Providence Wealth Advisory Group
Financial Services in Australia
Overview
For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and not-for-profit organisations across Australia. We are proudly commission-free, institutionally unaligned, and focused solely on your financial legacy.
When it comes to managing your wealth, the difference between a boutique private wealth manager and a large institutional adviser is profound. At Providence, you work directly with senior advisors and investment committee members - not relationship managers or call centres. Our boutique model means your portfolio receives genuine attention, your goals drive every decision, and your family has direct access to the people who manage your wealth. This is personalised investment management the way it was meant to be.
We would welcome the opportunity to discuss how we may assist you, your family or organisation.
To learn more, please call one of our experienced advisors on (02) 9239 9333 or reach out to one of our team directly:
Grant Patterson, CEO: grant@providencewealth.com.au
Michael Ogg, Executive Advisor: michael@providencewealth.com.au
James Smith, Executive Advisor, Head of Melbourne: james@providencewealth.com.au
Marc Wait, CIO: marc@providencewealth.com.au
Justine Morton, Executive Advisor: justine@providencewealth.com.au
Carlo Queddeng, Senior Advisor: carlo@providencewealth.com.au
Tagline
Australia's Boutique Wealth Advisor for High-Net-Worth Families and Not-for-Profit Organisations.
EMPLOYEES
11-50 employees
FOUNDED
2000
HQ
Sydney, NSW
TYPE
Privately Held
Location
- Street
- Level 9, 20 Martin Place
- City
- Sydney
- Region
- NSW
- Postal code
- 2000
- Country
- Australia
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FAQ
What is the company name?
providencewealth.com.au is the website of Providence Wealth Advisory Group.
What is the industry of the company?
Providence Wealth Advisory Group (providencewealth.com.au) is in the Financial Services industry.
What products and services does the company offer?
Providence Wealth Advisory Group (providencewealth.com.au) lists these specialties: Wealth Management for HNWI and Families, Bespoke Investment Strategies, Not-For-Profit Investment and Governance Strategies, Legacy Planning, Intergenerational Wealth Transfer Guidance and Investment Strategies, Family Charter, Portfolio Administration , Tactical Asset Allocation, Fund Manager Selection, Direct Investments, Family/Board Investment Education, Philanthropic Services, Family Office Services, and Family Advisory Services.
When was the company founded?
Providence Wealth Advisory Group (providencewealth.com.au) was founded in 2000.
How many employees does the company have?
Providence Wealth Advisory Group (providencewealth.com.au) has 11-50 employees.
What is the company type?
The company type of Providence Wealth Advisory Group (providencewealth.com.au) is Privately Held.
Where is the company headquartered?
Providence Wealth Advisory Group (providencewealth.com.au) is headquartered in Sydney, NSW.
What is the address of the company?
The address of Providence Wealth Advisory Group (providencewealth.com.au) is Level 9, 20 Martin Place, Sydney, NSW, 2000, Australia.
What are the social media accounts of the company?
The social media account of Providence Wealth Advisory Group (providencewealth.com.au) is LinkedIn.
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