Jahanne is a Senior Investment Adviser at Morgans Financial in Melbourne and has been in the financial services industry since 2014. She forms part of a successful team that has extensive experience in Australian and international equity markets, providing a bespoke and trusted service to a diverse range of clients including superannuation funds (SMSFs), family offices and not-for-profit organisations.
Services and specialities
· Fixed Interest and Cash Management
· Stockbroking
· Superannuation Advice
· Self-Managed Super Funds
· Wealth Management
Investment Style
Jahanne specialises in providing a holistic approach to wealth advice. This encompasses working with each client to understand their goals and concerns and developing investment solutions tailored to their unique situation. The portfolio construction process is underpinned by an active asset allocation approach, supported by the acumen and research capabilities of Morgans.
Industry Education & Experience
Qualifications
· Master of Finance, University of Melbourne, 2013
· Bachelor of Commerce (Finance), University of Melbourne, 2011
· Graduate Diploma of Financial Planning, Kaplan, 2021
· Margin Lending and Geared Investments, SIAA, 2022