David has recently joined JSA as a Senior Financial Adviser following a long and successful career with one of the major banks, specialising in Financial Planning since 2002 as a Senior Adviser and Manager and mentor of Financial Planners.
David holds a Bachelor of Economics from Newcastle University and Diploma of Financial Services. A proud third generation Novocastrian, David loves the Newcastle and Hunter lifestyle and is a passionate Newcastle Knights and Belmont Cricket Club supporter.
Married with three children including two teenage boys still at home. In his spare time he enjoys snow sports with his sons, cycling and swimming at Merewether baths and is looking forward to more travel with his wife Gail now that his boys are becoming self – sufficient.
David’s life and career experiences puts him in a great position to really understand and appreciate his clients and their financial realities through their various life stages. He builds strong ongoing relationships with his clients by helping them to focus on what’s important to them with their money and more importantly, what they do with it.
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)
- Business Life Insurance – (Key Man, Business Expenses, Buy Sell)
- Saving / Investment Plan
- Debt Management
- Estate Planning
- Self-Managed Superannuation Funds (SMSF)
- Aged Care