JM Financial Group
2013-present (11 years)
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 asSee more
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