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Financial Planner Profile Provident
Paul Carter OAM

CFP®, DipFP

Managing Director

Paul was a founder of 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 objectives and expectations of service before looking to present and articulate 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 has specialised expertise in key person, buy/sell programs and advanced wealth accumulation strategies including self-managed super funds.

Paul Carter is a member of the Financial Planning Association of Australia, a CERTIFIED FINANCIAL PLANNER® and an authorised representative and credit representative of AMP Financial Planning Pty Limited.

Financial Planner Profile Provident
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 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.

Greg specialises in the delivery of advice and strategies to individuals and businesses with complex financial needs including self-managed superannuation funds, wealth accumulation, retirement planning and risk protection. Greg has acquired technical skills of the highest order and is a regular source of knowledge for other advisers in accounting and legal fields.

Greg 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 a member of the Financial Planning Association of Australia, a CERTIFIED FINANCIAL PLANNER® and an authorised representative and credit representative of AMP Financial Planning Pty Limited.

Financial Planner Profile Provident
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.

Financial Planner Profile Provident
Jack Raymond

B.Com (Fin & Banking), GradDip FP

Financial Planner

Jack Started his career in Financial planning while studying in 2017 and immediately felt at home in applying finance to helping individuals and families.

After University, this lead to a position at Macquarie Wealth Management, allowing Jack to extract knowledge from a vast array of highly skilled Advisers.

Furthering Study at a postgraduate level, Jack worked through FASEA’s recent requirements in order to become one of the country’s first ‘new entrants’ to successfully become an Adviser.

Now close to completing his Masters at University of New South Wales, Jack is looking to continually sharpen his knowledge and skills to provide the highest quality advice to clients.

Completing guest lectures at Curtin from which he so recently graduated, Jack is working hard to represent and nurture the next generation of the industry from which he believes the country as a whole can benefit.

Outside of work Jack enjoys an active lifestyle, live music & playing Football for Stirling Saints.

Financial Planner Profile Provident
Jeremy Rafols

B.Com (FP)

Associate

Jeremy started his Financial Planning career after completing a Bachelor of Commerce degree in 2019. He gained important hands-on experience within the industry throughout several internship roles while also continuing with his studies.

He then ventured into the mining industry where he spent the next 5 years gaining invaluable real-world experience and as a result hopes to be able to utilise the transferable skills gained. He is looking forward to working with Provident's Team of Financial Planners to assist clients with achieving their Enjoy Factor.

Beyond this, Jeremy enjoys quality time with loved ones and a round of golf

Financial Planner Profile Provident
Chris Burford

B.Com (Fin & Econ), DipFP

Associate

Chris began his career in Financial Planning after completing a Bachelor of Commerce degree in 2017. He gained important practical experience within the industry throughout various support and administrative roles while continuing with studies. Since then, Chris has further completed a Diploma of Financial Planning and is looking into commencing a Master of Financial Planning.

Chris understands the importance and value of financial advice, working together with Provident's Team of Finanical Planners to assist clients in achieving their financial goals. He greatly appreciates the postive impact that can be made through the advice process, ensuring that the client's best interests are always at the forefront.

Chris enjoys playing sports and spending time with friends and family.

Financial Planner Profile Provident
Nikki Murray

Dip FP

Associate / Senior Paraplanner

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Financial Planner Profile Provident
Narelle Leenaars

Dip FS

Associate / Senior Paraplanner

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