Brand profile · Financial Services

Provident Advisory

Provident Advisory is a Financial Services brand in Brisbane City, Queensland. Ownership is privately held; it publishes at providentadvisory.com.au. It holds one address on record, all in Australia. The record counts 6 people. Tagged retirement planning, risk management and investment advisory. One Australian registration (ABN) is a confirmed match. It is listed alongside nine similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2019 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
6
self-reported 2–10 band
Founded
2019
7 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • PROVIDENT ADVISORY PTY LTD

    ABN97633777492

    QLDHigh confidenceMatched on exact nameABR

Legal entities

Provident Advisory: 1 registry entityProvident Advisory is linked to 1 registry entity: PROVIDENT ADVISORY PTY LTD (ABN 97633777492, candidate).Provident AdvisoryPROVIDENT ADVISORY PTYLTDABN 97633777492Candidate · High confidence
Show as table · Provident Advisory: 1 registry entity
Provident Advisory: 1 registry entity
PROVIDENT ADVISORY PTY LTDABN 97633777492
Confirmed matches0 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

www.providentadvisory.com.au. Provident Advisory is a Queensland based, client centric investment and wealth management firm located in the Brisbane CBD. Offering the intimacy of a boutique investment firm, backed by the resources and scale of one of the nation’s largest privately-owned licensees, you can rest assured your financial planning needs are in the best hands.

Provident Advisory is wholly owned by its Partners and operates under the licence of Provident Advisory Pty Ltd (ABN 97 633 777 492) AFSL No. 549697. Our focus is on providing transparent fee-based advice. Our highly-qualified advisers offer personal financial advice, solutions and services that are tailored to each client’s unique set of circumstances and objectives. This means we are in the best position to make a positive difference to your success.

Our clients benefit from a comprehensive suite of investor services including financial planning, managed fund and direct equity portfolio management, superannuation, estate planning, retirement planning, funds management, fixed interest, portfolio services and business succession planning.

Backed by innovation, quality leadership and some of the nation’s best investment research, our business meets the growing needs of our clients. We work closely with our clients and forge strong, long-term relationships which will always be the cornerstone of your success.

For all important information please visit www.providentadvisory.com.au.

Provident Advisory Group Holdings Pty Ltd (ACN 606 646 968), Provident Advisory Group Pty Ltd (ACN 633 929 236) & DZAM Wealth Pty Ltd (ABN 55 634 057 051) [t/a Provident Advisory] are Corporate Authorised Representatives of Provident Advisory Pty Ltd (ABN 97 633 777 492) AFSL No. 549697

Specialties

All 7 specialties
  • wealth management
  • estate planning
  • retirement planning
  • investment advisory
  • business succession planning
  • risk management
  • asset protection

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU127 Creek St; Suite C, Level 18; Brisbane City, Queensland 4000Primary

Grid intelligence Members

Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

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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

3 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Provident Advisory?

One Queensland entity on the ABR. PROVIDENT ADVISORY PTY LTD (ABN 97 633 777 492), high confidence.

How many people work at Provident Advisory?

The record holds 6 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Provident Advisory have offices?

One address on record, Australia only. Primary: 127 Creek St, Suite C, Level 18, Brisbane City, Queensland 4000.

Has Provident Advisory raised funding?

None linked to this brand.

What does Provident Advisory list as its specialties?

Seven tags on the brand's own list, among them retirement planning, risk management and investment advisory.

Which companies are listed alongside Provident Advisory?

4 profiles list Provident Advisory as a peer — 67th percentile in Financial Services. It lists ten peers of its own. Merit Wealth Pty Ltd and Platinum Investment Advisory list it back.

What is Provident Advisory's website?