AeroLeads people directory · profile

Johlene Minette Jacobs Cfp® Email & Phone Number

Senior Technical Quality Specialist at Australian Financial Complaints Authority
Location: Greater Sydney Area, Australia 10 work roles 5 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Australian Financial Complaints Authority
Role
Senior Technical Quality Specialist
Location
Greater Sydney Area, Australia
Company size
1038 employees

Who is Johlene Minette Jacobs Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Johlene Minette Jacobs Cfp® is listed as Senior Technical Quality Specialist at Australian Financial Complaints Authority, a with 1038 employees, based in Greater Sydney Area, Australia. AeroLeads shows a matched LinkedIn profile for Johlene Minette Jacobs Cfp®.

Johlene Minette Jacobs Cfp® previously worked as Senior Dispute Resolution Specialist at Australian Financial Complaints Authority and Advice Remediation Case Manager at Oceanic Consulting Group. Johlene Minette Jacobs Cfp® holds Self-Managed Superannuation Funds from Mentor Education.

Company email context

Email format at Australian Financial Complaints Authority

This section adds company-level context without repeating Johlene Minette Jacobs Cfp®'s masked contact details.

Australian Financial Complaints Authority

Review company-level records connected to Johlene Minette Jacobs Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Johlene Minette Jacobs Cfp®

I have over 24 years of cumulative experience in financial advice, quality assurance, regulatory compliance and wealth remediation. Adept at risk management and adhering to current regulatory standards. Possess strong stakeholder engagement in supporting and meeting the organisation's regulatory obligations. Able to work in a targeted environment. I have been part of Advice remediation over the last 6 years.

Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Leadership, and 14 others.

Current workplace

Johlene Minette Jacobs Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Australian Financial Complaints Authority
Australian Financial Complaints Authority
Senior Technical Quality Specialist
Sydney, NSW, AU
Website
afca.org.au
Employees
1038
AeroLeads page
Company profile
View company profile Email format
10 roles

Johlene Minette Jacobs Cfp® work experience

A career timeline built from the work history available for this profile.

Assessment Consultant (Remediation)

Nab

Australia

Advice remediation peer reviewer

Feb 2022 - Apr 2024

Approvals Consultant (Remediation)

Nab

Advice remediation approver.

Apr 2021 - Feb 2022

Advice Remediation Case Manager

Anz

Sydney, New South Wales, Australia

Jul 2018 - Apr 2021

Associate Advisor

Fifteen Hundred Financial Strategists

Sydney, Australia

I worked closely with the practice principal to service existing high net worth clients within the firm’s service standards based on their ongoing agreement. It entailed developing strategies for clients that met both their needs and goals. This also entailed preparing cost analysis as well as product replacement comparisons of recommended investment strategies.I developed and maintained a knowledge of the platforms, products and services we utilised and throughout maintained up-to-date technical knowledge to ensure compliance with all statutory and relevant regulatory requirements.

Mar 2017 - Jul 2017

Senior Financial Planner

Alexander Forbes Financial Services (U) Ltd.

Johannesburg Area, South Africa

I am a Certified Financial Planner with a successful history of providing comprehensive holistic financial planning advice for retirement, estate, investments and risk management to individual clients. Possess in-depth knowledge of industry products, services, legislation, tax and best practices and compiling investment strategies based on risk tolerance, financial goals and individual circumstances of my clients.Continuous reviews of clients' current investment plans, circumstances and future goals on a bi-annual basis by meeting them face-to-face. Communicate complex information to clients to make them aware of their options and help them assess the relative merits of different plans and assist them in making informed decisions. Develop investment strategies to meet short and long term financial objectives. Act as the steward of my client’s assets. Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals. I've generated over R307 million in written investments and annuities, from my existing client base and referrals, recognized as a top financial planner by exceeding all set targets since 2007 to date. I have received numerous awards for being one of the top 5 financial planners at Alexander Forbes countrywide since 2008 and receiving the CEO Millionaire’s Club award for the last two consecutive financial years. I have an excellent client retention record as a result of establishing strong client relationships with attention to detail.

Jun 1999 - Oct 2016
Team & coworkers

Colleagues at Australian Financial Complaints Authority

Other employees you can reach at afca.org.au. View company contacts for 1038 employees →

MT Mirriam Tshiaba Mirriam Tshiaba Colleague at Australian Financial Complaints AuthoritySouth Morang, Victoria, Australia View → JB Jeremy Bartak Jeremy Bartak Colleague at Australian Financial Complaints AuthorityMelbourne, Victoria, Australia View → CB Claire Buckingham Claire Buckingham Colleague at Australian Financial Complaints AuthoritySouthbank, Victoria, Australia View → JM Justin Malbon Justin Malbon Colleague at Australian Financial Complaints AuthorityAshgrove, Queensland, Australia View → ML Madeleine Le Madeleine Le Colleague at Australian Financial Complaints AuthorityMelbourne, Victoria, Australia View → DH Daniel Hogben Daniel Hogben Colleague at Australian Financial Complaints AuthorityMelbourne, Victoria, Australia View → ST Shannon Torimaru Shannon Torimaru Colleague at Australian Financial Complaints AuthorityGreensborough, Victoria, Australia View → KM Keith Moyle Keith Moyle Colleague at Australian Financial Complaints AuthorityGreater Sydney Area, Australia View → LH Lea Hedges Lea Hedges Colleague at Australian Financial Complaints AuthorityMelbourne, Victoria, Australia View → LH Lemis Halaoui Lemis Halaoui Colleague at Australian Financial Complaints AuthorityAustralia View →
5 education records

Johlene Minette Jacobs Cfp® education

Advanced Diploma In Financial Planning And Diploma In Financial Planning, Financial Planning, Tax Planning, Estate Planning, Managed Funds, Superannuation

Mentor Education Pty Ltd Australia

RG146 compliant with a Diploma and Advanced Diploma in Financial Planning

Certificate In Retirement Funds I, Financial Planning And Services

Insurance Institute Of South Africa
FAQ

Frequently asked questions about Johlene Minette Jacobs Cfp®

Quick answers generated from the profile data available on this page.

What company does Johlene Minette Jacobs Cfp® work for?

Johlene Minette Jacobs Cfp® works for Australian Financial Complaints Authority.

What is Johlene Minette Jacobs Cfp®'s role at Australian Financial Complaints Authority?

Johlene Minette Jacobs Cfp® is listed as Senior Technical Quality Specialist at Australian Financial Complaints Authority.

Where is Johlene Minette Jacobs Cfp® based?

Johlene Minette Jacobs Cfp® is based in Greater Sydney Area, Australia while working with Australian Financial Complaints Authority.

What companies has Johlene Minette Jacobs Cfp® worked for?

Johlene Minette Jacobs Cfp® has worked for Australian Financial Complaints Authority, Oceanic Consulting Group, Nab, Anz, and Family Wealth Advisory.

Who are Johlene Minette Jacobs Cfp®'s colleagues at Australian Financial Complaints Authority?

Johlene Minette Jacobs Cfp®'s colleagues at Australian Financial Complaints Authority include Mirriam Tshiaba, Jeremy Bartak, Claire Buckingham, Justin Malbon, and Madeleine Le.

How can I contact Johlene Minette Jacobs Cfp®?

You can use AeroLeads to view verified contact signals for Johlene Minette Jacobs Cfp® at Australian Financial Complaints Authority, including work email, phone, and LinkedIn data when available.

What schools did Johlene Minette Jacobs Cfp® attend?

Johlene Minette Jacobs Cfp® holds Self-Managed Superannuation Funds from Mentor Education.

What skills is Johlene Minette Jacobs Cfp® known for?

Johlene Minette Jacobs Cfp® is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Team Player, Risk Assessment, and Financial Analysis.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.