Our Team
Andrew Shakespeare
Owner, Director & Senior Adviser
B Com, GDipAppFin, GDipFinPlanning, CFP, JP
Andrew commenced his financial advice career in 2001 as a Paraplanner and Strategist at JSA Financial Planning…
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Michael Williams
Owner, Director & Senior Adviser
B Fin, B Math, Adv Dip FS (FP), CFP, JP
– Michael was appointed as a Director of JSA Financial Planning in January 2011 and has been…
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Jeff Shakespeare
Business Founder and Owner, Managing Director and Senior Adviser
AFP, Adv Dip FS (FP)
Jeff Shakespeare has over 46 years of experience in the financial services industry operating as a business…
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Janelle Shakespeare OAM
Director
Janelle Shakespeare started the business with her husband Jeff in 1976. JSA Group offers a broad range…
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Cathy Daly
Key Coordinator
Grad Dip SB, Grad Dip Bus Man, Adv Dip (FS) FP
Cathy is our Key Coordinator and has been with the company since 1981. Her extensive industry experience…
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Andrew Shakespeare
Owner, Director & Senior Adviser
B Com, GDipAppFin, GDipFinPlanning, CFP, JP
Andrew commenced his financial advice career in 2001 as a Paraplanner and Strategist at JSA Financial Planning…
Click here for more information Michael Williams
Owner, Director & Senior Adviser
B Fin, B Math, Adv Dip FS (FP), CFP, JP
– Michael was appointed as a Director of JSA Financial Planning in January 2011 and has been…
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Matt Williams
Senior Adviser
B Com, CFP, Adv Dip FS (FP), JP
Please click here to make an Appointment – Matt has been with the JSA Group since 2007. Matt…
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Amy Nosworthy
Senior Adviser
MFinPlan, GradDip AppFin, Dip FS (FP), JP
– Amy commenced in the Finance Services Profession in 2001. As a Financial Adviser, Amy’s key focus…
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Sarah Slade
Financial Adviser
B Com, CFP
Please click here to make an appointment – Having grown up in Orange and completed a stint in…
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Daniel Skelton
Financial Adviser
B Com, Dip FP
Please click here to make an appointment- Daniel has over 14 years of experience in the Financial…
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Peter Sweeney
Accountant, JSA Accounting & Tax
B Com, CA
Please click here to make an AppointmentPeter is a qualified Chartered Accountant with an extensive career in…
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Michael Sweeney
Accountant, JSA Accounting & Tax
B Com, CA
Please click here to make an appointmentMichael is a member of the Institute of Chartered Accountants and…
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Sharon Roberts
Accountant, JSA Accounting & Tax
B Com CA MTax
Please click here to make an Appointment Sharon is a qualified Chartered Accountant with a Bachelor of…
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Lisa Allen
Accountant, JSA Accounting & Tax
B Bus (Acc/Fin)
Please click here to make an appointment.Lisa completed her Bachelor of Business (Accounting/ Finance) from Charles Sturt…
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Rhiannon Horton
Practice Manager, Accounting & Tax
Rhiannon commenced work with JSA in 2012 and has many years’ experience in providing a high level…
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Kristy Poke
Assistant Practice Manager
Kristy jointed the JSA Accounting & Tax team in February 2020. Kristy comes to us with an…
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Jo Filipuzzi
Administration Assistant, JSA Accounting & Tax
Joanne Filipuzzi brings 28 years of experience in the finance industry to fully service our client’s every finance…
Click here for more informationContact us on 02 4908 0999 for an obligation free quote.
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Craig Wallwork
Strategy Team
B Com, Adv Dip (FS) FP
Craig joined the JSA Group in June 2002 and is senior member of the Strategy Team with…
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Jessica Shepherd
Strategy Team
Adv Dip FS (FP), JP
CURRENTLY ON MATERNITY LEAVE – Jessica joined the JSA Group in May 2018 and has over 4 years’…
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Simon Holcombe
Strategy Team
B Bus; B Com; Dip FP
After having completed a Bachelor of Business and Bachelor of Commerce at the University of Newcastle, Simon…
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John Keysell
Senior Strategist
Adv Dip (FS) FP
Given John has had 48 years of experience and expertise in the financial planning profession operating as…
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Karen Newey
Receptionist
Karen joined the JSA Group in 2002 and has extensive experience as a senior member of Client…
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Mel Shakespeare
Client Administration
Melanie joined JSA Group in 2008 and is a member of the Client Administration Team. She takes…
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Rebecca Shakespeare
Client Administration
Rebecca has been a part of JSA’s Client Administration team since August 2008. As part of the team…
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