Insights

SMSF cross-sell Provident specializes in SMSF planning and retirement strategies, creating an opportunity to upsell AMP wealth products and SMSF administration services to deepen client value and drive higher wallet share.

WA market growth With a Western Australia base and a client-first philosophy (Enjoy Factor), there is potential to accelerate regional client acquisition through targeted marketing, local partnerships, and tailored wealth planning for families and business owners.

Practice Automation As a small firm (11-50 staff) licensed as an AMP Financial Planning Authorized Representative, Provident could gain efficiency and scale by deploying a CRM, onboarding workflows, and practice-management tools that integrate with the AMP ecosystem.

Compliance & Security The mix of advisory services and regulatory requirements highlights an opportunity to offer robust compliance, data protection, and secure client portals, potentially bundled with email automation using Mailgun and analytics capabilities.

AMP Partnership Leveraging their AMP arrangement for joint marketing, product distribution, and bundled services could unlock cross-sell opportunities to existing AMP clients and broaden referral networks.

Similar companies to Provident Financial Services

Provident Financial Services Tech Stack

Provident Financial Services uses 8 technology products and services including RSS, Webpack, Mailgun, and more. Explore Provident Financial Services's tech stack below.

RSS
Content Management System
Webpack
Development
Mailgun
Email
Polyfill
Javascript Libraries
Google Analytics
Web Analytics
Piwik PRO Core
Web Analytics
Microsoft ASP.NET
Web Frameworks
GoDaddy
Web Hosting

Media & News

Provident Financial Services's Email Address Formats

Provident Financial Services uses at least 1 format(s):

Provident Financial Services Email Formats	Example	Percentage
First@provident.com.au	John@provident.com.au	100%

Frequently Asked Questions

Where is Provident Financial Services's headquarters located?

Provident Financial Services's main headquarters is located at 81 Stirling Highway Level 1 Nedlands, Western Australia 6009 Australia. The company has employees across 3 continents, including OceaniaNorth AmericaEurope.

What is Provident Financial Services's phone number?

You can contact Provident Financial Services's main corporate office by phone at

+61-8-9442-****

. 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 Provident Financial Services's stock symbol?

Provident Financial Services is a publicly traded company; the company's stock symbol is PFS.

What is Provident Financial Services's official website and social media links?

Provident Financial Services's official website is provident.com.au and has social profiles on LinkedIn.

What is Provident Financial Services's NAICS code?

Provident Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Provident Financial Services have currently?

As of May 2026, Provident Financial Services has approximately 37 employees across 3 continents, including OceaniaNorth AmericaEurope. Key team members include Head Of Financial Planning: G. N.Executive Chairman: C. M.Managing Director/Financial Planner: P. C. O.. Explore Provident Financial Services's employee directory with LeadIQ.

What industry does Provident Financial Services belong to?

Provident Financial Services operates in the Financial Services industry.

What technology does Provident Financial Services use?

Provident Financial Services's tech stack includes RSSWebpackMailgunPolyfillGoogle AnalyticsPiwik PRO CoreMicrosoft ASP.NETGoDaddy.

What is Provident Financial Services's email format?

Provident Financial Services's email format typically follows the pattern of First@provident.com.au. Find more Provident Financial Services email formats with LeadIQ.

When was Provident Financial Services founded?

Provident Financial Services was founded in 1997.

Provident Financial Services

Q: How many employees does Provident Financial Services have currently?

Provident Financial Services has approximately 37 employees.

Q: What technology does Provident Financial Services use?

Provident Financial Services's tech stack includes Sirvoy, PHP, Google Analytics, Facebook, Piwik PRO Core.

Q: What is Provident Financial Services's NAICS code?

Provident Financial Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesWestern Australia, Australia11-50 Employees

Provident Financial Services is a financial planning practice focused on helping individuals, families and businesses build financial security. Founded in 1997, it brings together multidisciplinary specialists to cover wealth creation, self-managed super funds, retirement planning and aged-care decisions, with a process that prioritizes understanding each client's objectives, risk tolerance, investment horizon, and what the firm terms the Enjoy Factor. Based in Nedlands, Western Australia, the firm operates as a small to midsize player in financial services. It is authorized as a representative of AMP Financial Planning and holds a related credit representation, indicating its placement within AMP's planning network. The advisory approach is described as general in nature unless tailored to an individual's circumstances.

Company Overview

Headquarters: 81 Stirling Highway Level 1 Nedlands, Western Australia 6009 Australia
Phone number: +61-8-9442-****
Website: provident.com.au
Stock Symbol: PFS
NAICS Code: 52 - Finance and Insurance
Founded: 1997
Employees: 11-50