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Finzo adds compliance manager

20 Jun, 4:36pm

Finzo has appointed a full-time, in-house compliance officer.

Stacey Jacobsen has extensive prior experience in administrative and planning roles, with more than 15 years multinational experience as a senior executive assistant, office and administration manager.

Finzo is a Hawkes Bay-based independent, non-aligned, CEFEX-certified Financial Advice Provider. It enables its clients to focus on their clients, the company says.

With the increasing administrative burden to advisers and the subsequent increase in demand for reputable compliance partner, Finzo is pleased to be able to offer this compliance support to its clients as part of its comprehensive services.

She joins a 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.

"I am delighted to have joined such an outstanding team,” Jacobsen says. “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.

Financial Planning