(Photo: Rachelle Misich, Gemma Woolley, Andrew Colvin)
Shakespeare Financial Solutions are proud to announce three senior promotions.
Gemma Woolley – Associate Director
Gemma has over 15 years of experience in Tax and the Self-Managed Superannuation (SMSF) space, commencing her career in 2007 at an accounting practice where she worked closely with the Directors, tax teams and clients in the SMSF division. Gemma joined Shakespeare’s in 2014 as the SMSF Manager. She has gained her Self-Managed Super Fund Specialist Advisor accreditation with the SMSF Association and became a Chartered Accountant with the Institute of Chartered Accountants Australia.
Over the years Gemma has gained experience in dealing with 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.
Gemma grew up in Perth and was raised in a close family in Shelley, where she grew to love sports and an outdoor lifestyle. Gemma has participated in many sporting events including, Busselton Half Ironman’s, Busselton Jetty Swim, MACA Cancer 200 Ride for Research, City to Surfs and various running events.
Gemma is currently assisting the SMSF Association with upcoming training and education events, managing Shakespeare’s running group, and along with her husband, looking after three beautiful children.
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 is a member of the Financial Planning Association, has a Bachelor of Business in Financial Planning and is also a Certified Financial Planner.
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, and retirement planning advice to clients of all ages.
Rachelle grew up on a wheat and sheep farm in Kulin. She was shipped off to boarding school at the age of 12 and aside from a couple of years living in Melbourne, has been living in Perth ever since. Her two years in Melbourne were in 2005 and 2006, which worked exceptionally well for her being an Eagles supporter, (more so in 2006 than 2005). Rachelle joined the rest of the population late last year and bought a caravan, and she and her family now love getting away for camping trips on weekends and school holidays – although the kids are in tents.
Andrew Colvin – Associate Director
Andrew joined the Shakespeare Financial Services team as a graduate of the University of Western Australia in 2015. Starting as a Financial Planning Assistant, Andrew has worked with our clients for close to seven years, gaining experience across a broad range of financial planning areas.
Since then, Andrew has completed his post-graduate studies and has qualified as a FPA Certified Financial Planner, specialising in superannuation, investment, and insurance advice. To further heighten the services Shakespeare Financial Services offers clients, Andrew is now also looking to become an Accredited Age Care Professional.
Andrew was born in South Africa and moved to Perth with his family in 2003 where he has been based since. Recently married, he now spends much of his spare time taste-testing at his wife’s bakery and cheering on the Springboks or West Coast Eagles with his family and friends.
Please contact Shakespeare Financial Group if you would like any financial services advice.
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