Charissa Jacobs
Financial Advisor at Zurich Assure | Greater Brisbane Area
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Financial Advisor at Zurich Assure in July 2023 to Present
Senior Financial Planner at EPFS Holdings Pty Ltd trading as Kingdom Financial in February 2022 to July 2023
Financial Planner at Vine Wealth in October 2020 to February 2022
Revenue Management and Pricing Analyst at Airnorth in June 2019 to October 2020
Financial Planner at All Financial Services Pty Ltd in May 2018 to February 2019
Certified Financial Planner at Multinet Life Brokers (Pty) Ltd in February 2015 to June 2018
Certified Financial Planner / Key Individual at Eastco Brokers in April 2014 to February 2015
Certified Financial Planner at Momentum in February 2009 to April 2014
Certified Financial Planner at Liberty Group South Africa in April 2005 to February 2009
Divisional Manager - Materials Trading at Refraline in November 2003 to April 2005
Sales Manager, South Africa at FIBRE TECHNOLOGY LTD (Fibretech) in November 2000 to October 2003
Manager Customer Service at ArcelorMittal in January 1991 to January 1996
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University of the Free State, Post Graduate Diploma in Financial Planning (CFP), October 2026
Kaplan Professional, Advanced Diploma of Financial Planning, October 2026
Mentor Education, Diploma Financial Planning, October 2026
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risk specialist
Financial Planning
Risk Insurance
Wealth Management
Entrepreneurship
Analytical Skills
Certified Financial Planner
Investments
Retirement Planning
Life Insurance
Insurance
Retirement
Term Life Insurance
Commercial Insurance
Claim
Pensions
General Insurance
Practice Management
Project Management
Management
Strategic Planning
Customer Service
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What is Charissa Jacobs email address?
Email Charissa Jacobs at [email protected] and [email protected]. This email is the most updated Charissa Jacobs's email found in 2026.
How to contact Charissa Jacobs?
To contact Charissa Jacobs send an email to [email protected] or [email protected]. (updated on December 07, 2025)
What company does Charissa Jacobs work for?
Charissa Jacobs works for Zurich Assure
What is Charissa Jacobs's role at Zurich Assure?
Charissa Jacobs is Financial Advisor
What is Charissa Jacobs's Phone Number?
Charissa Jacobs's phone (**) *** *** 328
What industry does Charissa Jacobs work in?
Charissa Jacobs works in the Financial Services industry.
Charissa Jacobs Email Addresses
Charissa Jacobs Phone Numbers
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