Cathy DalyPractice Manager

Grad Dip SB, Grad Dip Bus Man, Adv Dip (FS) FP, JP

    Cathy is our Practice Manager and is one of JSA’s longest serving staff members, having been with the company since 1981. Her dedication, ability to embrace change and extensive industry experience has played an important role in the overall growth and development of the JSA Group.

    Currently, Cathy’s responsibilities involve the efficient management of our financial planning processes associated with automated workflow, compliance and legislative requirements.

    Cathy is an Authorised and Credit Representative of Matrix Planning Solutions Limited. Cathy’s educational qualifications and industry memberships include:

      • Graduate Diploma in Strategic Business
      • Graduate Certificate in Business (Professional Management)
      • Advanced Diploma of Business Management
      • Advanced Diploma in Financial Services (Financial Planning)
      • Certificate IV in Finance & Mortgage Broking
      • Justice of the Peace

    Jeff Shakespeare & Associates Pty Ltd is authorised to provide advice in the following areas:

      • Personal and Corporate Superannuation
      • Pre-Retirement Planning & Retirement Planning
      • Personal Life Insurance – (Life, Total & Permanent Disablement, Trauma, Income Protection)
      • Gearing
      • Shares
      • Business Life Insurance – (Key Man, Business Expenses, Buy Sell)
      • Saving / Investment Plan
      • Debt Management
      • Estate Planning
      • Self-Managed Superannuation Funds (SMSF)
      • Aged Care

    Below is a copy of our Combined Financial Services and Credit Guide, our Schedule of Fees and Cathy Daly’s Advisor Profile for your information.

    Combined Financial Services and Credit Guide Schedule of FeesAdvisor Profile