Jon LangStrategy Team

Dip FP

    Jon joined the JSA Group in November 2004 with over 18 years previous experience in banking and finance and is a senior member of the Strategy Team. As a strategy team member Jon is focused on providing strategic support for advisers, including assistance with client strategies, technical support and compliance with legislative requirements in providing advice which is in the best interest of clients.

    John’s educational and industry memberships include:

    • Diploma of Financial Planning (FPA)
    • Member of the Financial Planning Association (FPA)

    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 Jon Lang’s Advisor Profile for your information.

    Combined Financial Services and Credit Guide Schedule of FeesAdvisor Profile