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Showing 1 - 10 of 25 results for "Prime Financial Group"

IAM announces new product, appointment

ELIZA BAVIN  |  MONDAY, 21 OCT 2024
... as UBS Investment Bank and Bluestone Home Loans and was most recently a partner in corporate advisory at Prime Financial Group. "Perkins' expertise in originating, structuring, and managing asset-backed securities will be instrumental in ensuring the ...

Prime Financial revenue grows 21% to $41m

ANDREW MCKEAN  |  THURSDAY, 22 AUG 2024
Prime Financial Group has reported a 21% increase in revenue, reaching $40.8 million, bolstered by strong growth in its wealth business. The company remains on track to achieve its goal of $50 million in group revenue by FY25, with plans to double that ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... which rebranded to Diverger, Treasury Group, which merged with Northern Lights Capital Group in 2014, and Prime Financial Group (formerly Australian Value Funds Management). David Slack was recently appointed to the board as a non-executive director. ...

Prime Financial Group adds to c-suite with new role

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
Prime Financial Group has appointed James Lake to the newly created position of chief growth officer and Andrea Slingsby as independent non-executive director. Prime said both appointments are key to its next phase of growth as the group continues work ...

Prime FG eyes wealth management business

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
Prime Financial Group (PFG) is set to acquire an unnamed firm that operates investment research and funds management services. PFG flagged that a confidential non-binding indicative offer has been made to the Melbourne-based firm. If the offer is successful ...

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
Prime Financial Group is set to acquire a boutique alternatives asset manager and will pay up to $4.5 million. The ASX-listed firm entered into an agreement to buy Altor Capital which has a staff of seven based in Brisbane. Prime will pay an initial ...

Prime Financial acquires SMSF administrator

CHLOE WALKER  |  TUESDAY, 4 OCT 2022
In a critical step in its ambition of becoming Australia's premier B2B SMSF administrator, Prime Financial Group has acquired Gold Coast-based SMSF Administrator Intello. The acquisition will see Prime Financial Group's SMSF division represent approximately ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... grew 51% year on year while after-tax profit of $2.6 million rose by 57%. Meanwhile, wealth management firm Prime Financial Group made $12.2 million in revenue in its half-year results, up 14% year on year, while after-tax profit of $1.5 million grew ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... Taking home the licensee managed account award was Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's efforts in improving managed accounts saw them take out the innovation ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Saliba, Mark Oliver and Stuart Alsop. The finalists are: Licensee Managed Account Canaccord Crystal Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium Resonant Australian ...
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