Spending power
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Spending power
Key facts
Counted staff
26
self-reported 11–50 band
Founded
2000
26 years
Legal entities
1
ABR
Office countries
1
3 of 4 reported addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
ABN42003224904
Legal entities
Show as table · Providence Wealth Advisory Group: 1 registry entity
| PROVIDENCE WEALTH ADVISORY GROUP PTY LTD | ABN 42003224904 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
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.
Specialties
All 18 specialties
- Investment management and advice
- Financial structuring
- Tactical asset allocation
- Risk management and insurance advisory
- Fund manager selection
- Direct Investments
- Family/board investment education
- Portfolio administration
- Family office
- Philanthropic Services
- Family Charter
- Succession Planning
- Legacy Planning
- Wealth Management
- High Net Worth
- Bespoke Investment Strategy
- Boutique Investment Service
- Retirement Planning
Related specialties
Locations
4 reported addresses · 3 on record.
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 9, 20 Martin Place; Sydney, NSW 2000Primary
- AULevel 23, 101 Collins St; Melbourne, VIC 3000
- AULevel 4, 2 Ebenezer Place; Adelaide , SA 5000
Grid intelligence Members
Signals & hiring
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Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
Which legal entity operates under Providence Wealth Advisory Group?
One New South Wales entity on the ABR. PROVIDENCE WEALTH ADVISORY GROUP PTY LTD (ABN 42 003 224 904), high confidence.
How many people work at Providence Wealth Advisory Group?
The record holds 26 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Providence Wealth Advisory Group have offices?
Three addresses on record, Australia only. Primary: Level 9, 20 Martin Place, Sydney, NSW 2000.
Has Providence Wealth Advisory Group raised funding?
None linked to this brand.
What does Providence Wealth Advisory Group list as its specialties?
18 tags on the brand's own list, among them legacy planning, retirement planning and succession planning.
Which companies are listed alongside Providence Wealth Advisory Group?
10 profiles list Providence Wealth Advisory Group as a peer — 86th percentile in Financial Services. It lists ten peers of its own. Heritage Capital Group - Wealth Management and Kelly+Partners Private Wealth list it back.