Financial Advice for
Fitzroy Bowling Club
Gold Members
Financial Advice for
Fitzroy Bowling Club
Gold Members
About the partnership
Through this partnership, Gold Members have the opportunity to access professional financial planning services with a concessional fee structure.
Tailored Advice For Members
What We Offer
At Morgans, our advisers provide comprehensive, personalised advice across a broad range of areas, including:
- Investment portfolio construction and management
- Retirement planning and superannuation strategies
- Tax-effective structuring and income generation
- Risk management and wealth protection
- Ongoing portfolio monitoring and advice
Our advice is tailored to your individual goals, risk profile and financial circumstances.
Why Work With Morgans?
Morgans is a national wealth management and stockbroking network providing tailored financial advice and research to clients across Australia.
Our approach focuses on building long-term relationships and delivering strategies aligned to each client’s financial objectives.
Fitzroy Bowling Club Member Benefit
Gold Members of the Fitzroy Bowling Club receive:
- An initial consultation at no cost
- Preferential pricing on financial planning services
- Access to investment insights and market commentary
- Direct access to a dedicated Melbourne-based adviser
advisers
Meet Your Advisers
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.
Antony Santomartino
Antony is a Senior Investment Adviser at Morgans and has been in the financial services industry since 2014. As part of a successful team with extensive experience in Australian and international equity markets, he provides bespoke and trusted service to a diverse range of clients including superannuation funds (SMSFs), not-for-profit organisations and individual investors.
How It Works
- Register your interest via the form below
- We contact you to arrange an initial discussion
- We develop tailored advice aligned to your objectives
- Ongoing support and portfolio review
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