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Charissa-Lo Jacobs

Zurich Assure

Silver
7 Yrs Experience
Brisbane City, QLD 4000

Zurich Assure

Level 30, 345 Queen St
Brisbane City, QLD 4000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Postgraduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Complex Investments
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Zurich Assure

AFSL 538863