Team / Gay Jones

Gay Jones

Gay Jones is an Authorised Representative of Matrix Planning Solutions Limited, holds a Diploma in Financial Planning and is an Associate Affiliate Member of the Financial Planning Association (FPA). Gay has over 33 years experience in the banking and finance sectors, specialising in financial planning.  Gay has expertise in the area of government defined benefit funds, including lifetime pensions and lump sum funds. Outside of work, Gay enjoys socialising with friends, cooking, water skiing, holidays and watching her son compete in local soccer competitions.

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 Gay Jones’ Adviser Profile for your information.

Financial Services and Credit Guide