Team / Cody Lucas

Cody Lucas

Cody brings over 2 years’ experience in the Financial Services industry to the JSA team. As a Financial Adviser, Cody’s key focus is to utilise and build on the strong technical skills he has developed since joining JSA in March 2017 as a Para Planner to consistently provide an exceptional client experience.

Cody’s qualifications include:

  • Bachelor of Commerce (Finance)
  • Advanced Diploma of Financial Planning
  • Cert IV in Finance & Mortgage Broking
  • Diploma of Financial Planning

Outside of work, Cody plays First Grade Soccer for Hamilton Olympic FC and also enjoys a round of golf.

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 Financial Services and Credit Guide, our Schedule of Fees and Cody’s Adviser Profile for your information.

Financial Services and Credit Guide