John has over 40 years’ experience in the Financial Planning Industry, with specialist accreditation in Aged Care, Business Insurance and Retirement Planning.
Being a strong advocate of the bond between client and adviser, John considers trust and understanding underpins his success.
John’s qualifications include:
- Advanced Diploma of Financial Services
- Member of the Financial Planning Association
- Accredited Aged Care ProfessionalTM (Aged Care Steps Pty Ltd)
At leisure, John can be found on the golf course or chasing that elusive big fish or socialising with family and friends.
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