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Kristin Jacobsen

 Kristin Jacobsen

Share profile:
140 Creek Street Level 6
Brisbane
QLD
4000
AU

Overview CONTACT THE ADVISER

Kristin Jacobsen Kristin Jacobsen

total Reviews

7

Experience

5yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Connected Wealth
Connected Wealth

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Savings & InvestmentsSavings & Investments
Small Business AdviceSmall Business Advice
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Personal Advice starting from $1100
  • Ongoing Advice starting from $600

Latest Customer Reviews (3 of 7 total)See all

"Highly professional financial advice and guidance available for young individuals or couples. Offered outstanding attention to detail for my personal financial situation and needs. Customised a plan to reach my financial goals with piece of mind! "

Jason, Under 35 3 Jan 2017

"Kristin provides a professional and educational service to his clients. It has been refreshing to have had such an honest financial planning session where I have been challenged to think about my financial goals and ways in which I can approach the challenge. Kristin has always provided sound advice and I look forward to his continued service to help me achieve my financial goals."

Matthew, Under 35 3 Jan 2017

"Kristin's advice and service is 5 star. Helpful and knowledgeable, opening my mind up to what is possible with my personal goals and long term plan. Genuinely caring about your situation, an how he can plan your life to grow. Excellent meeting, cant wait for our next session! I recommend Nextgen to everyone who wants to get ahead in life. Thanks Kristin"

Grant, Under 35 20 Dec 2016

History & Qualifications CONTACT THE ADVISER

My membership

No membership found

Awards
  • No award found
Years of experience
  • 5 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 6
140 Creek Street, Brisbane
QLD 4000 AUSTRALIA

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 7 Total Reviews
Jason, Under 3503 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Highly professional financial advice and guidance available for young individuals or couples. Offered outstanding attention to detail for my personal financial situation and needs. Customised a plan to reach my financial goals with piece of mind! "

Matthew, Under 3503 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Kristin provides a professional and educational service to his clients. It has been refreshing to have had such an honest financial planning session where I have been challenged to think about my financial goals and ways in which I can approach the challenge. Kristin has always provided sound advice and I look forward to his continued service to help me achieve my financial goals."

Grant, Under 3520 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Kristin's advice and service is 5 star. Helpful and knowledgeable, opening my mind up to what is possible with my personal goals and long term plan. Genuinely caring about your situation, an how he can plan your life to grow. Excellent meeting, cant wait for our next session! I recommend Nextgen to everyone who wants to get ahead in life. Thanks Kristin"

Jaryd, Under 3520 Dec 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"My experience with Kristin and Next Gen Financial Services was nothing short of excellent. Many other financial advisers I have spoken to in the past have such a one size fits all approach. Kristin took time to dive deep and really understand my current situation and where I really want to go financially in the future and we were able to work on strategies that were very tailored to my situation and lifestyle that I am looking to build."

Adam, Under 3520 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Our experience with Kristin was absolutely amazing. We truly felt like Kristin cared about our situation, was refreshingly honest and gave us some incredible tips to help steer us in the right direction from even just our first conversation with him. We recommend Kristin very highly if you're looking to improve financially."

Thomas, Under 3508 Feb 2015
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%

"Very good, constantly keeping in touch with you to see how everything is going and is always willing to talk to discuss anything you need to know. "

dan, Under 3505 Feb 2015
Expand
Overall customer rating
98%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
100%
- Recommendation
100%
1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Managing Debt
STRENGTH
5
Customers

#2
Household Budgeting
STRENGTH
4
Customers

#2
Insurance Protection
STRENGTH
4
Customers

#3
Building Super
STRENGTH
3
Customers

#3
Savings Investment
STRENGTH
3
Customers

#4
Estate Planning
STRENGTH
2
Customers

#5
Margin Lending Geared Investments
STRENGTH
1
Customers

#5
Small Business Advice
STRENGTH
1
Customers

#5
Socially Responsible Investments
STRENGTH
1
Customers

x

Overall rating

81%

Kristin Jacobsen

Company: Connected Wealth

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Kristin Jacobsen is a member of and in what capacity, the licensee or company of Kristin Jacobsen and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Kristin Jacobsen (see report card scoring)

Qualifications: 25%

Compliance: 93%

Experience: 75%

Quality of Advice: 95%

Customer Satisfaction: 100%