Jahanne Nagle
Financial Adviser
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About
Jahanne Nagle is an ASIC-registered financial adviser based in Melbourne, VIC, committed to providing tailored financial solutions to help clients achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce (Finance) and a Master of Finance from the University of Melbourne, Jahanne combines her extensive knowledge with practical experience to deliver exceptional advice. Jahanne further enhanced her expertise through a Graduate Diploma and Master of Financial Planning from Kaplan Professional, alongside studies in Ethics and Professionalism in Financial Advice. As a member of the Stockbrokers and Investment Advisers Association, she adheres to the highest standards of professional conduct and ethical practice. Authorised to provide advice on a comprehensive range of financial products, Jahanne specialises in superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. She offers a holistic approach to financial planning, ensuring that all aspects of her clients' financial well-being are carefully considered. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Jahanne Nagle today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jahanne Nagle offer?
Jahanne Nagle specialises in superannuation advice, insurance solutions, wealth management, investment strategies, and retirement planning. She provides comprehensive financial advice tailored to your individual needs and goals.
What are Jahanne Nagle's qualifications?
Jahanne Nagle holds a Bachelor of Commerce (Finance), a Master of Finance, a Graduate Diploma in Financial Planning, and a Master of Financial Planning. She also completed studies in Ethics and Professionalism in Financial Advice. She is an ASIC-registered financial advisor.
How does the financial planning process work with Jahanne Nagle?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Jahanne then develops a personalised financial plan, implements the strategies, and provides ongoing reviews to ensure your plan remains aligned with your evolving needs.
What can I expect during my first meeting with Jahanne Nagle?
During your first meeting, you can expect a friendly and professional discussion about your financial goals, current situation, and any concerns you may have. This is an opportunity to get to know Jahanne and understand how she can help you achieve your financial aspirations.
Why should I choose Jahanne Nagle as my financial advisor?
Jahanne Nagle offers personalised, comprehensive financial advice based on a strong educational background and commitment to ethical practice. Her membership with the Stockbrokers and Investment Advisers Association highlights her dedication to upholding high professional standards. She tailors her advice to help you achieve your specific financial goals.
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