New Clients

When you become a client of JM Financial Group, you benefit from a team approach to managing your financial affairs. At JM Financial Group, we are focused on delivering the best service possible and committed to fostering long-term relationships with our clients.

 
As a client you can expect to receive:

• Active and on-going monitoring of your portfolio objectives
• Access to the JM Financial Group management team when required
• Online access to personal portfolio valuations and share trading positions

 
The next step in opening your portfolio account with us is to complete the new client fact-find form and send it to us:

• The form can be found here JM Financial Group – New Client Application Form
• Send your completed form by email or post; address details below
• Other publications, forms, and brochures are available here: Brochures and Forms

 
JM Financial Group
Address: Level 8, 140 Bourke Street, Melbourne VIC 3000
Telephone: (03) 9627 9900
Email: enquiries@jmfg.com.au *Please call for a current email address.