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
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Superannuation Advice
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Master of Financial Planning
Margin Lending and Geared Investments
Accredited Derivatives Adviser Level Two
Master of Finance
Bachelor of Commerce (Finance)
Graduate Diploma of Financial Planning
SAFAA Core 1 Module
FPC002B Ethics and Professionalism in Financial Advice
FPC001B Economic and Legal Context for Financial Planning
Associations
SMSF Specialist Adviser (SSA®)
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Generic
Managed Investments
Securities
Financial Planning
Superannuation
Margin Lending
Life Insurance
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.
