Brand profile · Investment Management

JM Financial Group Ltd

JM Financial Group Ltd works in Investment Management, out of Melbourne, Victoria. Publicly held, at jmfg.com.au. It holds one address on record, all in Australia. It employs 5 people, on the record. It lists australian Share Market and Private Wealth Management among its specialties. Two Australian registrations (ABN) are candidate matches. It is listed alongside one similar brand, in Financial Services.

jmfg.com.au LinkedIn

Profile live Public Company Founded 1990 2 registry matches ABN 1 office country
Registry match · ABR
Counted staff
5
self-reported 2–10 band
Founded
1990
36 years
Registry matches
2
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Public Company
self-reported
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Legal entities

1 brand → 2 possible registrationsThe join is a normalised name comparison against ABR. Treat every row below as a lead to verify, not as an established identity.

  • JM FINANCIAL GROUP LIMITED

    ABN68007364132

    VICMedium confidenceMatched on exact nameABR

  • JM FINANCIAL PTY LTD

    ABN95622475094

    WAMedium confidenceMatched on exact nameABR

Legal entities

JM Financial Group Ltd: 2 registry entitiesJM Financial Group Ltd is linked to 2 registry entities: JM FINANCIAL GROUP LIMITED (ABN 68007364132, candidate); JM FINANCIAL PTY LTD (ABN 95622475094, candidate).JM Financial Group LtdJM FINANCIAL GROUPLIMITEDABN 68007364132Candidate · Medium confidenceJM FINANCIAL PTY LTDABN 95622475094Candidate · Medium confidence
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JM FINANCIAL GROUP LIMITEDABN 68007364132
JM FINANCIAL PTY LTDABN 95622475094
Confirmed matches0 of 2

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

JM Financial Group is a proudly Australian-owned, independent wealth management company based in Melbourne, Australia. The experienced team provides a range of financial services to private investors, helping clients achieve their financial goals.

JM Financial Group is wholly owned by its Managing Director, Stephen James.

The company was established in 1991 to provide tailored wealth creation solutions for wholesale investors. Since then it has evolved into a trusted provider of investment management and portfolio administration services to retail and wholesale investors throughout Australia and overseas, specialising in shares listed on the Australian Securities Exchange.

Our clients are in a safe set of hands and benefit from a highly skilled and experienced team of Portfolio Managers and support staff to ensure reliable day-to-day management and administration of investor accounts.

When you invest with JM Financial Group, you are partnering with a team of respected, experienced professionals with a strong track record of performance and personalised service – it is a duty we take very seriously.

Clients retain their individual beneficial share ownership when they partner with JMFG, ensuring they retain their independent tax positions, can utilise franking credits, and do not suffer tax consequences if they close their accounts

Clients are only exposed to their own underlying investments, and are not impacted by the financial health of JMFG or any of its associates.

Specialties

All 1 specialty
  • Australian Share Market and Private Wealth Management

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU8/140 Bourke St; Ste 804; Melbourne, Victoria 3000Primary

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Spending power

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Signals & hiring

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Financials

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People & contacts

2 employee profiles on record · names withheld.

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FAQ

Which legal entities operate under JM Financial Group Ltd?

Two Australian entities on the ABR: JM FINANCIAL GROUP LIMITED (ABN 68 007 364 132) and JM FINANCIAL PTY LTD (ABN 95 622 475 094). Both medium confidence.

How many people work at JM Financial Group Ltd?

5 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does JM Financial Group Ltd have offices?

One address on record, Australia only. Primary: 8/140 Bourke St, Ste 804, Melbourne, Victoria 3000.

Has JM Financial Group Ltd raised funding?

None linked to this brand.

What does JM Financial Group Ltd list as its specialties?

One tag on the brand's own list, among them Australian Share Market and Private Wealth Management.

Which companies are listed alongside JM Financial Group Ltd?

1 profile lists JM Financial Group Ltd as a peer — 58th percentile in Investment Management. It lists ten peers of its own.

What is JM Financial Group Ltd's website?

jmfg.com.au