Charissa-Lo Jacobs
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001265671
- Location
- Brisbane City QLD 4000
- Licensee
- Zurich Assure Australia Pty Limited (AFSL 538863)
- Authorised since
- 10 July 2023
- First provided advice
- 2018
- Qualifications
- Post Graduate Financial Planning, University of the Free State (2007); Diploma of Financial Planning, Mentor Education Pty Ltd (2018); Advanced Diploma of Financial Planning, Kaplan Professional (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2021); Taxation for Financial Planning, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, life risk insurance
- Tax (financial) advice
- Yes
- Register status
- Current
About Charissa-Lo Jacobs
Charissa-Lo Jacobs is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane City, Queensland (adviser number 001265671).
The licensee Charissa-Lo advises under is Zurich Assure Australia Pty Limited (AFS licence 538863). That authorisation dates from 10 July 2023.
According to the register, Charissa-Lo first provided financial advice in 2018. The qualifications listed for Charissa-Lo include Post Graduate Financial Planning (University of the Free State, 2007), Diploma of Financial Planning (Mentor Education Pty Ltd, 2018) and Advanced Diploma of Financial Planning (Kaplan Professional, 2020). Charissa-Lo is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation and life risk insurance. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Charissa-Lo Jacobs a registered financial adviser?
Yes. Charissa-Lo Jacobs is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001265671.
Which licensee does Charissa-Lo Jacobs work under?
Zurich Assure Australia Pty Limited, Australian financial services licence 538863.
What can Charissa-Lo Jacobs give advice on?
The register lists these advice areas: superannuation; life risk insurance.