– Michael was appointed as a Director of JSA Financial Planning in January 2011 and has been operating as a Senior Financial Adviser since 2008. Michael’s educational qualifications and industry memberships include:
- Certified Financial Planner CFP®
- Bachelor of Finance
- Bachelor of Mathematics
- Advanced Diploma of Financial Services (Financial Planning)
- Certificate IV in Finance & Mortgage Broking
- Justice of the Peace
- Member of the Financial Planning Association (FPA)
- Top of the Table Qualifying Member of the Million Dollar Round Table (MDRT)
Michael is extremely client focused and works with clients at various levels of financial needs. Michael’s professional, yet relaxed attitude allows him to deliver advice in an easy to understand way, enabling the clients to engage in the financial planning process which translates to them being able to achieve their overall financial and lifestyle goals.
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
Please click on the Links below to view the Financial Services Guide and Michael William’s Adviser Profile.
