THE SHAKESPEARE TEAM

Established more than 40 years ago, we currently have approximately 80 staff over four divisions.

Group Directors

LEIGH-ANNE MEYEROWITZ

Group Director

Leigh-Anne joined Shakespeare Total Financial Solutions in 2002. She specialises in finding value for her clients through business consulting, tax planning, financial planning strategies and succession planning. She is a qualified Chartered Accountant, Registered Tax Agent, Financial Planner and Registered Auditor.

Leigh-Anne is passionate about helping her clients become ‘financially well organised’ and assisting them in achieving their financial goals. Her expertise in problem-solving and finding suitable and sustainable financial solutions to secure clients’ futures and positively impact their lives is renowned. As Group Director she loves working with the wider team and producing proactive strategies that deliver great results for her clients.

STUART MACKINNON

Group Director

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 have allowed Stuart to continue to make a significant impact on the financial welfare of his clients.

Shakespeare Partners

JOSH PARSONS

Director

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. This includes business planning and improvement, business start-ups, structuring advice, budgeting and forecasting, tax planning, business sales and valuations and annual accounting and taxation.

AIDAN RANDO

Director

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. He then returned 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.

CHRISTOPHER LYONS

Director

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, and large family groups.

TONY DA SILVA

General Manager

JAMIE BATTIGELLI

Manager

JASON DEMARTE

Manager

SAM FIELDING

Manager

TROY STANDRING

Manager

SAM AINSCOUGH

Manager

LOUISE ATKINS

Office & Bookkeeping Manager

BRIDGETT HODGKIN

Manager

Shakespeare Financial Services

MATT ROBERTSON

Director

Matt 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, Matt’s previous roles have been that of a Financial Adviser with other practices in WA. Matt also spent time in the U.K. working for a London-based wealth management firm.

RACHELLE MISICH

Associate Director

Rachelle has over 20 years of experience in financial services, beginning her career at a small financial planning firm just down the road from Shakespeare’s current offices back in 1999. Rachelle has a Bachelor of Business in Financial Planning and completed her Certified Financial Planner studies in 2007. Rachelle joined Shakespeare Financial Services in August 2016 and has previously worked for Godfrey Pembroke and the ANZ Private bank. She specialises in providing Superannuation, Insurance, Investment and Retirement Planning advice to clients of all ages.

ANDREW COLVIN

Associate Director

Andrew joined Shakespeare Financial Services as a graduate from the University of Western Australia in 2015. Starting as a Financial Planning Assistant, Andrew has grown within the company, gaining experience in various financial planning fields. Andrew completed his Certified Financial Planner studies in 2021 and now specialises in Superannuation, Investments, Insurance, and Retirement Planning. He also holds accreditation as an Aged Care Professional, ensuring his advice is comprehensive and tailored to meet the diverse needs of his clients.

Shakespeare Superannuation Services

GEMMA WOOLLEY

Associate Director

Gemma is an Associate Director specialising in SMSF. She is an accredited Self-Managed Super Fund Specialist Advisor with the SMSF Association and a Chartered Accountant with the Institute of Chartered Accountants Australia. Gemma is experienced in providing superannuation technical advice, operating a SMSF, SMSF speciality compliance, tax and asset restructuring, retirement planning, superannuation tax strategies and advising in compliance and planning surrounding the complex rules with contributions, pensions, borrowing arrangements and estate planning.

Shakespeare Leasing & Mortgage Solutions

PETER ELKERBOUT

Director

Peter comes with 18 years of commercial banking experience, which has allowed him to develop a great depth of 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 the Commercial Broker of the Year 2020 award, Peter’s knowledge and experience in the Leasing and Mortgage solutions sector are second to none. He continues to help and assist Shakespeare clients to get the best rates possible at the right time.

Shakespeare Total Financial Solutions Team

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