New Clients

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:

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