Paul Carter CFP®, DipFP

MANAGING DIRECTOR

Paul was a founder of the Provident Group in 1997 as a small Financial Planning and General Insurance practice. Provident has grown to a business that now employs over 30 people offering financial planning, general insurance, business consultancy and lending advice. The Group provides support and advice to a wide range of individuals and businesses. Whilst financial advice contains standard components, compliance details and is a technical discipline, Paul approaches his role from a personal perspective. He seeks to understand the client’s objectives and expectations of service before looking to present and articulate advice that is relevant to them and their individual situation.

Paul’s primary responsibilities are with corporate clients and gearing strategies, however his dedication and knowledge see him providing unique solutions in all facets of financial advice. Paul has specialised expertise in key person, buy/sell programs and advanced wealth accumulation strategies including self-managed super funds.

Paul Carter is a member of the Financial Planning Association of Australia, a CERTIFIED FINANCIAL PLANNER® and an authorised representative and credit representative of AMP Financial Planning Pty Limited.


Greg Neill CFP®, GDipFinPlanning, F Fin

DIRECTOR OF FINANCIAL PLANNING

Greg holds a Graduate Diploma in Financial Planning, a Diploma of Financial Markets and Financial Services, and is a fellow of FINSIA. Greg has been in the finance industry since 1991. Greg previously held the senior management position of Advice Coach for AMP Financial Planning, where he led a team of Advice Specialists in WA, SA and NT. This followed his time as the Retirement Advice Specialist in WA for AMP Financial Planning.

Greg specialises in the delivery of advice and strategies to individuals and businesses with complex financial needs including self-managed superannuation funds, wealth accumulation, retirement planning and risk protection. Greg has acquired technical skills of the highest order and is a regular source of knowledge for other advisers in accounting and legal fields.

Greg is passionate about improving a client’s financial well being whether they require simple debt advice or complex Self-Managed Super Funds and investment strategies for their retirement.

Greg Neill is a member of the Financial Planning Association of Australia, a CERTIFIED FINANCIAL PLANNER® and an authorised representative and credit representative of AMP Financial Planning Pty Limited.



Greg Healey CFP®

CERTIFIED FINANCIAL PLANNER

Greg has been a financial planner since 1987. He established Explore Wealth Management and grew it into a well-respected practice, providing valuable financial advice and the highest standard of customer service to his clients, until its closure in August 2020.

Greg has completed all relevant financial planning qualifications as well as the highest qualification in his field. CERTIFIED FINANCIAL PLANNER and was formely a Federal Delegate representing WA chapter on the AMP Advisers Representative Board.

Greg Healey is an authorised representative and Accredited Mortgage Consultant of AMP Financial Planning Pty Ltd.


Robin Sandover FChFP, GradDipFinPlan, MFinPlan

FINANCIAL PLANNER

After spending a few years working in construction and mining, travelling and starting, then selling two successful businesses, Rob began his career in Financial Planning in 2014, a career that he thoroughly enjoys.

Rob has completed his Fellow Chartered Financial Practitioner which is awarded through the Association of Financial Advisers (AFA) as their highest form of designation and completed his Graduate Diploma in Financial Planning and Masters in Financial Planning in 2019. He sets himself high standards because he believes that what he does must be the best in order to truly help others. He enjoys getting to know people, discovering what they enjoy in life and planning the journey for them to achieve their goals. He says it is an honour to be able to put people in a better position financial so that they can experience many Enjoy Factor moments.

Robin Sandover is a member of the Association of Financial Advisers and an authorised representative and credit representative of AMP Financial Planning Pty Limited.


Simon Carter BBus, AdvDipFP

FINANCIAL PLANNER

Simon started his career in the financial services industry at Provident in 2010 as part of the Client Services team while he was finishing his Bachelor of Business (Finance and Marketing). Simon was always determined to become a financial planner and he left Provident for several years to gain some very valuable experience with the large banks.
 
He has gained industry experience as a business development manager for CommInsure and then as a Financial Planner at ANZ. Along the way Simon has worked with some great mentors throughout the industry and has gained a deep understanding and passion for financial services and helping others achieve their goals.
 
Simon is excited to be back at Provident, where he feels he can truly help clients achieve their Enjoy Factor with complex strategies that provide better solutions to help achieve their individual needs and objectives.

Simon Carter is a member of the Financial Planning Association of Australia and an authorised representative and credit representative of AMP Financial Planning Pty Limited.



Kieran McErlean BCom, DipFP

FINANCIAL PLANNER

Kieran began his career in the financial services industry in 2011 after completing a Business Commerce Degree then transitioning from property settlements into financial advice. Since that time Kieran has additionally completed a Diploma in Financial Planning, achieved Authorised Representative status, and is a member of the Australian Planning Associate of Australia (AFP).

Meeting new people and seeing the positive effects of long term, trusted and on going personal relationships is his favourite part of the role. Kieran believes that his experience, knowledge and passion for investing contributes great value to a diverse range of client's lives, providing confidence, clarity and pathways to achieving their own goals and Enjoy Factor.

In his spare time, Kieran enjoys spending time with family and friends, keeping fit, listening to finance audio books, and exploring our beautiful State. He also lives and breathes automobiles and could probably talk all day about production cars - so be warned if you bring up the topic.

Kieran is an authorised representative and credit representative of AMP Financial Planning Pty Limited.


Juandy Tan B.Com (FP)

ASSOCIATE

Juandy has worked in the Financial Planning Industry since 2013 and has gained a good understanding of the industry from this experience and his degree in Financial Planning.

He is now looking forward to working with Provident's Team of Financial Planners to assist clients with achieving their Enjoy Factor.

Juandy is also a qualified fire-fighter and trains in the self-defence art of Krav Maga in his spare time.


Chris Burford B.Com (Finance & Economics), DipFP

ASSOCIATE

Chris began his career in Financial Planning after completing a Bachelor of Commerce degree in 2017. He gained important practical experience within the industry throughout various support and administrative roles while continuing with studies. Since then, Chris has further completed a Diploma of Financial Planning and is looking into commencing a Master of Financial Planning.

Chris understands the importance and value of financial advice, working together with Provident's Team of Finanical Planners to assist clients in achieving their financial goals. He greatly appreciates the postive impact that can be made through the advice process, ensuring that the client's best interests are always at the forefront.

Chris enjoys playing sports and spending time with friends and family.


Enjoy factor moments

Enjoy Factor Moments Image

Our vision PLAN. HELP. ACHIEVE. is a series of stepping stones designed to help you explore what it means to enjoy life with financial security. Let us help you discover what your Enjoy Factor is. -

Find out more
Enjoy Factor Moments Image

Our Enjoy Factor is spending time in retirement with the grand-kids and having fantastic holiday adventures. - Jim & Connie Medew

Find out more
Enjoy Factor Moments Image

My Enjoy Factor is volunteering for the Nakuru Hope Gabriel Learning Centre in Kenya. I get the ‘joy’ in my enjoy factor, from the smiling faces of those I am privileged to be able to help; those who so desperately need it. - Gayle Greenwood

Find out more
Enjoy Factor Moments Image

Thanks to careful planning by our wonderful team at Provident, we have been able to travel around America and the United Kingdom enjoying the beginning of our retirement visiting family and friends. - Gerri Garland & Steph Mutch

Find out more
Enjoy Factor Moments Image

We are very satisfied with the service provided by Polly & Provident and can’t recommend them enough. - Matt & Pip McMullen

Find out more
Enjoy Factor Moments Image

Paul, Greg and the team at Provident have become more than just financial advisers to us over the years and are as much friends as they are advisers. - John & Vicki Evans

Find out more
Enjoy Factor Moments Image

Thanks Polly and Greg – you remove plenty of worry from my life! - Richard Murrell

Find out more
Enjoy Factor Moments Image

Provident, Paul Carter and Greg Neill have done an excellent job organizing our financial affairs such that we can draw funds as needed to enjoy these fabulous overseas holidays. - Bob & Bev Berven

Find out more