Providence Wealth Advisory Group

Providence Wealth Advisory Group

Financial Services Nsw, Au 25 employees
Employees
25
Contacts
3
Emails
3
Phones
1
providencewealth.com.au LinkedIn

Providence Wealth Advisory Group Overview

Headquarters
Nsw, Au
Phone Number
Available in AeroLeads
Website
providencewealth.com.au
Industry
Financial Services
Employees
25
Founded
2000
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Investment management and advice Financial structuring Tactical asset allocation Risk management and insurance advisory Fund manager selection Direct Investments Family/board investment education Portfolio administration Family office Philanthropic Services Family Charter Succession Planning

About 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 9333 or email info@providencewealth.com.au.

Providence Wealth Advisory Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Providence Wealth Advisory Group Org Chart

Sample employees and titles
Name Title Contact
Guy Amon Strategic Consultant Providence Wealth
Email Phone
Girlie Tamayo Wealth Management and Financial Services
View
Michael Ogg Director at Providence Wealth Advisory
Email
Grant Patterson
Email

Employees by Management Level

Director 4 profiles
Individual contributor 4 profiles
Manager 3 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 4 4 0
General 3 3 1
Sales 1 1 0

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