Insights

Client-Centric Planning Provident Financial Services emphasizes tailored financial planning centered on individual objectives, risk tolerance, timeframes, and the client’s Enjoy Factor, indicating a willingness to engage in advisory services and customized wealth strategies.

SMF and Retirement The firm references Self Managed Super Funds, retirement preparation, and aged care decisions, signaling opportunities to upsell governance services, fund management, and retirement planning solutions for high net-worth individuals and families.

Trusted Partnerships As an authorised representative of AMP Financial Planning, Provident offers a branded channel for cross-sell of AMP products and collaborative marketing, enabling joint campaigns and leverage of established financial networks.

Digital Footprint Presence on multiple tech platforms (html5media, Wix eCommerce, Google Analytics) and a focus on online client engagement suggest potential for digital marketing services, CRM integration, and analytics-driven lead generation improvements.

Growth Signals Revenue range indicates a small to mid-market firm with expansion potential; sales conversations can focus on scalable financial planning solutions, tech-enabled advisory tools, and strategic partnerships to accelerate AUA growt

Similar companies to Provident Financial Services

Provident Financial Services Tech Stack

Provident Financial Services uses 8 technology products and services including html5media, MySQL, Wix eCommerce, and more. Explore Provident Financial Services's tech stack below.

  • html5media
    Audio, Video, Graphics
  • MySQL
    Database
  • Wix eCommerce
    E-commerce
  • Polyfill
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • Microsoft IIS
    Web Servers

Provident Financial Services's Email Address Formats

Provident Financial Services uses at least 1 format(s):
Provident Financial Services Email FormatsExamplePercentage
First@provident.com.auJohn@provident.com.au
100%

Frequently Asked Questions

What is Provident Financial Services's phone number?

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

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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?

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

How much revenue does Provident Financial Services generate?

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As of July 2026, Provident Financial Services's annual revenue is estimated to be $10M - $25M.

What is Provident Financial Services's NAICS code?

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

How many employees does Provident Financial Services have currently?

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

What industry does Provident Financial Services belong to?

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Provident Financial Services operates in the Financial Services industry.

What technology does Provident Financial Services use?

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Provident Financial Services's tech stack includes html5mediaMySQLWix eCommercePolyfillBootstrapGoogle AnalyticsGoDaddyMicrosoft IIS.

What is Provident Financial Services's email format?

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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?

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Provident Financial Services was founded in 1997.
Provident Financial Services logo

Provident Financial Services

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.

Section iconCompany Overview

Phone number
Stock Symbol
PFS
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Provident Financial Services's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Provident Financial Services's revenue is estimated to be in the range of $10M - $25M

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