Simon is the co-founder and Managing Director & CEO of Prime Financial Group Ltd (Prime) since 1998. Simon has extensive experience in Wealth Management & Accounting Services across operations, strategy and acquisitions.
Peter is a co-founder of Prime and has also been the Managing Partner of two accounting firms. Peter is a chartered accountant and has over 40 years experience advising clients on financial matters, business structuring, asset protection, corporate finance, acquisitions, estate planning and succession planning.
Paul CowanIndependent Non-Executive Chairman
Paul has had extensive experience as a Director of a number of public companies including Brumby’s Bakeries Holdings Ltd and Cash Converters International Ltd, and has over 30 years’ experience in the financial services sector including funds management and corporate advisory.
Having commenced his working career with Price Waterhouse in 1980, Paul has a Bachelor of Economics degree from Monash University and is a qualified Chartered Accountant.
Tim CarrollNon-Executive Director
Tim has over 20 years experience in senior marketing and customer relationship management roles and is recognised as an expert in Entertainment, Brand, Digital & Social, Loyalty Marketing and Media.
Tim was formerly the Chief Global Marketing Officer of Village Roadshow Corporation, Australia’s No.1 entertainment company, having served from June 2000 through to 2011. Tim is currently the CEO of BUCKiTDREAM Inc, an innovative Entertainment Digital Marketing company.
Matthew MurphyManaging Director & CEO - MPR Group
Matthew is an accountant with over 20 years experience in Business, Accounting and Taxation Advisory services. He has gained his extensive experience by working with many facets of business, including Corporate, Government and the Public Practice arena. Matthew’s focus is to provide quality business, accounting and taxation services to small to medium size enterprises, with a particular focus on innovation and growth. Matthew specialties include: Business & Board Advisory and Mentoring, CFO Services and Business Profit & Improvement Coaching.
As Managing Director & CEO of MPR, a significant Prime investee, Matthew is the driving force behind the MPR team and the development of its future alongside its clients. Matthew also plays an important role as a member of Prime’s Leadership Team, assisting other Prime investees to transition to next generation advisory firms.
Jonathan BayesChief Investment Officer
Jonathan’s investment market experience spans over 17 years. Having initially worked on the Australian institutional equities desk at Credit Suisse & HSBC, he then spent 9 years in London advising & trading European equities for Credit Suisse. Recently Jonathan has lived in Hong Kong managing Asian equity funds for Trafalgar Capital Management and then serving as an Executive Director at Nomura International providing institutional advice on Asian equities.
Mark JohnsonChairman of the Investment Committee & Director - Private Client Adviser
Mark has been in the Financial Services industry for over 18 years with Citibank, Patersons and Prime for over ten years and is a qualified financial adviser. As Chairman of the Investment Committee, Mark provides oversight and governance working closely with the Chief Investment Officer and other committee members. Separately, Mark is a Director – Private Client Adviser working with family groups and high net worth clients.
Tim BennettDirector – Corporate Development
Tim is responsible for leading Prime’s accounting firm investments, as well as the origination of new accounting firm partners for Prime’s wealth management joint ventures.
Prior to joining Prime, Tim was a partner at Ernst & Young and led the Sydney-based Mergers & Acquisitions group. With over 13 years specialist M&A experience, Tim has advised on a range of transactions, across all industry sectors, covering complex business and asset carve-outs and divestments, mergers and acquisitions, private company capital raisings (debt and equity) and IPOs, together with a range of financial sponsor (private equity) transactions. Prior to Ernst & Young, Tim was previously with PricewaterhouseCoopers in their Mergers & Acquisitions team, in both Sydney and Melbourne.
Brent QuinnAlliance Director - Private Client Adviser
Brent commenced his career in the mid 1990’s in Pulp and Paper commodities. He then moved to the UK where he worked in the Insolvency sector specialising in the turnaround of distressed, small to mid-size businesses. Upon his return to Australia, Brent worked in the Recruitment and Allied services sector before starting a Global Internet Business focusing on the repatriation of Australia Expats.
Brent joined Prime in 2010 originally as an Investment Adviser; he currently holds the position of Alliance Director – Private Client Adviser.
Cameron MorcherAssociate Director | Private Client Adviser
Cameron has worked in the financial industry for close to 20 years in various accounting, investment and financial advisory roles. Prior to joining Prime Financial Group Ltd, Cameron worked at Credit Suisse Private Bank as a Private Banker in the High Net Worth team. He has also worked as an Investment Specialist, Private Banker and Partner at Macquarie Private Bank..
Angelina has worked in the Financial Services industry for 30 years in various investment, insurance and operational roles. Angelina joined Prime in 2004 and currently is responsible for Business Services, Technology and Client Experience.
Every touchpoint our clients have with us whether it is through the use of our business systems, software, client investment portals to receiving service and support from our client services team, our goal is to ensure our clients’ experiences are memorable and engaging.
Angelina is very passionate about client care and along with our dedicated team are focused on delivering great client experiences, and personalised support and service.
Dale GaskellCompany Secretary
Dale is a Chartered Accountant who has over 9 years experience in a variety of accounting roles within public practice, large corporates and ASX listed companies.
Jenny Lee-KoksalChief Marketing & Digital Officer
Jenny was appointed to this newly created role after successfully implementing a comprehensive marketing and digital strategy framework for Prime in her capacity as a digital marketing consultant for wealth management and financial services organisations.
Jenny has extensive experience with over 15 years consulting and coaching financial advice professionals in client engagement, attraction and retention strategies, and has held senior management roles with major financial institutions like CBA, Suncorp, AGP and ANZ.
In her current role as the Chief Marketing & Digital Officer, Jenny has gained industry recognition as a specialist in digital transformation within the financial services sector to create digital and social client experience journeys.