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Tony Michaels
Director And Principal at Providence Wealth Advisory
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Work Experience
Director And Principal
Mar 2022 - Present · 2 years and 10 months
Senior Director - Head Of Financial Planning
2004 - Mar 2022 · 18 years and 2 months
National Mutual AMP
Business Development Manager
1989 - 1995 · 6 years
Company Details
Providence is a boutique independent investment advisory committed to the financial well-being of our clients. Our expert team provides independent advice, comprehensive wealth management and investment strategies to high-net-worth individuals, families and non-profit organisations. Our advice is supported by one of the most experienced investment committees in Australia, along with in-depth research and extensive market knowledge. Providence was established in 2000 as an independently owned and operated investment advisory licensed through ASIC. With a proven track record, over varied financial cycles, we are now trusted by our clients with over $1.5 billion under advice. Providence has been successfully helping clients to grow their wealth since 2000 and would welcome the opportunity to discuss how we may assist you and your family too. To learn more, please call Grant Patterson - CIO or Michael Ogg - Director on (02) 9239 9333 or email info@providencewealth.com.au.
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services
HQ Location
Level 9, 20 Martin Place Sydney, NSW 2000, AU
Keywords
Investment management and adviceFinancial structuringTactical asset allocatioRisk management and insurance advisoryFund manager selectioDirect InvestmentsFamily/board investment educatioPortfolio administratioFamily officePhilanthropic Services
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