Wealth Adviser – Investments
BCom, MFin, DipFP, SAA, ADA
Jahanne Nagle is a wealth adviser in the Dixon Advisory investments team. Based in Melbourne, she is passionate about working with her 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” Jahanne says. “My passion is to then leverage the experience and acumen of the Dixon Advisory Investment Committee to provide personalised investment recommendations that align with my client’s goals and objectives.”
Originally commencing her career at Evans and Partners in the Private Wealth Management team, Jahanne assisted a team of senior investment advisors in the provision of wealth advice, portfolio allocation and equity trading. Her four years with the business gave her extensive experience in Australian and international equity markets, where she provided a bespoke service to a diverse range of clients including SMSFs, family offices and not-for-profit organisations.
Blending her technical expertise with her passion for financial markets, Jahanne enjoys building long-standing relationships with her clients and helps them to realise their goals.
Jahanne has a Bachelor of Commerce and Master of Finance from the University of Melbourne, as well as a Diploma of Financial Planning from Kaplan Professional.
Jahanne completed the FASEA Financial Adviser Exam in September 2020.