Prime Financial (ASX: PFG) — Company Overview, News & Financial Data
Prime Financial is an Australian financial services company offering accounting and wealth management solutions.
Prime Financial
Prime Financial is an integrated financial services firm operating across wealth management, accounting and business advisory, capital advisory, and asset management in Australia. The firm serves corporate entities, high-net-worth individuals, and self-managed superannuation funds through specialized financial consulting and advisory solutions. Its operational scope includes corporate advisory, virtual chief financial officer services, tax incentive consultancy, personal wealth administration, and private credit strategies. Prime Financial operates primarily throughout Australia, delivering strategic advice, capital management, and customized portfolio solutions across key metropolitan markets.
Snapshot
Operations
Products and/or services of Prime Financial
- Accounting & Business Advisory: Comprehensive accounting, tax advisory, virtual CFO, bookkeeping, and business consulting services for commercial entities seeking strategic financial management and ongoing corporate administration support.
- Wealth Management: Financial advice, personal portfolio management, and strategic wealth planning for private clients, high-net-worth individuals, and family offices seeking customized long-term investment strategies.
- Capital & Corporate Advisory: Financial advisory and investment banking services covering corporate debt structuring, equity capital raises, transaction advisory, and capital management solutions for growth companies.
- Self-Managed Super Funds (SMSF): End-to-end administration, accounting, compliance, and strategic setup services for self-managed superannuation funds navigating regulatory requirements and portfolio structuring.
- R&D Tax Incentives & Grants: Specialized advisory services designed to identify, document, and claim research and development tax incentives alongside government grants for innovative business entities.
- Alternative Asset Management: Distribution and management of private credit strategies, wholesale property investment opportunities, and specialized fund vehicles for wholesale and institutional investors.
Prime Financial executive team
- Mr. Simon Madder B.Com.MD & Chairman
- Mr. Timothy BennettMD of Business Segment & Executive Director
- Mr. Matthew William Murphy C.A., CPAExecutive Director
- Mr. Peter Madder ACIS, FCA, FCPACo-Founder & Special Adviser
- Ms. Sharon Papworth B.Com., C.A.Chief Financial Officer
- Ms. Natalie SimmonsChief Operating Officer
- Mr. Malcolm ChongGeneral Manager of Sales & Account Management
- Mr. Mark Geoffrey JohnsonPartner - Wealth
- Mr. Matthew Smith CPAPartner of Accounting & Business Advisory
- Ms. Karen DezdjekPartner of SMSF