JAHANNE JESSICA NAGLE
Financial Adviser · East Melbourne, VIC
📚 Qualifications & Training
2011 - Bachelor of Commerce (Finance) - - University of Melbourne
2013 - Master of Finance - - University of Melbourne
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.