Financial Adviser
· MELBOURNE, VIC
Jahanne Jessica Nagle
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268258
Jahanne Jessica Nagle is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Jahanne is currently authorised under Morgans Financial Limited. Jahanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Finance from University of Melbourne. Jahanne is a member of Stockbrokers and Investment Advisers Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Finance)
University of Melbourne
2013
Master of Finance
University of Melbourne
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register