Paul was the founder of the Provident Group in 1997 after joining the industry in 1987. Provident has grown to a business that now employs over 30 people offering financial planning advice to a large and diverse group of individuals and businesses with operations in Nedlands, Wangara, Bunbury and Broome.

Paul stands by the groups vision of ‘Plan, Help Achieve’ and believes this simple but powerful statement helps guide everyone at Provident towards the provision of advice and service targeted at the individuals’ identified goals and aspirations – in fact this is what most excites Paul in the delivery of advice, helping people achieve their own ‘Enjoy Factor’ moments. ‘Experiencing and celebrating clients achieving their desired outcomes is both uplifting and motivating for me and is my ‘why’ I do what I do’.

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. ‘Delivering outcomes to meet our clients expectations in a compliant and bespoke manner is what drives our team to achieve the very best for each and every Provident client’.

Paul’s specialty is in the retirement and investment advice areas and with over 35 years experience his knowledge and experience see him providing unique solutions in all facets of financial advice. Paul also has specialised expertise in key person, buy/sell programs and advanced wealth accumulation strategies including self-managed super funds and gearing strategies.

Paul also has had extensive involvement in industry and voluntary roles in the community and was awarded an Order of Australia in the general division (OAM) in 2022 for his service to the community. At a national conference in 2025 Paul was awarded an industry Lifetime Achievement Award.

In receiving these awards Paul stated ‘It has been a very humbling experience to be recognised with these awards especially when you look through the list of giants that share these special honours with me. I also recognise the many Australians who continue to serve their community selflessly on a voluntary basis not seeking recognition for their passion and involvement for the better of us all - I feel these awards are shared by all with whom I have had the privilege to walk alongside and represent during my journey.’

Paul Carter is a member of the Financial Planning Association of Australia, completed a Diploma of Financial Planning (Dip FP), a CERTIFIED FINANCIAL PLANNER® (CFP) and an authorised representative and credit representative of Akumin Pty Ltd.

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 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 Akumin Pty Ltd.

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 Akumin Pty Ltd.