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

4.75
25 Reviews
5
4
3
2
1
4.55
Clear communication
4.75
Knowledge & expertise
4.80
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 25

Sort by

4.25

"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."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Happy with the service......................................................"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"We are happy with Shane’s advice and are looking forward for further advice in confidance"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane has given us info on all our finacial needs."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane has given me advice in area including self managed super funds. Shane was able to explain things to me in a clear way.Through Shane's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Shane's full care and attention when I needed it."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Shane has always made himself available and has been very knowledgeable and friendly to converse with. Shane tries to explain everything in ‘layman’ terms. I have always found him approachable, down to earth, and very professional. I have no qualms in recommending Shane."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Shane has always provide great advice and has always been very attentive when providing the details of his advice. Would definitely recommend his services."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"For the past 6 years Shane has given me advice and support the establishment and maintenance of my self managed super funds and managing my finances. Shane was able to explain things to me in a clear way and provide written materials to support my decision making. Through Shane's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Shane's full care and attention when I needed it."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane has given me advice in areas including self managed super funds and insurance. Shane was able to explain things to me in a clear way. Through his knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

ASIC RG146 (Self Managed Superannuation Funds)

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2015

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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