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Leadership Team Profile
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.

Leadership Team Profile
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.

Leadership Team Profile
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.

Leadership Team Profile
Simon Carter

BBus, AdvDipFP

Senior 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.

Paul Carter
Sharyn Rule
Greg Neill
Troy Hams
Simon C

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Paul Carter Pty Ltd (ABN 16 079 780 895) trading as Provident Financial Services is an authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

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This website contains information that is general nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decision based on this information.

Paul Carter Pty Ltd (ABN 16 079 780 895), trading as Provident Financial Services is an authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

Website links have been provided with permission for information purposes only and will take you to external websites, which are not connected to us or our Licensees (AMP Financial Planning Pty Limited in any way. Note: We, AMP Financial Planning Pty Ltd  do not endorse and are not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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