Xcout IntelPRIME FINANCIAL GROUP LIMITED
Operating from its Southbank, Australia headquarters since 1965, Prime Financial Group Limited offers an extensive array of financial and advisory services throughout Australia. The firm's core offerings encompass wealth management, self-managed superannuation fund (SMSF) solutions, comprehensive accounting and business advisory, and specialized capital and corporate advisory. Its accounting and business advisory services span tax compliance, strategic growth planning, performance monitoring, outsourced CFO support, assistance with grants and R&D tax incentives, and innovation commercialization guidance. In the capital and corporate realm, the company facilitates mergers and acquisitions, capital raising efforts, and broader corporate development initiatives. Furthermore, Prime Financial Group provides a full spectrum of wealth management services, including financial and retirement planning, investment consultation, and life insurance, alongside dedicated administration and compliance for self-managed superannuation funds.
Subscribe to see PRIME FINANCIAL GROUP LIMITED’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
PRIME FINANCIAL GROUP LIMITED at a glance
PRIME FINANCIAL GROUP LIMITED is a financial services company headquartered in Southbank, Australia. Xcout tracks 15 named people at PRIME FINANCIAL GROUP LIMITED, including Kamal Bhatia (President & Chief Executive Officer of Principal Asset Management).
PRIME FINANCIAL GROUP LIMITED leadership
- Kamal BhatiaPresident & Chief Executive Officer of Principal Asset Management
- Deanna Dawnette Strable-SoethoutPresident, Chief Executive Officer & Chair of the Board
- Christopher James LittlefieldPresident of Retirement & Income Solutions
- Amy Christine FriedrichPresident of Benefits & Protection
- Joel Michael PitzExecutive Vice President & Chief Financial Officer
- Bethany A. WoodExecutive Vice President & Chief Marketing Officer
9 more named people on record for PRIME FINANCIAL GROUP LIMITED, with roles, board committees and tenure — see the full roster →
PRIME FINANCIAL GROUP LIMITED competitors
A few of PRIME FINANCIAL GROUP LIMITED's closest competitors — see the full list of competitors and alternatives →
WT Financial Group Limited, an Australian company established in Sydney in 2014, offers a wide array of financial services, operating through distinct Business-to-Business (B2B) and Direct-to-Consumer (D2C) segments. The firm provides comprehensive support to its business clients, including licensing, compliance and risk management, professional education and training, technical assistance, and practice development services, which incorporate consumer marketing and educational resources. For its direct clients, WT Financial Group delivers services encompassing financial planning, investment guidance, product distribution, mortgage finance and brokerage, accounting, and Self-Managed Superannuation Fund (SMSF) administration. The company also offers expert advice on wealth management, retirement planning, investment strategies, mortgages, and taxation, covering planning, structuring, and the preparation and lodgement of tax returns. Its product offerings are diverse, featuring superannuation investments, insurance, general finance options, equities, and both direct and SMSF-held residential and commercial properties for retail and wholesale clients. Additionally, it provides specialized home loan solutions for private wealth clients. The company previously traded as Spring FG Limited before changing its name to WT Financial Group Limited in November 2019.
Gold Leaf Financial Group Inc. provides comprehensive financial and business advisory services for individuals and enterprises. The company integrates wealth management, insurance, group benefits and retirement, human capital management, and creative services into a single platform to support long-term success and legacy planning.
Based in Sydney, Australia, and established in 1996, Fiducian Group Ltd, along with its subsidiaries, offers a comprehensive suite of financial services. The company's operations are structured across four main segments: Funds Management, Financial Planning, Corporate Services, and Platform Administration. Fiducian provides various investment solutions, including investor-directed portfolios and separately managed accounts, and acts as the trustee for Fiducian Superannuation Services. It also manages its own Fiducian funds and develops specialized IT software systems designed for financial planning. The company delivers extensive financial advisory services to clients, covering areas such as cash flow management, debt reduction, retirement and estate planning, and aged care. Additionally, it offers robust administration platforms for client accounts, including wrap platform and SMSF administration services. Its investment options further include diversified, sector, and specialist funds, as well as managed portfolios and manager system services.
Insignia Financial Ltd. is an ASX 200 wealth management company headquartered in Docklands, Melbourne, Australia. The firm provides financial advice, superannuation services, and retirement planning solutions to help clients reach their financial goals.
Alexander Forbes provides financial advisory, retirement planning, investment management, and insurance solutions in South Africa.
Challenger Limited functions as a publicly listed investment management enterprise. The company also provides comprehensive retirement services to its clientele. It is actively involved in overseeing equity-focused mutual funds and deploys capital across public stock markets worldwide. Established in 1985, Challenger Limited maintains a significant operational presence spanning Australia, Asia, and the United Kingdom.
Get PRIME FINANCIAL GROUP LIMITED's news by email
Funding rounds, acquisitions, new executives, launches and expansions, each with a two-line summary and a link to the source. One short email a day, only when there is news.
Free: up to 5 companies, daily. Subscribers also follow whole sectors and saved filters (M&A in Israel, AI funding…), get instant alerts, in-app notifications and signed webhooks, and open the full profile behind every name. Subscribe →
Share this card
Post the link and the card appears automatically — each network fetches the image itself.
More on PRIME FINANCIAL GROUP LIMITED in Xcout Intel
- 15 named people with titles, LinkedIn and board committees
- 2 corporate events with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access