Provident Financial Services

Provident Financial Services Employee Directory

Financial ServicesAustralia11-50 Employees

We aim to deliver financial security with a deep understanding of what is important to you.

Established in 1997, Provident is a group of multidisciplinary and highly experienced financial planning specialists who work together to improve the financial security and well-being of individuals, families and businesses.

Whether starting a wealth creation strategy, setting up a Self Managed Super Fund, getting ready for retirement or facing aged care decisions, at Provident Financial Services our first priority is you. Before we provide any financial planning recommendations, we spend the time to fully understand your objectives, attitude to risk, expected investment time frames and most importantly your Enjoy Factor. This focus makes every client partnership at Provident a unique one.

Our vision Plan. Help. Achieve. and your Enjoy Factor are the cornerstone of our advice. Our vision was developed by the team to represent the drive we have to see our clients achieve the success they plan for and how we value the trust they place in us. Your Enjoy Factor is what it means to you to enjoy life with financial security.

Go to http://www.provident.com.au/the-Enjoy-Factor to read some of our clients’ Enjoy Factor moments and how they value our advice.

Paul Carter Pty Ltd ABN 16 079 780 895 trading as Provident Financial Services is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.

Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Please go to http://www.provident.com.au/Documents/Financial-Planning-FSG.aspx to view our FSCG to find out more about our financial advice services.

Find Provident Financial Services employees' phone numbers or email addresses

Provident Financial Services Global Highlights

Location
Employees

Oceania
21

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  • Australia
    21

North America
19

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  • United States Of America
    16
  • Mexico
    3

Europe
8

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  • United Kingdom Of Great Britain And Northern Ireland
    8

Provident Financial Services's Leadership

  • Stylized image of a person
    G. N.
    Head Of Financial Planning
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  • Stylized image of a person
    C. M.
    Executive Chairman
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  • Stylized image of a person
    P. C. O.
    Managing Director/Financial Planner
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  • Stylized image of a person
    S. R.
    Manager
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  • Stylized image of a person
    J. Y.
    Customer Experience Manager
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  • Stylized image of a person
    K. K.
    Finance Manager
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  • Stylized image of a person
    L. M.
    Assistant Branch Manager
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  • Stylized image of a person
    M. M.
    Business Manager
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Provident Financial Services Employee Metrics

100%
50%
0%
2025
2024
  • Finance
  • Engineering
  • Administrative
  • Analytics
  • Business
  • Other
  • Banking
  • Accounting

Contact profiles from Provident Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M.
    Executive Chairman
    Phone icon
    United StatesNew Jersey
    Nov 04, 2025
  • Stylized image of a person
    G. N.
    Head Of Financial Planning
    Phone icon
    AustraliaWestern Australia
    Oct 13, 2025
  • Stylized image of a person
    P. C. O.
    Managing Director/Financial Planner
    Phone icon
    Oct 13, 2025
  • Stylized image of a person
    S. R.
    Manager
    Phone icon
    Sep 13, 2024
  • Stylized image of a person
    J. Y.
    Customer Experience Manager
    Phone icon
    United Kingdom
    Oct 13, 2025
  • Stylized image of a person
    K. K.
    Finance Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    L. M.
    Assistant Branch Manager
    Phone icon
    United StatesNew Jersey
    May 08, 2025
  • Stylized image of a person
    M. M.
    Business Manager
    Phone icon
    United KingdomLiverpool
    Mar 05, 2024
  • Stylized image of a person
    B. M.
    Senior Paraplanner
    Phone icon
    Oct 25, 2025
  • Stylized image of a person
    N. M.
    Associate Adviser / Senior Paraplanner
    Phone icon
    AustraliaVictoria
    Oct 22, 2025

Frequently Asked Questions

What is Provident Financial Services known for?

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Provident Financial Services was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 81 Stirling Hwy, Level 1 Nedlands, Western Australia 6009, AU; you can contact the main corporate office by phone at . Explore Provident Financial Services's company overview page for more information.

What is Provident Financial Services's most common email format?

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Provident Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Provident Financial Services email formats with LeadIQ.

How many employees does Provident Financial Services have currently?

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Provident Financial Services has approximately 36 employees as of October 2025. These team members are located across 3 continents, including OceaniaNorth AmericaEurope.

Who are Provident Financial Services's key employees and leadership?

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As of October 2025, Provident Financial Services's key employees include:

  • Head Of Financial Planning: G. N.
  • Executive Chairman: C. M.
  • Managing Director/Financial Planner: P. C. O.
  • Manager: S. R.
  • Customer Experience Manager: J. Y.

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