JM Financial Group
Insurance · Australia · <25 Employees
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About
Headquarters
140 Bourke St L 8, Melbourne, Victoria, 3000, A...Phone Number
+61 396279900Website
www.jmfg.com.auRevenue
$5.2 MillionIndustry
Recent News & Media
Who is JM Financial Group
JM Financial Group is an Australian owned independent wealth management firm based in Melbourne, Australia, offering financial services to private investors. JM Financial Group is wholly owned by the Managing Director, Stephen James. The origins of JM Financial Group date back to 1991 when it was established to provide tailored wealth creation solutions for wholesale investors. In 2000, the company changed its name to JM Financial Group following a buy-out of the major shareholder by a group of staff members. In 2010, interests associated with current Managing Director, Stephen James, bought out other shareholders leaving Stephen today as the sole shareholder. To this day, JM Financial Group continues to provide investment management and portfolio administration services to retail and wholesale investors throughout Australia and overseas. Clients of JM Financial Group benefit not only from the experience of their Portfolio Managers but also from a dedicated team of support staff who assist with the day-to-day management and administration of investor accounts. When you invest with JM Financial Group, you are partnering with a team of professionals who are actively involved in the management of your accounts, ensuring that the service you receive is highly personalised. Unlike joining a unit trust, you retain your individual share ownership - this means you have your own tax position, can utilise franking credits, and are not affected by the tax positions of other clients. JM Financial Group's clients are only exposed to their own underlying investments, and are not impacted by the financial health of JM Financial Group itself, or that of its associates.Read more
Popular SearchesJM Financial Group LtdJm Financial GroupJmfgJM Financial Group IncSIC Code 67,672NAICS Code 52,525Show moreJM Financial Group Org Chart
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Sensen Networks gains a new substantial holder in JM Financial Group
Sensen Networks Ltd (ASX:SNS) has a new substantial holder in Melbourne-based JM Financial Group with a 6.20% stake. JM Financial is an Australian owned independent wealth management firm offering financial services to private investors. Internet of Things technology SenSen’s key asset is the SenDISA platform, an Internet of Things technology. The platform underpins SenSen’s lead product SenFORCE, a mobile parking enforcement unit technology that uses video to provide a visual overview of public
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Frequently Asked Questions Regarding JM Financial Group
JM Financial Group is an Australian owned independent wealth management firm based in Melbourne, Australia, offering financial services to private investors. JM Financial Group is wholly owned by the Managing Director, Stephen James. The origins of JM Financial Group date back to 1991 when it was established to provide tailored wealth creation solu... Read More