Our Team

Grant Patterson

Managing Director, CIO

Grant founded Providence and has over 30 years of experience in investment markets. He has held senior positions such as a Director of ABN Amro, and Head of Retail Broking, Senior Institutional Dealer, Head of the Sydney Institutional Dealing Desk, as well as Head of Corporate Liaison. In addition, Grant is an Ambassador of ASX Refinitiv Charity Foundation, Ambassador for The Duke of Edinburgh Award and Working Group member The REACH Foundation NSW.

Michael Ogg

Director, Senior Investment Advisor

Michael has over 20 years of experience in investment. He started his career in London in 1993, and held a position of Investment Analyst and Trainee Fund Manager with JP Morgan Investment Management. In Australia, Michael worked for AMP Asset Management holding senior roles in institutional equities, and for Deutsche Bank as a Client Advisor in private banking.

James Smith

Head of Melbourne, Senior Investment Advisor

James has over 20 years of investment market experience (cash equities). Prior to joining Providence, he held the position of Deputy Head of Domestic Sales at CIMB Securities (Australia) and was a member of the CIMB Equities (Australia) Management Committee. He has also held positions as Director – Sales at RBS, ABN AMRO and Sales at Deutsche Bank. James was responsible for Melbourne Sales/Account management in his previous roles over the last decade, and in the last two years was also responsible for New Zealand.

Leeza Yilmaz

Operations Manager

Leeza joined Providence in 2001 and has  more than 30 years of experience. 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. She is responsible for the implementation of clients’ portfolios, liaison with clients and their accountants to provide tax information, and corporate communication compliance oversight.

Carlo Queddeng

Associate Director

Carlo has worked for Providence since 2006, as Portfolio Analyst. He is responsible for managed funds research, performance attribution, asset allocation reviews, and client portfolio analysis. He has a double degree: a Bachelor of Business, and Bachelor of Computing from the University of Technology Sydney: majoring in Finance and Information Technology Management.

Will Porter

Head of Investment Strategy

Will joined Providence in 2012, he is responsible for asset allocation, portfolio construction research and development and investment performance monitoring.  Will completed a Bachelor of Commerce in 2007 and a Master’s degree in Applied Finance in 2019, where he was awarded the CAIA scholarship for excellence in Alternative Investments.  Prior to Providence Will worked with the Commonwealth bank as an equity derivatives trader.

Justine Morton

Senior Investment Advisor

Justine has 25 years of investment and finance experience both in Australia and internationally. Prior to joining Providence she was a Relationship Manager at Credit Suisse Private Banking. She has held positions at First State Fund Managers (Colonial), Hartley Poynton in Australia, then Lehman Brothers and Cargill Investor Services in London. Justine founded Finsbury Capital Advisors in Australia. Justine has a Bachelor of Commerce degree.

Guy Amon

Executive Financial Planner

Guy has over 26 years of experience in the financial services industry. He 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.

Alma Marshall

Personal Assistant

Alma joined Providence in 2014 as Grant Patterson‘s Personal Assistant. She brings with her vast experience in similar roles. Alma plays an important part of the Support Team, ensuring that Providence’s high standards of client service and responsiveness continue to be met.

Debbie Patterson

Accounts Manager

Debbie has over 25 years of experience within the investment industry. She has worked for Providence since the founding of the firm. Her roles include both Human Resources Manager, as well as Head of the Accounting Department.

Melissa De Corrado

Administration Manager

Melissa has worked for Providence since 2006. She is responsible for providing corporate administration management, co-ordinating all client activities and communications, managing settlements, and dealing with client enquiries and share registries.

Preeti Ram

ADMINISTRATION CO-ORDINATOR

Preeti joined the Providence team in 2018 as Administration Co-Ordinator. Preeti ensures the seamless operation of the office, supporting the Administration Manager and Operations Manager. 

Will Chen

RESEARCH ANALYST

Will joined Providence in 2021 as a Research Analyst and has 4 years relevant industry experience. He is responsible for asset allocation, portfolio construction research and development and investment performance monitoring.  Will holds a Bachelor of Commerce (Finance) and Bachelor of Laws from the University of New South Wales.

Ben Sullivan

Research Assistant

Ben joined Providence in 2020 as a Research Assistant. He is responsible for supporting managed funds research, asset allocation reviews, client portfolio analysis and end of month reports. Ben has a double degree from the University of New South Wales; a Bachelor of Commerce and Bachelor of Economics majoring in Finance and Economics.

Zohreh Zaeri

Reception/Administration Assistant
Zohreh joined the Providence team in May 2021 and is responsible for reception duties and providing support for the administration team. She also holds a degree in Aquaculture Marine Biology.

Stacey Murray

Marketing Coordinator

Stacey joined the Providence team in January 2019 as Receptionist and Administration Assistant and brings several years of customer service experience to her role.