Our consultants are highly experienced business drivers, focused on providing SME owners with the support and skills to plan, manage and control their business resulting in greater profit, capital value and staff involvement.

Trent Carter

BA (mass comm.), Dip Fin Mgmt

Trent has worked in finance and property for over 10 years, he has previously held executive positions at Commonwealth Bank and Medfin Finance/NAB.

Trent’s specialities are in business valuation including benchmarking and value gap analysis, risk and needs analysis, business succession and transition planning; as well as business & investment finance structuring. His core focus is to help clients succeed in their businesses and to help them make informed and sound decisions.

Paul Carter

Dip FP

Paul has been involved in the finance industry since 1987 and has been a Certified Financial Planner since 1997.

As Managing Director, Paul has overseen strategy and growth to the Provident group creating a business that employs over 30 people, services a diverse group of individual and business clients, and is valued at in excess of $10 million. His passion is in the areas of leadership and strategic planning.

Sharyn Rule

B Bus (Fin), Dip FP

Sharyn has worked in the Finance industry since 1985 and during this time held an executive position with AMP Financial Planning and senior positions within two Financial Planning Practices.

Sharyn’s skills and expertise relate to Human Resources, business development and operational management. Her experience in operational roles and management roles over more than 20 years has resulted in an in-depth knowledge of what is required to run a profitable and successful business.

Damian McLachlan

Damian has worked in finance for the past 12 years upholding various roles throughout the Business/Corporate and Private Banking sector.

Damian’s role is to partner with our Business & Finance Manager, specialising in business and finance structuring, risk and needs analysis and business strategy implementation. Using his knowledge and experience, his core focus to assist clients succeed both in their professional and personal lives.

Lisa Carter

Lisa has extensive experience in administration and finance roles in the motor and property industry. Her role is to support the consultants to ensure the best outcomes for our clients and as an additional point of contact for the clients. As a process driven person, Lisa’s efficiency and organisational skills are invaluable to the team of consultants. 

We are accredited providers of the award winning Bstar program.