Providence Wealth Advisory Group
Providence is a boutique investment advisory firm committed to the financial well-being of our clients. Our expert team partners with families, not-for-profit organisations and high-net-worth individuals providing tailored wealth management and investment strategies. Our advice is supported by one of the most experienced investment committees in Australia, along with in-depth research and extensive market knowledge. For 25 years we have been privately owned and operated focused on delivering investment advice solely in the best interests of our clients. With a proven track record, over varied financial cycles, we are now trusted by our clients with $2 billion under advice. We would welcome the opportunity to discuss how we may assist you, your family or organisation. To learn more, please call Grant Patterson - CEO or Michael Ogg - Director on (02) 9239 or email info@providencewealth.com.au.
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Verified contacts
23
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
1
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- GA
Guy Amon
Strategic Advisor · General Business & Management
EmailPhone - CQ
Carlo Queddeng
Associate Director · General Business & Management
EmailPhone - JS
James Smith
Head of Melbourne, Senior Investment Adviser · Finance & Accounting
EmailPhone - JM
Justine Morton
Senior Investment Advisor · Finance & Accounting
EmailPhone - MO
Michael Ogg
Director · General Business & Management
EmailPhone - TW
Thyra Wilton
Director · General Business & Management
EmailPhone - TM
Tony Michaels
Director and Principal · General Business & Management
EmailPhone - PL
Pearly Liew
Client Development Manager · Sales & Business Development
EmailPhone - PM
Preeti Maharaj
Client Relations Manager · Customer/Client Service
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Providence Wealth Advisory Group
21 distinct titles indexed · top 10 shown.
- 2director
- 1advisor assistant
- 1associate director
- 1chief investment officer
- 1client development manager
- 1client relations manager
- 1client services associate
- 1director and principal
- 1equity research analyst
- 1executive assistant
- +11more titles
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