Adviser profile: Shane Light – providing holistic advisory service

September 14, 2018

Sentry Group Chairman and Managing Director Murray Hills said irrespective of the digital age, increased regulation and compliance, the bar has irreversibly changed for what it means to be a successful professional financial adviser and Sentry’s Aspire Partner practices are leading the way.

Our Sentry Advice Aspire Partners program emerged after Sentry reviewed its business model and moved away from being just a licensee to a holistic business and professional services firm.

Commenting further Murray Hills said Sentry’s high-performing Aspire Partner advice businesses standout for their client focus and growth mindset.

“They are using a range of strategies, systems and initiatives to improve productivity and deliver benchmark client experiences that in turn are the source for new business growth, referrals and alliance opportunities”.

Head of Advice and Senior Financial Adviser Shane Light of Melbourne based The Hopkins Group is a firm believer in the holistic provision of advisory services by including programs that improve financial literacy, mentoring and career development of clients.

Although it can come with many challenges, Shane admits he is personally and professionally thriving improving the understanding of clients on ways they can protect and achieve their financial aspirations.

Shane started his financial services career in Wollongong as a mortgage broker / accountant in 2002. Five years later he became an adviser before relocating to Melbourne in 2010 and in July 2015 joined The Hopkins Group.

Promotion to partner was achieved in December 2017 and more recently he received distinction as a semi-finalist in the 2018 AFA Adviser of the Year Award.

The one-dimensional traditional advice practice model of client-in / advice-out is all but gone said Shane Light. Staying relevant to the times and the changing needs of clients is paramount and the foundation for a strong vibrant practice of the future.

“Financial literacy is the cornerstone of any good financial strategy and helping each demographic, especially Millennials and Gen X and Ys, break down the jargon and get excited about their finances is an incredible opportunity”, added Shane Light.

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