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VerifiedFinancial Services· Founded 2000

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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Employees26(11 to 50)Annual revenue$10M to <$50MFounded year2000Websiteprovidencewealth.com.auLinkedIn profileLinkedIn

Verified contacts

23

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LinkedIn employees

26

11 to 50 range

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Distinct roles

21

indexed titles

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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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