Shane Light

The Hopkins Group

Gold
16 Yrs Experience
Melbourne, VIC 3000

I have worked in various roles within the financial planning industry since 2002 full-time.

My career commenced in an Accounting / Financial Planning practice where I was Authorised to provide financial advice to clients whilst also continuing to provide lending advice (mortgages and consumer vehicle lending)

In 2007 I moved into a compliance audit role and have worked within various AFSL’s in the same capacity all over Australia. I have an in depth understanding of the legislation and in my Head of Advice role continue to enjoy providing support to Authorised Representatives I mentor (implementing process changes and advice efficiencies).

After 9 years specialising in compliance and risk / management roles, I am now managing a large wealth management business in Melbourne and play an important role of developing and implementing business initiatives as well as advising a number of clients

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 25
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

The Hopkins Group

Level 23, 500 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748