Jahanne Nagle

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

Jahanne Nagle's previous roles have included

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.