverage their existing tech stack including Zendesk, Shopify, Cloudflare, and TrackJS to propose targeted digital transformation, client portal enhancements, and data-driven advisory services.

Market Positioning With peers at mid-to-large firms and high-revenue competitors, emphasize differentiated strategy focus and empathetic client listening to win premium advisory engagements and retain high-value clients.

Expansion Readiness Current leadership by experienced principals and a diverse team of accountants, brokers, and consultants signals readiness for scalable service lines, cross-selling to SMEs, and geographic or industry vertical expansion.

Wilson Pateras Accountants & Advisors Tech Stack

Wilson Pateras Accountants & Advisors uses 8 technology products and services including Facebook Pixel, WordPress, Open Graph, and more. Explore Wilson Pateras Accountants & Advisors's tech stack below.

  • Facebook Pixel
    Analytics
  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • Microsoft Azure DNS
    Domain Name Services
  • Amazon Simple Email Service
    Email
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Facebook
    Widgets

Wilson Pateras Accountants & Advisors's Email Address Formats

Wilson Pateras Accountants & Advisors uses at least 1 format(s):
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 July 2026, Wilson Pateras Accountants & Advisors's annual revenue is estimated to be $10M - $25M.

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

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

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

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As of July 2026, Wilson Pateras Accountants & Advisors has approximately 92 employees across 2 continents, including OceaniaAsia. Key team members include Partner: C. W.Director: N. P.Marketing Manager: C. M.. 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 Facebook PixelWordPressOpen GraphMicrosoft Azure DNSAmazon Simple Email ServiceFont AwesomeJSON-LDFacebook.

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

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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