Prime Financial Group
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Prime Financial Group (PFG) investor relations material

Prime Financial Group AGM 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2025 summary27 Nov, 2025

Opening remarks and agenda

  • Chairman welcomed attendees, confirmed quorum, and outlined the meeting agenda, including financial review, Q&A, and voting procedures.

  • Hybrid format enabled both in-person and virtual participation, with online voting facilitated by Computershare.

Financial performance review

  • Total revenue increased by 21% to $49.4M, with a run rate exceeding AUD 55 million for FY 2025.

  • Revenue doubled since FY 2022, surpassing the three-year goal; underlying EBITDA up 17% to $11.9M, reported EBITDA up 39%, and NPAT/NPATA up 42% to $5.9M.

  • Funds under management surged 58% to $1.9B, with an increase of 3,300 high-net-worth clients via acquisition.

  • Revenue per FTE increased by 6% to $220K; recurring revenue now at 70%, expected to reach 80%.

  • Final dividend increased by 4% to 1.66 cps, with a final dividend for FY25 set at 0.89 cps.

Board and executive committee updates

  • Welcomed Sharon Papworth as Chief Financial Officer, bringing experience in leadership, planning, and governance.

  • Directors include Simon Madder (Managing Director & Chairman), Andrea Slingsby, Tim Bennett, and Matt Murphy.

  • Expanded team ownership model to include overseas members; 14 new team members added to ownership program.

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Frequently asked questions

Prime Financial Group Limited is an Australia-based company providing integrated financial services. The company specializes in wealth management, accounting, and business advisory services for individuals and small to medium-sized enterprises (SMEs). Its offerings include financial planning, investment advice, tax and accounting solutions, and strategic business consulting. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.

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