SHAKESPEARE TOTAL FINANCIAL SOLUTIONS
At Shakespeare, we are committed to building close, lasting and mutually beneficial relationships with our clients. We are proud of our uncompromising personal service and commitment to our clients. This has seen us remaining at the forefront of accounting and financial services firms in Perth for more than 40 years.
We aim to provide a first-class service in accounting and taxation, as well as a full range of business and financial advisory services. This includes financial planning, SMSF formation, advice and strategy as well as mortgage and leading solutions.
We strive to constantly build an innovative business that shares the vision and values of our clients. It therefore follows that entrepreneur’s form the largest portion of our clients and we nurture these owner – managed businesses.
We are committed to preserving and enhancing the success and profitability of every client and thus work closely with our clients to identify opportunities that may exist to improve their overall financial well-being.
Since relocating to Australia following a successful career at PKF South Africa, Leigh-Anne joined Shakespeare Partners in 2002. Her experience in dealing with clients with interests abroad allowed Leigh-Anne the opportunity to become one of the leading advisors to clients relocating to Australia.
As a Chartered Accountant, Leigh-Anne is committed to delivering the best financial outcome for clients, ensure their financial objectives are constantly met.
As a qualified Chartered Accountant, Stephen is passionate about ensuring that his clients financial affairs are taken care of allowing them time to focus on their business and personal lives. Stephen joined the firm in 1990 and has over the years gained the trust and respect of many clients including several small to medium size business owners and high net worth individuals.
Stephen’s depth of experience across a broad range of financial and taxation matters has positioned him well to ensure his clients are financially well organised and constantly achieving great financial outcomes.
After qualifying as a Chartered Accountant, Stuart joined Shakespeare in 2000 as a graduate and quickly worked his way through the ranks to his current role as a Director.
Stuart’s strong business acumen and desire to assist clients in improving their financial position, has allowed Stuart to continue to make a significant impact on the financial welfare of his clients.
Since joining Shakespeare in 2006, Josh has had a keen desire to add value and help clients achieve their personal and business goals. As a Chartered Accountant with a diverse background and experience across numerous industries, Josh has developed a wide range of skills and expertise including business planning and improvement, business start-ups, structuring advice, budgeting and forecasting, tax planning, business sales and valuations and annual accounting and taxation.
Since graduating from Murdoch University in 2009 with a Bachelor of Commerce Degree in Accounting and Business Law, Aidan joined the Business Advisory division of a large national mid-tier firm where he commenced developing his skills as a multi-faceted accountant. In 2013 following the completion of his Post Graduate Studies and qualifying as a Chartered Accountant, Aidan worked in commerce for a brief period before returning to public practice where he joined our team as a Senior Accountant and was once again able to focus on business advisory where his true passion lies.
Chris has over 20 years of business and consulting experience with businesses covering a wide range of industries. Prior to joining Pitcher Partners in 2015 where he worked as a Director in the Tax Division, Chris worked for an accounting practice of which he was a partner for his last 6 years at the firm. Over the years Chris has gained experience dealing with small to medium sized businesses covering a wide variety of tax, accounting and general business issues. His client base included various different businesses including medical, construction and retail. Chris’ areas of expertise include small to medium enterprises (SME), business structuring, business start-ups, large family groups.
Shakespeare financial services
Matthew commenced working in the financial services industry in 2002 and specialises in superannuation (including SMSF) and retirement planning advice, investment portfolio advice, complex personal and business insurance advice and also strategic advice around setting and achieving financial objectives. From his origins in the wheat belt town of Kulin, Matthew’s previous roles have been that of a Financial Adviser with other practices in WA. Matthew also spent time in the U.K. working for a London based wealth management firm.
Shakespeare Leasing & Mortgage Solutions
Peter comes with 12 years of Commercial Banking experience, which has allowed him to develop a great depth in financial product and market knowledge, coupled with a dedicated service offering he can assist Shakespeare clients with the best product and structure for current and future funding requirements.
Having won Commercial Broker of the Year 2020 award, Peter’s knowledge and experience in the Leasing and Mortgage solutions sector are second to none, and he continues to help and assist Shakespeare clients to get the best rates possible at the right time.
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