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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 396279900

Revenue

$5.2 Million

Industry

Insurance

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

JM Financial Group's Social MediaPopular SearchesJM Financial Group LtdJm Financial GroupJmfgJM Financial Group IncSIC Code 67,672NAICS Code 52,525Show more

JM Financial Group Org Chart

Peter Nathan

Chief Executive Officer

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Dipti Neelakantan

Managing Director, Member, Firm Management

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B. Raghavendrarao

Senior Vice President

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JM Financial Group Employee Growth Rate

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JM Financial Group Tech Stack

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Most Recent Scoops

Mar 30 2022
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JM Financial Group News & Media

  • 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
Read more news

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Frequently Asked Questions Regarding JM Financial Group

Where is JM Financial Group located?
JM Financial Group's headquarters are located at 140 Bourke St L 8, Melbourne, Victoria, 3000, Australia
What is JM Financial Group's phone number?
JM Financial Group's phone number is +61 396279900
What is JM Financial Group's official website?
JM Financial Group's official website is www.jmfg.com.au
What is JM Financial Group's Revenue?
JM Financial Group's revenue is $5.2 Million
What is JM Financial Group's SIC code?
JM Financial Group's SIC: 67,672
What is JM Financial Group's NAICS code?
JM Financial Group's NAICS: 52,525
How many employees does JM Financial Group have?
JM Financial Group has <25 employees
What industry does JM Financial Group belong to?
JM Financial Group is in the industry of: Insurance
What is JM Financial Group competition?
JM Financial Group top competitors include: Conick Laird, Alpha Fund Managers, FOX Wealth Management, Private Portfolio Managers
What technology does JM Financial Group use?
Some of the popular technologies that JM Financial Group uses are: WordPress.org, PHP, Google Font API, jQuery Migrate
Who is the CEO of JM Financial Group?
JM Financial Group's CEO is Peter Nathan
How do I contact JM Financial Group?
JM Financial Group contact info: Phone number: +61 396279900 Website: www.jmfg.com.au
What does JM Financial Group do?

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... tions 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

What are JM Financial Group social media links?
JM Financial Group Linkedin page JM Financial Group Twitter page JM Financial Group Facebook page
Is JM Financial Group a public company?
JM Financial Group is private company therefore does not currently have an official ticker symbol
See more information about JM Financial Group

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