Jahanne Nagle

Morgans Financial Ltd

6 Yrs Experience
Melbourne, VIC 3000

As a Senior Investment Adviser at Morgans Financial in Melbourne, I am passionate about working with my clients to better understand their personal circumstances and their financial goals.

Every client is unique and I enjoy the process of discovering what is important to them and what they are aiming to achieve with their portfolio. My passion is to then leverage the experience and acumen of the Morgans Financial research offering to provide personalised investment recommendations that align with my client’s goals and objectives.

Blending my technical expertise with a passion for financial markets, I enjoy building long-standing relationships with my clients and help them to realise their goals.


  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualifications
    • Master of Finance
    • Master of Financial Planning
  • Language spoken
    • English

Morgans Financial Ltd

Level 25, 367 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Morgans Financial Ltd

AFSL 235410