Paul Carter CFP®, DipFP

MANAGING DIRECTOR

Paul started 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 expectation of service and to present and articulate the 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 Carter is an authorised representative and credit representative of AMP Financial Planning Pty Limited.


Sharyn Rule

DIRECTOR OF OPERATIONS

Sharyn has worked in the Finance industry since 1985 and during this time held an executive position with AMP Financial Planning and senior positions within two Financial Planning Practices.

Sharyn’s skills and expertise relate to Human Resources, business development and operational management. Her experience in operational roles and management roles over more than 20 years has resulted in an in-depth knowledge of what is required to run a profitable and successful business.


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 collectively 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. Prior to this, Greg developed 7 years of extensive experience as a financial planner with Commonwealth Financial Planning in both Kalgoorlie and Perth and has a further 7 years' experience in various banking and finance roles in South Australia, Northern Territory and Kalgoorlie.

Greg’s managerial, technical and advisory experience combine to create a deep understanding of a client’s financial position. He 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 an authorised representative and credit representative of AMP Financial Planning Pty Limited.


Troy Hams ANZIIF (Snr Assoc) CIP

GENERAL INSURANCE MANAGER

Troy has been in the General Insurance Industry since 1985 and with Provident since 1999. Troy is a Senior Associate of the Australian and New Zealand Institute of Insurance and Finance and a Certified Insurance Professional. He is primarily responsible for managing general insurance portfolios for small to medium enterprise.

Troy Hams is an authorised representative of Resilium Pty Ltd and Ausure Pty Ltd.


Tanya Sadowski

SENIOR INSURANCE CONSULTANT

Tanya has been in the General Insurance Industry since 1985, including roles in senior management, and has been with Provident since 1997. She is primarily responsible for support to small to medium enterprise and individual client’s insurance needs.

Tanya Sadowski is an authorised representative of Resilium Pty Ltd and Ausure Pty.


Trent Carter

BUSINESS & FINANCE MANAGER

Trent has worked in finance and property for over 10 years, he has previously held executive positions at Commonwealth Bank and Medfin Finance/NAB.

Trent’s specialities are in business valuation including benchmarking and value gap analysis, risk and needs analysis, business succession and transition planning; as well as business and investment finance structuring. His core focus is to help clients succeed in their businesses and to help them make informed and sound decisions.


Enjoy factor moments

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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. -

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

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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

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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

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

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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

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

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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

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