Jahanne Nagle
BCom(Fin), MFin, MFinPlan
Senior Investment Adviser
Transparency. Integrity. Diligence.
Blending my wealth management expertise with a passion for financial markets, I enjoy building long-standing relationships with my clients to help them realise their goals
Jahanne is a Senior Investment Adviser at Morgans and has been in the financial services industry since 2014. She forms part of a successful team that has extensive experience in Australian and international equity markets, providing a bespoke and trusted service to a diverse range of clients including superannuation funds (SMSFs), family offices and not-for-profit organisations.
Investment Style
Jahanne specialises in providing a holistic approach to wealth advice. This encompasses working with each client to understand their goals and concerns and developing investment solutions tailored to their unique situation. The portfolio construction process is underpinned by an active asset allocation approach, supported by the acumen and research capabilities of Morgans.
Services and Specialties
Self-Managed Super Funds
Superannuation Advice
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Qualifications and Professional Affiliations
Master of Financial Planning
Accredited Derivatives Adviser Level Two
Graduate Diploma of Financial Planning
Master of Finance
FPC002B Ethics and Professionalism in Financial Advice
Bachelor of Commerce (Finance)
FPC001B Economic and Legal Context for Financial Planning
SAFAA Core 1 Module
Margin Lending and Geared Investments
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Life Insurance
Superannuation
Generic
Managed Investments
Financial Planning
Securities
Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees.
