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 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.
Head of Melbourne, Senior Investment Adviser
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 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 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.
Head of Investment Strategy
Will joined Providence in 2012 as Research Analyst. In 2007, he completed his Commerce degree majoring in Finance and Accounting at The University of Notre Dame and his Master of Applied Finance in 2019, being awarded the CAIA scholarship for excellence in Alternative Investments. During his time with Commonwealth Bank he was an Equity Derivatives trader holding positions in equity research, foreign exchange, and interest rate risk management. Will is responsible for asset allocation and portfolio construction research and development and investment performance monitoring.
Senior Investment Advisor
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 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 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
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 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.
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.
Stacey joined the Providence team in January 2019 as Receptionist and Administration Assistant and brings several years of customer service experience to her role.