Company Prime Financial Group Limited

PFG

AU000000PFG7

Business Support Services

Market Closed - Australian S.E. Other stock markets 02:10:03 2024-04-29 am EDT			5-day change	1st Jan Change
0.205 ^AUD	-6.82%		-4.65%	-8.89%

Feb. 19	Prime Financial Group Limited Reports Earnings Results for the Half Year Ended December 31, 2023	CI
Feb. 19	Prime Financial Group Wholly Acquires Altor Capital	MT

Business Summary

Prime Financial Group Limited is an Australia-based professional services firm. The Company's segments include Wealth Management & Self-Managed Super Funds (SMSF), and Accounting & Business Advisory (ABA) plus Capital Advisory. The Wealth Management & SMSF segment is engaged in providing wealth management, financial planning, plus self-managed superannuation fund services and advice. The Companyâs Accounting & Business Advisory (ABA) plus Capital Advisory segment is focused on providing accounting, tax and advisory services, plus capital advice. Its services include accounting and tax compliance, business growth advisory and strategy, outsourcing CFO and accounting services, grants and R&D tax incentives, innovation and commercialization advice, financial planning and strategic advice, retirement planning, superannuation advice, investment advice, life insurance, governance advisory, family office service, and wholesale property investments.

Number of employees: 200

Sales per Business

AUD in Million	2022	Weight	2023	Weight	Delta
Accounting and Business Advisory plus Capital and Corporate Advisory 54.3 %	15	56.7 %	18	54.3 %	+22.76%
Wealth Management and SMSF 45.1 %	11	42.8 %	15	45.1 %	+34.93%
Corporate 0.6 %	0	0.5 %	0	0.6 %	+60.18%

Sales per region

AUD in Million	2022	Weight	2023	Weight	Delta
Australia 100.0 %	26	100.0 %	34	100.0 %	+28.16%

Managers

Managers	Title	Age	Since
Simon Madder CEO	Chief Executive Officer	-	97-12-31
Richard Sheehan CTO	Chief Tech/Sci/R&D Officer	-	15-10-31
Jonathan Bayes CIO	Chief Investment Officer	-	12-12-31
Tim Bennett BRD	Director/Board Member	-	14-12-31
Matthew Murphy BRD	Director/Board Member	-	17-02-28
Ben Priestley IRO	Public Communications Contact	-	18-12-16
Alicia Sanders SEC	Corporate Secretary	-	01-12-31
Marcus Ainger PRN	Corporate Officer/Principal	-	14-12-31
Peter Bergin PRN	Corporate Officer/Principal	-	18-06-30
Grant Smuts PRN	Corporate Officer/Principal	-	23-06-30