Established more than 40 years ago, we currently have approximately 80 staff over four divisions.
Group Director
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.
Group 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.
Director
Director
Director
General Manager
Manager
Manager
Manager
Manager
Manager
Office & Bookkeeping Manager
Manager
Director
Associate Director
Associate Director
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.
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.
To get in touch with us today, simply use the contact form below and our team will get back to you as soon as possible.