Paul Carter OAM CFP®, DipFP

MANAGING DIRECTOR

Paul started the Provident Group in 1997 as a small Financial Planning and General Insurance practice. Provident has grown to a business that now employs over 30 people offering financial planning, general insurance, business consultancy and lending advice.

The Group provides support and advice to a wide range of individuals and businesses. 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 expectation of service and to present and articulate the advice that is relevant to them and their individual situation.

Paul’s primary responsibilities are with corporate clients and gearing strategies, however his dedication and knowledge see him providing unique solutions in all facets of financial advice.

Paul Carter is an authorised representative and credit representative of AMP Financial Planning Pty Limited.


Sharyn Rule BBus(Fin), Dip FP

DIRECTOR OF OPERATIONS

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 Neill CFP®, GDipFinPlanning, F Fin

DIRECTOR OF FINANCIAL PLANNING

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 AMP Financial Planning Pty Limited.


Simon Carter BBus, AdvDipFP

FINANCIAL PLANNER

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 AMP Financial Planning Pty Limited.

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Enjoy factor moments

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Our vision PLAN. HELP. ACHIEVE. is a series of stepping stones designed to help you explore what it means to enjoy life with financial security. Let us help you discover what your Enjoy Factor is. -

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Our Enjoy Factor is spending time in retirement with the grand-kids and having fantastic holiday adventures. - Jim & Connie Medew

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My Enjoy Factor is volunteering for the Nakuru Hope Gabriel Learning Centre in Kenya. I get the ‘joy’ in my enjoy factor, from the smiling faces of those I am privileged to be able to help; those who so desperately need it. - Gayle Greenwood

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Thanks to careful planning by our wonderful team at Provident, we have been able to travel around America and the United Kingdom enjoying the beginning of our retirement visiting family and friends. - Gerri Garland & Steph Mutch

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We are very satisfied with the service provided by Polly & Provident and can’t recommend them enough. - Matt & Pip McMullen

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Paul, Greg and the team at Provident have become more than just financial advisers to us over the years and are as much friends as they are advisers. - John & Vicki Evans

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Thanks Polly and Greg – you remove plenty of worry from my life! - Richard Murrell

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Provident, Paul Carter and Greg Neill have done an excellent job organizing our financial affairs such that we can draw funds as needed to enjoy these fabulous overseas holidays. - Bob & Bev Berven

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