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

Please click here to make an Appointment – Michael was appointed as a Director of JSA Financial Planning…

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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…

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Michael Williams

Owner, Director & Senior Adviser

B Fin, B Math, Adv Dip FS (FP), CFP, JP

Please click here to make an Appointment – Michael was appointed as a Director of JSA Financial Planning…

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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

Please click here to make an Appointment – Amy commenced in the Finance Services Profession in 2001. As…

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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

Strategy Team

B Com, Dip FP

 Please click here to make an appointmentDaniel has over 14 years of experience in the Financial Planning…

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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…

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Contact us on 02 4908 0999 for an obligation free quote.

JSA Groups’ Novated Leasing makes owning and operating a car much cheaper. It also offers Employers an effective way to salary package without excessive administration.

You may be an individual wanting to know if your Employer offers salary packaging for your car. Or you may be a HR Manager looking for an easier way to offer an Employee incentive without the excess paperwork.

Talk to us about how we can help with your salary packaging needs through Novated Leasing.

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

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

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Louis Stibbard

Strategy Team

More information to follow…..

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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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