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Providence Wealth Advisory Group

Providence Wealth Advisory Group Email Formats

Financial ServicesFlag of AUSydney, New South Wales, Australia21-50 Employees

Providence Wealth Advisory Group Email Formats

Providence Wealth Advisory Group uses 2 email formats. The most common is {first initial} (e.g., j@providencewealth.com.au), used 52.4% of the time.

FormatExamplePercentage
{first initial}
j@providencewealth.com.au
52.4%
{first name}
john@providencewealth.com.au
47.6%

Key Contacts at Providence Wealth Advisory Group

Flag of AU

Michael Ogg

Director

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Tony Michaels

Director And Principal

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Thyra Wilton

Director

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Carlo Queddeng

Associate Director

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Carlo Queddeng

Associate Director

Company overview

HeadquartersLevel 9, 20 Martin Place, Sydney, NSW 2000, AU
Phone number+61883187900
Website
NAICS52
SIC637
Keywords
Succession Planning, Wealth Management, Retirement Planning, Family Office, Financial Structuring, Legacy Planning, High Net Worth, Philanthropic Services, Direct Investments, Family Charter, Tactical Asset Allocation, Family/Board Investment Education, Fund Manager Selection, Investment Management And Advice, Portfolio Administration, Risk Management And Insurance Advisory, Bespoke Investment Strategy, Boutique Investment Service
Founded2000
Employees21-50
Socials

About Providence Wealth Advisory Group

Providence is a boutique investment advisory firm committed to the financial well-being of our clients. Our expert team partners with families, not-for-profit organisations and high-net-worth individuals providing tailored wealth management and investment strategies. Our advice is supported by one of the most experienced investment committees in Australia, along with in-depth research and extensive market knowledge. For 25 years we have been privately owned and operated focused on delivering investment advice solely in the best interests of our clients. With a proven track record, over varied financial cycles, we are now trusted by our clients with $2 billion under advice. We would welcome the opportunity to discuss how we may assist you, your family or organisation. To learn more, please call Grant Patterson - CEO or Michael Ogg - Director on (02) 9239 9333 or email info@providencewealth.com.au.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Director

Employees by Department

Providence Wealth Advisory Group has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

Providence Wealth Advisory Group has never raised funding before.

Providence Wealth Advisory Group Tech Stack

Discover the technologies and tools that power Providence Wealth Advisory Group's digital infrastructure, from frameworks to analytics platforms.

WP Rocket

WP Rocket

Caching

Swiper

Swiper

JavaScript libraries

Hotjar

Hotjar

Analytics

Google Maps

Google Maps

Maps

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

Providence Wealth Advisory Group is located in Sydney, New South Wales, AU.
You can reach Providence Wealth Advisory Group at +61883187900.
Providence Wealth Advisory Group was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.
Providence Wealth Advisory Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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