We are pleased to announce the appointment of a full-time, in-house Compliance Officer.
Stacey Jacobsen has extensive prior experience in administrative and planning roles, with over 15 years' multinational experience as a senior Executive Assistant, Office and Administration Manager. Stacey is Irish/Zambian by birth and upbringing, and prides herself on having the classic kiwi 'can do' attitude already embedded. She has recently become a New Zealand citizen too, much to her joy.
“I am delighted to have joined such an outstanding team,” says Stacey on her latest challenge. “I look forward to sinking my teeth into the new financial regulations to ensure that our team maintains its excellent and reputable service to our clients.”
We are thrilled to have Stacey on board. She is an invaluable asset for both our own team, and our clients.
She joins our dedicated Finzo team to help provide fast, flexible and accessible support to financial advisers in New Zealand. Finzo offers support, solutions and proven expertise in a range of areas including investment, financial planning, insurance, KiwiSaver, and UK Pension/Australian Super transfers.
As an independent, non-aligned, CEFEX-certified Financial Advice Provider, Finzo enables our clients to focus on their clients. With the increasing administrative burden to advisers and the subsequent increase in demand for reputable compliance partner, we are pleased to be able to offer this compliance support to our clients as part of our comprehensive services.