About Prime Financial Group
Prime Financial Group is a publicly listed company based in Melbourne (Australia) founded in 1998. It operates as a wealth management services are provided to clients in Australia. Prime Financial Group has completed 4 acquisitions, including Altezza Partners, CMB Capital and Intello. Its website primefinancial.com.au draws about 15 thousand monthly visits. Prime Financial Group offers products and services including Wealth Management, Capital and Corporate Advisory, and Accounting and Business Advisory. Its focus areas include Asset Management and Wealth Management. Its legal entity is Primestock Securities Ltd. Its competitors include Ord Minnett, Findex, Macquarie Asset Management, MyState and Centric Wealth and 1 more.
Company details
Prime Financial Group was founded in 1998 in Melbourne, Australia. Operations are conducted within the financial services sector, with a primary emphasis on wealth management. Advisory and planning services are delivered to support client investments and financial goals. The company maintains its presence through the domain primefinancial.com.au, serving the Australian geography. Portfolio oversight and strategy development form key aspects of its activities.
- Headquarters Melbourne, Australia
- Stage Public
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website primefinancial.com.au
- Social LinkedIn X Facebook YouTube
- Legal Name Prime Financial Group Limited
- Annual Revenue$41.15 M (USD)20.95as on Jun 30, 2026
- Net Profit$2.69 M (USD)-15.15as on Jun 30, 2026
- EBITDA$8.99 M (USD)14.11as on Jun 30, 2026
- Investments & AcquisitionsAltezza Partners
& 3 more
Products & Services of Prime Financial Group
Prime Financial Group offers a comprehensive portfolio of products and services, including Wealth Management, Capital and Corporate Advisory, and Accounting and Business Advisory.
Service for managing and growing client investments and assets.
Guidance on corporate finance and investment opportunities for businesses.
Assistance with accounting, tax, and strategic business planning.
Apps and channels of Prime Financial Group
its YouTube channel Prime Financial Group has 111 subscribers and 30 videos.
Videos from Prime Financial Group
The most watched videos on Prime Financial Group's YouTube channel, Prime Financial Group (111 subscribers). Click a video to play it here.
More on Prime Financial Group.
People of Prime Financial Group
19 people are tracked at Prime Financial Group (13 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Natalie Simmons | Chief Operating Officer | Leadership |
Peter Gaidzkar | Partner - Corporate Development And Capital | Leadership |
Simon Madder | Managing Director & CEO | Leadership |
Ben Priestley | Head Of Finance | Leadership |
Matt Murphy | Executive Director | Leadership |
Richard Sheehan | Chief Technology Officer | Leadership |
Megan Fleming | Commercial Director, ESG Advisory | Leadership |
Angelina Rigoli | General Manager - Wealth | Leadership |
Tim Bennett | Executive Director - Capital & Corporate Advisory | Leadership |
Peter Bergin | Partner - Capital & Corporate Advisory | Leadership |
David Gulson | Director - Capital & Corporate Advisory | Leadership |
Kim Lion | Director, People & Culture | Leadership |
Jitesh Nayak | Director | Leadership |
Kruthika R Raju | Senior Accountant | Team |
Matthew Buchanan-Reeks | Senior Manager - M&a | Team |
Shella Maniago Quirante | SMSF Administration Co-ordinator | Team |
Daniel Gordon | Client Manager - PABA | Team |
Alicia Graham | Manager | Team |
Cecilia Voss | Senior Financial Accountant | Team |
Complete people profiles for Prime Financial Group
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IPO & Listings of Prime Financial Group
Prime Financial Group is a publicly listed company on the ASX with ticker symbol PFG in Australia, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date07 Dec 2004
- Listed onASX: PFG
- Listed entityPRIME FINANCIAL GROUP LIMITED
- Exchange sectorFinance
- ISINAU000000PFG7
- Share price0.19 AUD · 2026-10-14
- Market capitalisation49,596,204.00 AUD
- Price to earnings12.7
- EPS (diluted, trailing year)0.01 AUD
- Dividend yield9.05%
- Volume (last session)580
Financials of Prime Financial Group
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2026 | 59.8M AUD | 3.9M AUD | 13.1M AUD |
| 2025 | 49.4M AUD | 4.6M AUD | 11.4M AUD |
| 2024 | 40.8M AUD | 2.9M AUD | 8.6M AUD |
| 2023 | 33.7M AUD | 4.4M AUD | 8.8M AUD |
| 2022 | 26.3M AUD | 3.8M AUD | 8.3M AUD |
Detailed financial statements for Prime Financial Group
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Investments & Acquisitions by Prime Financial Group
Prime Financial Group has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Altezza Partners, CMB Capital and Intello.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Self-managed superannuation funds are administered by Intello for compliance. | intello.com.au | Southport, Australia | 2011 | Oct 2022 | •••• | |
Early-stage Australian tech startups are invested in by CMB Capital. | cmbcapital.com.au | Sydney, Australia | 2010 | Jul 2018 | •••• | |
Provider of accounting, business advisory, and wealth management services | altezza.com.au | Brisbane, Australia | 2009 | Jun 2017 | •••• | |
Accounting services are provided to clients across Australia. | mprgroup.com.au | Southbank, Australia | 2000 | Aug 2016 | •••• |
Complete acquisition details for Prime Financial Group
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Timeline of Prime Financial Group
6 dated milestones of Prime Financial Group across 24 years, from founding to its latest funding, stage changes and deals.
- Founded Prime Financial Group is founded.
- IPO Lists on the stock exchange (IPO).
- Acquisition Acquires MPR Group.
- Acquisition Acquires Altezza Partners.
- Acquisition Acquires CMB Capital.
- Acquisition Acquires Intello.
Competitors of Prime Financial Group
Prime Financial Group has 6 listed competitors in our database. They include Ord Minnett, Findex, Macquarie Asset Management, MyState and Centric Wealth, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ords.com.au | 1872 | Sydney, Australia | – | – | Wealth management services are provided to Australian clients. | |
| findex.com.au | 1987 | Melbourne, Australia | – | – | Financial advisory and accounting services are provided by Findex. | |
| macquarieim.com | 1969 | Sydney, Australia | – | – | Offers investment management services focused on portfolio construction and risk assessment. | |
| mystatelimited.com.au | 2009 | Hobart, Australia | – | – | Wealth management services are provided by MyState to Australian clients. | |
| centricwealth.com.au | 2002 | Sydney, Australia | – | – | Wealth management advisory services are provided to clients in Australia. | |
| jbwere.com.au | 1840 | Melbourne, Australia | – | – | Provides professional wealth management services to individual clients. |
Detailed competitors of Prime Financial Group
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Web traffic of Prime Financial Group
The website of Prime Financial Group (primefinancial.com.au) receives about 15.2K visits a month.
- Monthly visits15.2K
▲ 54.3% vs previous month
Websites whose visitors overlap most with Prime Financial Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| trilogyfunds.com.au | 100% | 15.3K | #1,388,244 | View details | |
| firstfinancial.com.au | 96% | 6.5K | #3,154,433 | View details | |
| netwealth.com.au | 85% | 454.2K | #101,164 | View details | |
| australianethical.com.au | 85% | 143.3K | #204,977 | View details | |
| columbiathreadneedle.com | 85% | 88.9K | #404,690 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for Prime Financial Group
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Top companies in Asset Management
10 companies that operate in the same segment as Prime Financial Group (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Prime Financial Group
Complete news archive for Prime Financial Group
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Frequently Asked Questions about Prime Financial Group
Prime Financial Group was founded in 1998.
Prime Financial Group is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.
Annual revenue of Prime Financial Group is $41.15M as on Jun 30, 2026.
Prime Financial Group was founded in 1998 in Melbourne, Australia. Operations are conducted within the financial services sector, with a primary emphasis on wealth management. Advisory and planning services are delivered to support client investments and financial goals. The company maintains its presence through the domain primefinancial.com.au, serving the Australian geography. Portfolio oversight and strategy development form key aspects of its activities.
Prime Financial Group's top competitors include Ord Minnett, MyState and Centric Wealth.
Prime Financial Group offers Wealth Management, Capital and Corporate Advisory, and Accounting and Business Advisory.
Yes, Prime Financial Group is publicly traded on ASX under the ticker symbol PFG.
Prime Financial Group has made 4 acquisitions, including Altezza Partners, CMB Capital, and Intello.
Prime Financial Group operates through Primestock Securities Ltd.