Tony BottaroSenior Adviser

CFP ®, B Maths, Dip FP, F Fin, JP

    Tony has over 30 years’ experience in the financial services industry including 29 years as a financial adviser.  He has helped a range of people including professionals, retirees, and in particular, people who have suffered a personal injury as a result of a work injury, motor vehicle accident, or medical negligence.

    Tony’s educational qualifications and industry memberships include:

    • Certified Financial Planner
    • Bachelor of Mathematics
    • Diploma of Financial Planning
    • Fellow of FINSIA
    • Member of the Financial Planning Association of Australia
    • Justice of the Peace

    Tony is married to Lucia and has a daughter Alana and son Alexander.  Tony’s personal interests include:

    • Travelling
    • Enjoying good food and wine with friends
    • Summer time at the beach

    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 Adviser Profile for your information.

    Combined Financial Services and Credit GuideSchedule of FeesAdviser Profile