CHARISSA-LO JACOBS
Financial Adviser · Southside, QLD
📚 Qualifications & Training
2007 - Post Graduate Financial Planning - Graduate Diploma (AQF 8) - University of the Free State
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Taxation for Financial Planning - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.