The Financial Planning Association of Australia The Financial Planning Association of Australia

Charissa-Lo Jacobs, AFP®


Name Charissa-Lo Jacobs AFP®
Company Vine Wealth
Address Suite 5, Level 2/30 Main Dr
Birtinya, QLD 4575
Phone 1300 846 347
Mobile 0450 626 142
Website www.vinewealth.com.au

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; starting in Darwin and joining the Vine Wealth team in October 2020. Providing clients with tailored solutions to achieve Financial Wellness, I utilise the pillars of Trust, Transparency, Honesty, Integrity, and Knowledge.

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