Jahanne Nagle

Morgans Financial Ltd

Gold

6 Yrs Experience

Melbourne, VIC 3000

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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

5.00 February 2024

I highly recommend Jahanne for anyone seeking a trustworthy and knowledgeable adviser to help them optimise their superannuation. From the very beginning, she impressed me with her integrity, professionalism, and attentiveness. Jahanne took the time to truly understand my individual needs and financial goals. she listened carefully to my concerns and asked insightful questions to gain a complete picture of my financial situation. This personalised approach gave me the confidence that she was genuinely invested in helping me achieve my financial objectives. I was particularly impressed by Jahanne's integrity and ethical approach. She always presented all the potential risks and rewards of different options clearly and honestly, ensuring I made informed decisions that aligned with my values and risk tolerance. Thanks to Jahanne's guidance, I feel confident and empowered about my superannuation future. I would not hesitate to recommend her to anyone seeking a financial adviser who truly cares about their clients' well-being.