Financial advice provider Finzo has appointed Stacey Jacobsen (pictured) as its in-house Compliance Officer.
Jacobsen has experience in administrative and planning roles, with more than 15 years’ multinational experience as a senior Executive Assistant, Office and Administration Manager.
A company spokesperson says that with the increasing administrative burden placed on advisers, it is pleased to be able to offer compliance support to its clients.
“Jacobsen will help provide fast, flexible, and accessible support to financial advisers in New Zealand,” says the spokesperson.
Jacobsen says she is looking forward to ensuring the Finzo team maintains its “…excellent and reputable service to clients”.