Providence Foundation
A Planned and Professional Approach to Charitable Giving
Sharing your wealth to make a difference can be enormously rewarding, but many Australians take an ad-hoc approach to their giving, making it difficult to see the impact of their generosity.
The Providence Philanthropic Foundation was established to facilitate a planned and professional approach to charitable giving. We welcome both existing clients and new clients to join us in our endeavour towards sustainable support for charities.
A minimum of $50,000 is recommended to establish a sub-fund. Clients can give their sub-fund a specific name (such as a family name) and grants to charities will refer to this name. Philanthropy can be a wonderful opportunity for all generations to work together on building a family legacy.
Fees Rebated
As part of our commitment to the charities, at least 50% of fees are rebated back into the Foundation.
Grants Made by the Providence Philanthropic Foundation
Since its establishment in 2015, the Providence Philanthropic Foundation has contributed over $5 million in grants to more than 100 carefully chosen charities through sub-funds created by our clients.
Interested in Charitable Giving?
Directors of the Trustee
01
Grant Patterson
Grant is the founder and Managing Director of Providence Independent Investment Advisory. He has over thirty years of experience in investment markets. He has held such positions as a Director of ABN Amro, and Head of Retail Broking. He has also held other senior positions: Senior Institutional Dealer, Head of the Sydney Institutional Dealing Desk, as well as Head of Corporate Liaison. In addition Grant has a focus on youth mentoring in his role as Ambassador for The Duke of Edinburgh Award, and a Mentor in The Smith Family Learning for Life programme.
02
Guy Amon
Guy has over twenty-six years of experience in the financial services industry. He started his career working in tax with Arthur Andersen, and has been a financial planner since 1996. He has held senior management and technical taxation compliance positions with AMP. He was also Manager Retirement Planning, Manager Superannuation, Business Insurance and Sales Technical. Guy has a Bachelor of Commerce and a Bachelor of Laws from the University of NSW. He holds the internationally recognised Certified Financial Planner practitioner designation from the Financial Planning Association of Australia and a Diploma in Financial Planning from Deakin University.
03
Cameron Smart
Cameron has 30 years of experience in the commercial property industry. Throughout his career with several high profile property companies he has been responsible for investment sales and acquisitions on behalf of high net worth individuals, property trusts and institutions. Cameron has guided investment and development strategies for institutions such as the Uniting Church in Australia. Cameron was an active committee member of BOMA (forerunner to the FCA) and a non-executive Director of the Uniting Church Trust Association. Cameron has most recently been appointed a non-executive Director of the Duke of Edinburgh’s Award.
04
Leeza Yilmaz
Leeza has twenty-six years of experience including 2 years working at the Sydney Children’s Hospital Foundation, and joined Providence as Operations Manager in 2001. She started her career with Meares and Philips in 1986. She then worked for ABN Amro holding such management roles as Accounts Clerk, Funding Desk and Private Client Account Manager.