JSA GROUP - Key Persons
Job Titles:
- Senior Adviser
- Adviser Profile
- Amy commenced in the Finance Services Profession in 2001. As a Financial Adviser, Amy's key focus is to build strong relationships with her clients combining technical and goal setting client skills she has developed over the years to provide a meaningful and tailored client experience.
Amy's qualifications include:
Master of Financial Planning
Graduate Diploma of Applied Finance (Financial Planning)
Diploma of Financial Services (Financial Planning)
Accredited Aged Care ProfessionalTM (Aged Care Steps Pty Ltd)
Justice of the Peace
Job Titles:
- Accountant, JSA Accounting & Tax
Job Titles:
- Director
- Owner
- Senior Adviser
- Adviser Profile
Andrew commenced his financial advice career in 2001 as a Paraplanner and Strategist at JSA Financial Planning Group.
In early 2005 Andrew moved to Sydney to work with MLC where he trained, consulted and guided financial advisers across Australia in the development of financial advice strategies, financial modelling and construction of financial plans (Statements of Advice).
Job Titles:
- Chartered Accountant and Member of the CAANZ
Job Titles:
- Chartered Accountant and Registered Tax Agent
Job Titles:
- Chartered Accountant With a Bachelor
Job Titles:
- Accountant, JSA Accounting & Tax
Cathy is our Key Coordinator and has been with the company since 1981. Her extensive industry experience has played an important role in the overall growth and development of the JSA Group.
Cathy's educational qualifications include:
Graduate Diploma in Strategic Business
Graduate Certificate in Business (Professional Management)
Advanced Diploma of Business Management
Advanced Diploma in Financial Services (Financial Planning)
Certificate IV in Finance & Mortgage Broking
Job Titles:
- Trainee Accountant, JSA Accounting & Tax
Cayley has completed a Bachelor of Business/Commerce Majoring in Accounting from the University of Newcastle and is currently undertaking studies to become a Chartered Accountant. Working with the JSA Group, Cayley has gained 2 years' experience assisting in the preparation of Individual and Small Company Tax Returns, Business Activity Statements, and Payroll.
Outside of work, Cayley enjoys partaking in social activities including CrossFit, Netball and Swimming.
Job Titles:
- Strategy Team
- Strategy Team Member
Craig joined the JSA Group in June 2002 and is senior member of the Strategy Team with over 15 years' experience in the Financial Services industry. Craig commenced his career as a junior paraplanner in the Financial Services Industry with a small Newcastle firm back in 1998 while studying a Bachelor of Commerce Degree at the University Newcastle. Four years later he joined the JSA group where he continued further studies completing his Advanced Diploma of Financial Services (Financial Planning) and is now a senior member of the Strategy Team.
Craig's educational qualifications and membership of professional associations are:
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Commerce (University of Newcastle)
As a strategy team member Craig is focused on providing strategic support for advisers, including assistance with client strategies, technical support and compliance with legislative requirements in providing advice which is in the best interest of clients.
Job Titles:
- Director
- Joint Founder and Chair of the Hunter Children 's Research Foundation
Janelle has been a longstanding Rotarian and is the recipient of the Paul Harris Fellow International Rotarian Award.
Janelle is also the joint founder and Chair of the Hunter Children's Research Foundation which has raised over two million dollars to help support researchers addressing childhood disease and illness. More recently Janelle has recently been awarded the Order of Australia due to her outstanding achievement and service with her charity work.
Janelle Shakespeare started the business with her husband Jeff in 1976. JSA Group offers a broad range…
Job Titles:
- Business Founder and Owner, Managing Director and Senior Adviser
Jeff Shakespeare has over 46 years of experience in the financial services industry operating as a business owner and managing director.
Jeff's company JSA Group was established in 1976 and offers a broad range of financial services including strategic Financial Planning, Mortgages, Novated Leasing & Finance, and Accountancy & Tax. JSA's clients are serviced through their offices in Broadmeadow and Norwest.
Jeff's educational qualifications and industry memberships include:
Advanced Diploma Financial Services (Financial Planning)
Life & Top of the Table Qualifying Member of the Million Dollar Round Table (MDRT)
Board member Salvation Army advisory board
Jeff was a founding member and Director of Matrix Planning Solutions Ltd which is an Australian financial services company. Jeff was also one of the founding Directors for the PSI Group and the Nationwide Superannuation Fund (NSF). In 2012 Link Market Services Limited, a leading Superannuation Administration provider who manages large funds including Industry Super funds CBus and Connect Super, acquired the PSI Group and NSF.
Jeff has been a longstanding Rotarian and is the recipient of the Paul Harris Fellow International Rotarian Award.
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
Job Titles:
- Administration Assistant, JSA Accounting & Tax
Joanne Filipuzzi brings 28 years of experience in the finance industry to fully service our client's every finance need. She began her career as a customer service officer with a leading banking institution. Progressing through the ranks to the point where she held a Branch Manager role.
For the past 14 years Joanne has been supporting clients with assessment, processing and management of residential mortgages. Joanne has been recognised for her proactive customer service focus by both her peers and industry associations. Joanne is now part of our Client Administration team.
Job Titles:
- Accountant, JSA Accounting & Tax
- Associate Member of Certified Practicing Accountants
Lisa is an Associate Member of Certified Practicing Accountants (Australia) and in her spare time is a passionate charity fundraiser (as well as a up-and-coming tennis star).
Job Titles:
- Senior Adviser
- Adviser Profile
Melanie joined JSA Group in 2008 and is a member of the Client Administration Team.
She takes pride in providing her clients with consistent, accurate and efficient service to ensure Adviser strategies are implemented correctly. Stemming from her Advanced Diploma of Hospitality Management, Melanie also has an active interest in strengthening the JSA brand through business development.
Day to day, Melanie assists the Adviser team with the processing and maintenance of client files, setting client appointments, preparing for client reviews, updating investment portfolio valuations, updating the client database, lodging new investment/ insurance applications and ensuring that clients receive the best possible service from JSA.
Outside work, Melanie loves to spend time with her husband and two children, as well as visiting skiing destinations around the world.
Job Titles:
- Accountant, JSA Accounting & Tax
Job Titles:
- Director
- Owner
- Senior Adviser
- Adviser Profile
- Michael was appoin ted 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.
Job Titles:
- Chartered Accountant
- Accountant, JSA Accounting & Tax
Peter is a qualified Chartered Accountant with an extensive career in auditing, accounting and taxation for over 30 years. He has a Bachelor of Commerce and a Diploma in Taxation Studies from the University of Newcastle. Peter also holds a Graduate Certificate in Financial Planning. Peter is a registered company auditor and a registered SMSF auditor.
Rebecca has been a part of JSA's Client Administration team since August 2008.
As part of the team Rebecca works with the Financial Planning Advisers and Strategy team to ensure that clients receive the best possible service from JSA Group. This work includes processing and maintenance of client files, setting client appointments, preparing for client reviews, updated investment portfolio valuations, updating the client database and lodging new investment/insurance applications.
With a background in retail and hospitality management, Rebecca's operations and client service experience is extensive and she takes great pride in ensuring she provides a friendly, efficient and competent service for JSA's clients.
Rebecca also champions several charitable initiatives at JSA. In her spare time she supports the community through fund raising and improving awareness for Hunter Children's Research Foundation, MS Society and Red Cross.
Job Titles:
- Practice Manager, Accounting & Tax
Rhiannon commenced work with JSA in 2012 and has many years' experience in providing a high level of support in client service based roles, both within the Superannuation industry and in other areas. Rhiannon is looking at furthering her knowledge in both business and superannuation to better accommodate the client base.
Rhiannon's educational qualifications include:
Bachelor of Science
Rhiannon's role is to manage client workflow within the self-managed superannuation sector and prides herself on creating a personalised approach and "going the extra mile" in catering for client's needs.
Job Titles:
- Financial Adviser
- Accounting & Tax
- Adviser Profile
Job Titles:
- Accountant, JSA Accounting & Tax
- Authorised Representative No. 1270069
After having completed a Bachelor of Business and Bachelor of Commerce at the University of Newcastle, Simon initially entered Financial Planning in the position of Paraplanner with a Newcastle based boutique practice working with high net wealth clients with a range of financial needs and objectives.
Simon's career after developing as a Paraplanner saw him accept a role as Advice Associate with a large Australian Financial Services Licensee where he worked alongside the Financial Advisers in developing strategy for clients whilst also being tasked with providing technical support and to ensure adherence to compliance and policy.
After a number of years in the industry, Simon now brings his skills and experience to the JSA Group as a member of the JSA Strategy Team.
In Simon's leisure you may catch him out cycling on the Fernleigh Track in between enjoying time with his wife Dan and young family.
Simon has experience across the following financial advice areas: