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…

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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…

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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 operating…

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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…

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Matt Williams

Senior Adviser

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

Matt has over 10 years’ industry experience and focuses on delivering high quality financial services to clients,…

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Gay Jones

Senior Adviser

Dip FS (FP)

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

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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…

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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,…

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Brett Cruden

Adviser

B.Bus, Adv Dip FS (FP), JP

Brett brings over 10 years’ experience in the Financial Services industry to the JSA team. As a…

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Cody Lucas

Adviser

Adv Dip FS (FP)

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

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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…

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David Murphy

Senior Adviser

B Econ, Dip FS

David has recently joined JSA as a Senior Financial Adviser following a long and successful career with…

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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…

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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…

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Sharon Roberts

Accountant, JSA Accounting & Tax

B Com, CA

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

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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…

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Damian Cherry

SMSF Specialist Adviser

B Bus (Acc), CPA, SSA

Damian joined the JSA Group in August 2016 as the SMSF Manager in JSA Accounting & Tax.  Damian…

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Andrew Johnson

Accountant, JSA Accounting & Tax

B Com

Andrew joined JSA Group in June 2014 as an Accountant in JSA Accounting & Tax. Andrew brings…

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Barbara Everson

Accountant, JSA Accounting & Tax

B Com, CPA, Dip FP

Barbara joined the JSA Group in December 2018. Barbara has a Bachelor of Commerce Degree from Newcastle University,…

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Sandra Teh

Accountant, JSA Accounting & Tax

B Com (A&F), CPA

Sandra joined the JSA group in January 2019. Sandra has a Bachelor of Commerce (Accounting & Finance) and…

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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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David Sweeney

Administration, JSA Accounting & Tax

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

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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…

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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…

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Steven Leonard

Property Consultant

MPropVal, AAPI

Steven joined the JSA Property team in January 2016 and has spent the past 15 years working…

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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…

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Debbie Harmey

Business Development Manager, Salary Packaging

Debbie commenced with JSA Salary Packaging in February 2018. In her role, Debbie assists the Salary Packaging…

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Jon Lang

Strategy Team

Dip FP

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

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Amy Nosworthy

Strategy Team

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

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

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Jessica Weimer

Adviser

Adv Dip FS (FP), JP

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

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Brittany McBean

Strategy Team

Adv Dip FS (FP)

Brittany joined the JSA Group in August 2018 and has over 6 years’ experience in the financial…

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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 Schurmann

Client Administration

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

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Zoe Lawrence

Client Administration

Zoe joined the JSA team in October 2018.  Zoe has spent the past 10 years working in…

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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…

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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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Renee Visscher

Client Administration

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

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Stacee Butcher

Client Administration

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

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Kacey Allman

Client Service Administrator

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

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Michelle McNeil

Client Administration

Michelle joined JSA Group’s Client Administration team in May 2018. She has more than 20 years’ experience in the financial…

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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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Thomas Jones

Client Service Support

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

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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…

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Janelle Shakespeare

Director

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

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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…

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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 operating…

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Mark Amos

General Manager

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

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Cathy Daly

Practice 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…

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