Prime Financial Group
Financial Services • 
Melbourne, Victoria, Australia • 101-200 Employees
Company overview
| Headquarters | Level 17, HWT Tower, 40 City Road, Southbank, VIC 3006, AU |
| Phone number | +611800317006 |
| Websites | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Business Advisory, Alternative Asset Management, Investment Advisory Services, M&A, Carbon Accounting, Smsf, Accounting & Tax Advisory, Wealth Management Advice, Asset Protection Advice, Accounting Firm Investments, Investment Portfolio Services, Wealth Management Joint Ventures (Acct Firms), Accounting Advise |
| Founded | 1998 |
| Employees | 101-200 |
| Socials |
Key Contacts at Prime Financial Group
David Gulson
Director - Capital & Corporate Advisory
Simon Madder
Managing Director & Ceo
Kim Lion
Director, People & Culture
Megan Fleming
Commercial Director, Esg Advisory
Jason Danielsco
Director
Jamie Hunter
M&A Director
Matthew Buchanan-Reeks
Associate Director
David Ooi
Director - Debt Capital Markets
Dave Metsker
Owner
Megan Saba
Director, People & Culture
Prime Financial Group Email Formats
Prime Financial Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@primefinancial.com.au), used 79.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@primefinancial.com.au | 79.3% |
{first initial}{last name} | jdoe@primefinancial.com.au | 20.7% |
About Prime Financial Group
Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals, businesses, and family offices across Australia. We partner with clients through all stages of their financial and business journey, providing expert support across wealth management, accounting and business advisory, capital and corporate advisory, SMSF solutions, and alternative asset investments. With a growing portfolio of specialist brands, including Intello, Equity Plan Management, Altor Capital, and Stock Doctor (Lincoln Indicators), we are committed to innovation, partnerships, and building long-term relationships that create real impact and value. Whether you’re growing your business, preserving family wealth, or investing for the future, we will connect you with the expertise and opportunities to achieve your goals and aspirations.
Prime Financial Group revenue & valuation
| Annual revenue | $27,300,000 |
| Revenue per employee | $160,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $87,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Prime Financial Group has 85 employees across 11 departments.
Departments
Number of employees
Funding Data
Prime Financial Group has never raised funding before.
Prime Financial Group Tech Stack
Discover the technologies and tools that power Prime Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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