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Shane Light

 Shane Light

Share profile:
500 Collins Street Level 23
Melbourne
VIC
3000
AU

Overview CONTACT THE ADVISER

Shane Light Shane Light

total Reviews

10

Experience

11yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

WEALTHSURE FINANCIAL SERVICES PTY LTD
WEALTHSURE FINANCIAL SERVICES PTY LTD

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Wealthsure Financial Services Pty Ltd
Wealthsure Financial Services Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Small Business AdviceSmall Business Advice
Socially Responsible InvestmentsSocially Responsible Investments
Eco Friendly InvestmentsEco Friendly Investments
UK PensionsUK Pensions
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments

Latest Customer Reviews (3 of 10 total)See all

"Shane assisted in reviewing my superannuation and she pension eligibility and was able to help maximise the outcome. I have never been engaged with my super and having met shane and listened to him talk and explain things I would recommend him to others without a second thought. "

Gayle , 65+ 15 Sep 2017

"Since meeting shane he has been a great help, very informative and was able to reduce my fees through detailed explanations of my investments and the associated management fees versus associated risks. "

Sean, 56-65 15 Sep 2017

"As an older client unable to contribute to super anymore, shane was able to still help me with my personal circumstances and am now retired drawing a stable income. His knowledge, ideas and explanations rated highly."

Sam , 65+ 15 Sep 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 11 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 23
500 Collins Street, Melbourne
VIC 3000 Australia

Office hours

Monday:   8AM to 5PM
Tuesday:   8AM to 5PM
Wednesday:   8AM to 5PM
Thursday:   8AM to 5PM
Friday:   8AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 10 Total Reviews
Gayle , 65+15 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Shane assisted in reviewing my superannuation and she pension eligibility and was able to help maximise the outcome. I have never been engaged with my super and having met shane and listened to him talk and explain things I would recommend him to others without a second thought. "

Sean, 56-6515 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Since meeting shane he has been a great help, very informative and was able to reduce my fees through detailed explanations of my investments and the associated management fees versus associated risks. "

Sam , 65+15 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"As an older client unable to contribute to super anymore, shane was able to still help me with my personal circumstances and am now retired drawing a stable income. His knowledge, ideas and explanations rated highly."

Karla, Under 3514 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Shane has assisted my husband and I with strategies regarding our SMSF. Through the management of our fund Shane has developed continuous improvement methods and seeks innovative solutions by creating flexible plans to meet changing opportunities. We have really appreciated the transparency with our portfolio’s progress and Shane’s ability to transfer vision into execution. "

Steve, Under 3514 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"First time I have sought financial planning advice and the process was simple, very educating. As a result I am now very engaged in respect to my super, insurances and building wealth in general along with building our first home over the next 12 months. Very Much recommended. "

CHERYL, 56-6530 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"OFFERING GREAT INSIGHT AND ALTERNATIVES"

Phil , 46-5518 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Had several financial "advisers" since we came to australia. Shane is by far the best. Easy to get on with, flexible, hes clear on what he's advising you about and I feel he understands the concept of offering a service that has mutual benefit."

Peter, 35-4515 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Knowledgeable, professional, prompt and a proficient service delivered in a friendly manner. We have worked closely with Shane in a collaborative approach to accumulate the right securities and opportunities in our fund inline with our financial strategy. Would recommend Shane."

Rebecca , Under 3510 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Shane is very professional. Exluding his age he is very we'll educated and has been in the industry a long time. He explains this well and if I am unsure he does not hesitate to explain it in a different way until I am fully aware of the information being provided. He is personable and will make sure he is fully aware of your circumstances so he can provide the best advice. I think he is very professional and I have recommended him to my family and friends because I believe he is trustworthy and honest."

Alysia, 35-4528 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent knowledge and very personal "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
8
Customers

#2
Savings Investment
STRENGTH
7
Customers

#3
Centrelink Benefits
STRENGTH
4
Customers

#3
Insurance Protection
STRENGTH
4
Customers

#3
Preparing For Retirement
STRENGTH
4
Customers

#3
Self Managed Super Funds
STRENGTH
4
Customers

#4
Estate Planning
STRENGTH
3
Customers

#4
Household Budgeting
STRENGTH
3
Customers

#4
Tax Effective Strategies
STRENGTH
3
Customers

#5
Managing Debt
STRENGTH
2
Customers

#5
Small Business Advice
STRENGTH
2
Customers

x

Overall rating

80%

Shane Light

Company: WEALTHSURE FINANCIAL SERVICES PTY LTD

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Shane Light is a member of and in what capacity, the licensee or company of Shane Light and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Shane Light (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%