Financial Adviser
· BRISBANE CITY, QLD
Charissa-lo Jacobs
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265671
Charissa-lo Jacobs is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry. Charissa-lo is currently authorised under Zurich Assure Australia Pty Limited. Charissa-lo holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from Kaplan Professional. Charissa-lo is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2007
Post Graduate Financial Planning
University of the Free State
2018
Diploma of Financial Planning
Mentor Education Pty Ltd
2020
Advanced Diploma of Financial Planning
Kaplan Professional
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Taxation for Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register