LogitRank ran Answer Engine Optimisation (AEO) snapshots on Melbourne financial planning firms across five query types — category discovery, entity recognition, owner identity, reputation, and service capability — on four platforms. Score is out of 40: each query-platform combination contributes 2 points for a confident citation, 1 point for a hedged citation, and 0 for no result or disambiguation failure.
Important: Rankings reflect AI citation visibility only — not service quality, qualifications, client outcomes, pricing, or regulatory compliance. A high score means AI platforms cite this firm more consistently; it is not an endorsement. All scores are based on snapshots taken on specific dates (shown per entry) and will change as AI platforms update. LogitRank is not affiliated with any firm listed. To request a correction or removal, contact matthew@logitrank.com.
Snapshot:
Only firm cited on category queries — Gemini includes the firm directly in its top-rated advisers list; Perplexity cites with hedging. Strong owner and service recognition across all platforms.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 3/8 | ||||
| Entity | 7/8 | ||||
| Owner | 8/8 | ||||
| Reputation | 8/8 | ||||
| Service | 8/8 | ||||
| Platform | 8 | 9 | 9 | 8 |
Snapshot:
Category-level visibility on ChatGPT (ranked #1) and Gemini (ranked #2 unprompted) — the only entry in this leaderboard to appear on category queries across multiple platforms. Both ChatGPT and Perplexity hedge on reputation ("positions itself as"), signalling a third-party citation gap. Perplexity and Google AI Overview do not mention the firm on category queries. Google AI Overview owner response is the thinnest of any platform — brief origin-story framing with no business detail.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 4/8 | ||||
| Entity | 8/8 | ||||
| Owner | 7/8 | ||||
| Reputation | 6/8 | ||||
| Service | 8/8 | ||||
| Platform | 9 | 7 | 10 | 7 |
Snapshot:
Principal recognised accurately across all platforms including Shark Tank appearance and ESG Adviser of the Year finalist status. Perplexity hedges on reputation ("claims to be ASIC-regulated"). Invisible on category queries.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 0/8 | ||||
| Entity | 8/8 | ||||
| Owner | 8/8 | ||||
| Reputation | 7/8 | ||||
| Service | 8/8 | ||||
| Platform | 8 | 7 | 8 | 8 |
Snapshot:
ChatGPT hedges on entity query ("describes itself as"); Gemini and Google AIO identify the principal but do not connect them to the business on the owner query.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 0/8 | ||||
| Entity | 7/8 | ||||
| Owner | 6/8 | ||||
| Reputation | 8/8 | ||||
| Service | 8/8 | ||||
| Platform | 7 | 8 | 7 | 7 |
Snapshot:
Strong brand recognition across all platforms on entity, owner, and service queries. Gemini hedges on reputation ("markets itself as"), signalling insufficient third-party corroboration. Google AI Overview names the owner with title but does not connect him to the firm; returns no result on reputation query. Zero category visibility on all four platforms.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 0/8 | ||||
| Entity | 8/8 | ||||
| Owner | 7/8 | ||||
| Reputation | 5/8 | ||||
| Service | 8/8 | ||||
| Platform | 8 | 8 | 7 | 5 |
Snapshot:
ChatGPT cannot identify the owner ("no widely recognized public figure found"); Gemini resolves the owner name third in a disambiguation list behind a Royal Household chef and a literary academic. Perplexity is the only platform to hedge on the brand query ("describes itself as"). Google AI Overview is the standout platform — clean owner resolution with no disambiguation, and no hedging across any query type. Zero category visibility on all four platforms.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 0/8 | ||||
| Entity | 7/8 | ||||
| Owner | 5/8 | ||||
| Reputation | 8/8 | ||||
| Service | 8/8 | ||||
| Platform | 6 | 7 | 7 | 8 |
Snapshot:
Entity and service queries answered cleanly on all platforms. Principal found on owner query but not connected to the business on any platform. Google AIO returns no result on reputation query.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 0/8 | ||||
| Entity | 8/8 | ||||
| Owner | 4/8 | ||||
| Reputation | 6/8 | ||||
| Service | 8/8 | ||||
| Platform | 7 | 7 | 7 | 5 |
Snapshot:
Principal strongly recognised across all platforms on the owner query. ChatGPT hedges on reputation ("public reputation data is limited"). Gemini and Google AIO return wrong entity (Bamboo Nigerian fintech / US firm) on service query.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 0/8 | ||||
| Entity | 6/8 | ||||
| Owner | 7/8 | ||||
| Reputation | 7/8 | ||||
| Service | 3/8 | ||||
| Platform | 6 | 7 | 5 | 5 |
Snapshot:
Principal not connected to the firm on any platform — all four return disambiguation lists (footballers, musicians, actors). ChatGPT hedges reputation ("reportedly"); Gemini hedges entity ("positions itself as").
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 0/8 | ||||
| Entity | 7/8 | ||||
| Owner | 0/8 | ||||
| Reputation | 7/8 | ||||
| Service | 8/8 | ||||
| Platform | 5 | 6 | 5 | 6 |
Snapshot:
Critical disambiguation failure: ChatGPT returns a European consultancy on entity query; Perplexity returns the European consultancy on service query. Principal not connected to the firm on any platform — owner query overridden by a celebrity disambiguation on Google AIO.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 0/8 | ||||
| Entity | 5/8 | ||||
| Owner | 0/8 | ||||
| Reputation | 6/8 | ||||
| Service | 6/8 | ||||
| Platform | 3 | 2 | 6 | 6 |
Snapshot:
Principal not connected to the firm on any platform — owner query resolves to a celebrity disambiguation on ChatGPT and Google AIO. Perplexity reputation response is damaging: explicitly states TCP is "not widely recognised as a top-tier option." Widespread hedging across entity and reputation queries signals absent third-party corroboration.
| GPT | Plex | Gem | GAIO | Total | |
|---|---|---|---|---|---|
| Category | 0/8 | ||||
| Entity | 5/8 | ||||
| Owner | 0/8 | ||||
| Reputation | 5/8 | ||||
| Service | 7/8 | ||||
| Platform | 6 | 4 | 3 | 4 |
Methodology: Scores are based on AI Visibility Snapshots run by LogitRank. Five query types tested per platform: category discovery, entity recognition, owner/principal, reputation, and service capability. Full = confident citation, no hedging language. Hedged = named with uncertainty qualifiers or disambiguation issue. Not cited = absent or wrong entity returned.
Scores reflect AI platform behaviour at the snapshot date shown per entry and will change as platforms update. These rankings do not assess, compare, or imply anything about the quality of financial advice, AFSL compliance, client outcomes, or suitability of any listed firm. LogitRank (ABN 86 367 289 522) is not an Australian Financial Services Licensee.
LogitRank runs free 5-Platform AI Presence Scans for Melbourne financial planning firms. Get your score across all 5 platforms and find out exactly what ChatGPT, Perplexity, Gemini, Copilot, and Google AI Overviews say about your practice.
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