Jahanne Nagle

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BCom(Fin), MFin, GradDipFP

Authorised Representative: 001268258

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.

Services and specialities

  • Fixed Interest and Cash Management
  • Stockbroking
  • Superannuation Advice
  • Self-Managed Super Funds
  • Wealth Management

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.

Industry Education & Experience

Qualifications
  • Master of Finance, University of Melbourne, 2013
  • Bachelor of Commerce (Finance), University of Melbourne, 2011
  • Graduate Diploma of Financial Planning, Kaplan, 2021
  • SAFAA Core 1 Module, Stockbrokers and Investments Advisers Association, 2014
  • FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2020
  • FPC001B Economic and Legal Context for Financial Planning, Kaplan, 2020
  • Accredited Derivatives Adviser Level Two, Deakin Prime, 2016
  • Margin Lending and Geared Investments, SIAA, 2022
Approved Competencies
  • Generic
  • Securities
  • Managed Investments
  • 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.