Company Profile

Shakespeare Financial Group

Company Overview

At Shakespeare Financial Group, we pride ourselves on being more than just a financial services firm. We’re a dynamic, inspired team of professionals working together to deliver exceptional outcomes for our people, our clients, and our community. With expertise across Accounting, Tax & Business Consulting, Financial Advisory, Mortgage Lending, Personal Insurance and Superannuation, we provide total financial solutions under one roof.

What makes us different? Our people. We know our success comes from the talent, dedication, and passion of our team. That’s why we invest in long-term career pathways, professional growth opportunities, and a workplace that’s as fun, social, and supportive as it is rewarding.

Company History

Shakespeare Partners was established in 1980 by Alan Shakespeare.

Shakespeare Partners has enjoyed consistent growth over the years. We are members of the Institute of Chartered Accountants in Australia and are registered agents for the Australian Taxation Office and the Australian Securities and Investments Commission. In addition, we are licensed to provide financial planning and investment advice.

In 2001, Shakespeare Partners recognised a need to provide a Total Financial Solution to our clients and commenced offering Financial Planning services and later obtained our own Australian Financial Services License through Shakespeare Financial Services Pty Ltd.

In 2007, recognising that as our client’s most respected business advisors, we are best positioned to advise on tax-effective finance structuring complemented by a detailed knowledge of our client’s personal financial circumstances. We became licensed finance brokers (WA) through Shakespeare Leasing and Mortgage Solutions Pty Ltd.

Benefits

At Shakes, you’ll enjoy more than just a job—you’ll be part of a community that values you and supports your success. We offer:

- Excellent on-the-job learning and career development opportunities
- Attractive, competitive salary
- A supportive, friendly, and welcoming team environment
- Flexible working hours, including WFH one day per week
- A vibrant social club with regular events
- Wellness activities including bootcamp, cycling and running groups

Positions Available
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  • 2 days ago

    Investment Analyst

    Shakespeare Financial Group - West Perth, Australia
    1. Save

    Ready to kickstart your finance career with a firm that lives and breathes research driven investing? This is your chance to step into a high impact role where your analysis shapes real investment decisions and your growth is taken seriously. We are on the hunt for a sharp minded Investment Analyst who is excited by markets, thrives on data and wants to build deep technical capability. If you are hungry to learn and love turning numbers into insights this role is for you.

    See full job description