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
Shane was able to show and explain how much better my superannuation would perform in an easy and professional manner. Anything I didn’t understand, he took the time to explain again. I am confident that my retirement will be financially better off than before his advice.
Shane has managed my SMSF since creation and I am more than happy with his involvement so far. The current climate puts super funds under the microscope and I feel that my future is secure with Shane's guidance.
Happy with the service......................................................
We are happy with Shane’s advice and are looking forward for further advice in confidance
Shane has given us info on all our finacial needs.
- Adviser status Gold
- Number of reviews 25
- First year providing advice 2006
- Years of experience 16
- Advanced Diploma of Financial Services (Financial Planning)
The Hopkins GroupLevel 23, 500 Collins St
Melbourne, VIC 3000
- 8:00am – 5:00pm Monday – Friday
Sentry Advice Pty Ltd