Our Team

Jeff Shakespeare

Business Founder and Owner, Managing Director and Senior Adviser

AFP, Adv Dip FS (FP), JP

Jeff Shakespeare has over 40 years of experience in the financial services industry operating as a business owner…

Click here for more information

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 operating…

Click here for more information

Amy Nosworthy

Senior Adviser

MFinPlan, GradDip AppFin, Dip FS (FP), JP

Amy joined the JSA Group in March 2019 and has over 18 years’ experience in the financial…

Click here for more information

Rosanna Rossi

Senior Adviser

B Com, CA Dip, Tax Studies, CFP, SPAA, JP

Over 25 years experience delivering high quality financial services to clients, providing full financial planning, superannuation, insurance…

Click here for more information

Matt Williams

Senior Adviser

B Com, CFP, Adv Dip FS (FP), JP

Matt has been with the JSA Group since 2007 starting out as a Paraplanner and Strategist. Now…

Click here for more information

Gay Jones

Senior Adviser

Dip FS (FP)

Gay Jones is an Authorised Representative of Matrix Planning Solutions Limited, holds a Diploma in Financial Planning…

Click here for more information

Chelsea Robinson

Senior Adviser

MCom(FP), GradCert Com(FP), Dip FP, JP

Chelsea has over 10 years’ experience in the Finance Industry, with the last 5 years spent as a…

Click here for more information

John Keysell

Senior Adviser

AFPA, Adv Dip FS (FP)

John has over 40 years’ experience in the Financial Planning Industry, with specialist accreditation in Aged Care,…

Click here for more information

Cody Lucas

Adviser

B Com, Adv Dip FS (FP), JP

Cody brings over 2 years’ experience in the Financial Services industry to the JSA team. As a…

Click here for more information

Brett Kelly

Senior Adviser

Adv Dip FS (FP)

Brett is a Senior Adviser of  JSA Financial Services Pty Limited. Brett commenced work with Emjay Insurance…

Click here for more information

Peter Sweeney

Accountant, JSA Accounting & Tax

B Com, CA

Peter is a qualified Chartered Accountant with an extensive career in auditing, accounting and taxation for over…

Click here for more information

Michael Sweeney

Accountant, JSA Accounting & Tax

B Com, CA

Michael is a member of the Institute of Chartered Accountants and has a Bachelor of Commerce Degree…

Click here for more information

Sharon Roberts

Accountant, JSA Accounting & Tax

B Com CA MTax

Sharon is a qualified Chartered Accountant with a Bachelor of Commerce degree from The University of Newcastle. …

Click here for more information

Jodie Fealy

Accountant, JSA Accounting & Tax

B Com, CA , JP

JSA Group welcomed Jodie to the team in March 2019.  She is a qualified Chartered Accountant with…

Click here for more information

Lisa Allen

Accountant, JSA Accounting & Tax

B Bus (Acc/Fin)

Lisa completed her Bachelor of Business (Accounting/ Finance) from Charles Sturt University in Wagga Wagga NSW in…

Click here for more information

Rhiannon Horton

Practice Manager, Accounting & Tax

Rhiannon commenced work with JSA in 2012 and has many years’ experience in providing a high level…

Click here for more information

David Sweeney

Administration, JSA Accounting & Tax

David has provided Administration support for the JSA Accounting team since 2010. He has been working in…

Click here for more information

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 information

Mark Scott

Director and Consultant, JSA Property

Dip FS (FP), B Sc, Grad Cert HRM & BA, RE Licence

Mark joined our team in 2013 bringing with him 25 years of property investing experience. Having successfully…

Click here for more information

Steven Leonard

Property Consultant

MPropVal, AAPI

Steven joined the JSA Property team in January 2016 and has spent the past 18 years working…

Click here for more information

Roslyn Pavey

Principal Lawyer

B Leg S, Master of Applied Law (Wills and Estates)

Roslyn is the Principal Lawyer and a Director of JSA Legal Solutions. She works exclusively in the…

Click here for more information

Renee Visscher

Client Administration

Renee joined the JSA team in January 2014 as Assistant to General Manager Mark Amos. She has 20…

Click here for more information

Jon Lang

Strategy Team

Dip FP

Jon joined the JSA Group in November 2004 with over 18 years previous experience in banking and…

Click here for more information

Jessica Weimer

Strategy Team

Adv Dip FS (FP), JP

Jessica joined the JSA Group in May 2018 and has over 4 years’ experience in the financial…

Click here for more information

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…

Click here for more information

Mel Shakespeare

Client Administration

Melanie joined JSA Group in 2008 and is a member of the Client Administration Team. She takes…

Click here for more information

Rebecca Shakespeare

Client Administration

Rebecca has been a part of JSA’s Client Administration team since August 2008. As part of the team…

Click here for more information

Ainsley Lewis

Client Administration

Cert III Bus Admin, Cert IV Bus Admin

Ainsley has been with JSA since December 2004 and is part of the Client Administration team. She…

Click here for more information

Stacee Wiedermann

Client Administration

Stacee joined the JSA team in September 2017 and is a member of the Client Administration Team….

Click here for more information

Kacey Allman

Client Administrator

Kacey commenced with the JSA Group in March 2019. Day to day, Kacey assists the Adviser and…

Click here for more information

Laura Hillier

Client Administration

Laura joined the JSA team in June 2019.  Laura has spent the past 9 years working as…

Click here for more information

Jake McTaggart

Client Administration

Jake joined the JSA Client Services team in June 2019. Jake’s current role involves working with the…

Click here for more information

Karen Newey

Receptionist

Karen joined the JSA Group in 2002 and has extensive experience as a senior member of Client…

Click here for more information

Thomas Jones

Client Service Support

Thomas commenced with JSA Group in March 2019 on a 6 months fixed contract to assist the…

Click here for more information

Jeff Shakespeare

Business Founder and Owner, Managing Director and Senior Adviser

AFP, Adv Dip FS (FP), JP

Jeff Shakespeare has over 40 years of experience in the financial services industry operating as a business owner…

Click here for more information

Janelle Shakespeare

Director

Janelle Shakespeare started the business with her husband Jeff in 1976. JSA Group offers a broad range…

Click here for more information

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 operating…

Click here for more information

Mark Amos

General Manager

Mark joined the JSA Group in March 2007 as General Manager. Prior to this, Mark spent 20…

Click here for more information

Cathy Daly

Practice Manager

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

Cathy is our Executive Coordinator and is one of JSA’s longest serving staff members, having been with…

Click here for more information