Leonie Nagle
Financial Adviser
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About
Leonie Nagle is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation including a Bachelor of Economics from the University of Western Australia and a Graduate Diploma of Applied Finance & Investment from Finsia, Leonie brings a wealth of knowledge and experience to her practice. Leonie further holds a Diploma of Financial Planning from the Financial Planning Association of Australia and specialized training in Margin Lending & Geared Investments. Her commitment to ongoing professional development is reflected in her Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy and her active membership with the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a broad range of financial products, Leonie specialises in: • Superannuation advice • Insurance solutions • Comprehensive wealth management • Strategic retirement planning Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring holistic and well-rounded financial guidance. Whether you are planning for retirement, seeking to grow your wealth, or require insurance solutions, Leonie is here to provide expert advice and support. Contact Leonie today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Leonie Nagle offer?
Leonie Nagle provides comprehensive financial advice including superannuation, insurance, wealth management, and retirement planning. She is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Leonie Nagle have?
Leonie holds a Bachelor of Economics, a Graduate Diploma of Applied Finance & Investment, a Diploma of Financial Planning, specialized training in Margin Lending & Geared Investments, and a Diploma of Financial Services (Financial Planning).
What can I expect during my first consultation with Leonie?
During your first consultation, Leonie will take the time to understand your financial situation, goals, and concerns. She will then provide an overview of how she can help you and discuss the next steps in developing a tailored financial plan.
Is Leonie Nagle a member of any professional organizations?
Yes, Leonie is an active member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest standards of professionalism and ethical conduct.
How can wealth management advice from Leonie Nagle benefit me?
Wealth management advice from Leonie can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio to ensure it aligns with your financial goals.
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