MenuCharissa-Lo Jacobs
About Me
I have been part of the financial planning profession since 2005. Starting my career in South Africa, in 2018 I exchanged a successful vocation for a new journey in Australia. I enjoy building new client relationships and have a passion for risk-focused advice. I thrive on assisting clients in articulating their goals and dreams, ensuring a secure financial legacy.
Areas of Focus
- Life/personal insurances
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Years of Experience 7 Years -
Licensed By Zurich Assure Australia Pty Limited
