Jacob Eliopoulos is an Associate Financial Advisor at The Hopkins Group.
Although a relatively new entrant in the financial advisory industry, Jacob brings an infectious enthusiasm to help his clients achieve their financial goals and secure their financial futures. A natural facilitator and tactician, Jacob has an innate gift for understanding what his clients genuinely desire and helping them achieve their goals through a systematic and practical financial plan.
He finds it most rewarding when he sees a client walking into the doors feeling uncertain and stressed, and walking out the doors feeling confident, knowing their financial future is secured.
Jacob is due to complete his Bachelor of Commerce in Financial Planning & Finance at Deakin University in 2023. He was a professional soccer player before joining the financial planning industry, and he is still an active, semi-professional soccer player playing for Oakleigh Cannons.
David is a Senior Financial Adviser with approximately 27 years experience in the finance industry. Before joining The Hopkins Group, he held a number of senior positions with NAB and BT Financial, mainly focused around providing strategic investment advice and financial analysis to clients and the wider business.
During his career, he has helped clients with a broad range of financial planning strategies all specifically tailored to their goals and objectives.
In his earlier years he completed a Bachelor of Economics at Victoria University and also achieved an Advanced Diploma in Financial Planning.
David decided to pursue the financial advisory path to utilise his financial acumen, provide sound financial advice and share these skills with groups of people, and SMEs, to help shape their future with confidence and purpose.
In his spare time, David is an accomplished chef, enjoys spending time with his family and follows the EPL, particularly Liverpool FC.
Visit Adviser Ratings to view some of David’s most recent client feedback. If you’re already a client of David’s, we encourage you to also leave a review on the platform.
Daniel Boote is a Senior Financial Adviser at The Hopkins Group, joining the team in February 2021.
Having dedicated more than half his life to the financial services industry (totalling 23 years of experience as of February 2021), Daniel is a wealth of knowledge and expertise. He describes he main role as a problem solver for his clients, helping put all the pieces of their financial puzzle together. He does this by having detailed discussions to understand his clients’ situation, their goals, what they want to achieve now, the future and into retirement.
Daniel enjoys the varied nature of his role – because every client situation is different and unique to them, it means that no two days are the same. Whether he’s meeting with clients face to face, or working on tailoring a strategy for their situation, he’s motivated and excited by helping you achieve your goals and make a positive impact on your overall financial situation. He’s there to help you navigate through the maze of investments, legislation and compliance, be your emotional sounding board, your facilitator, your educator and confidante so you can grow your wealth, approach your finances with confidence and feel secure in your overall position.
Outside the office, Daniel is a family man, with three awesome young children. He enjoys sports, most music and has an appreciation for many forms of art. He and his family also have a passion of a farming nature – together they farm 80+ Alpacas on their property in Central Victoria.
Shane Light is the Head of Advice and also a Senior Financial Adviser with The Hopkins Group.
Beginning his career in 2002 as an accountant / mortgage broker, based in Wollongong NSW, it wasn’t long before Shane expanded into financial planning and commenced his career as a financial adviser. In 2007 Shane moved away from being a financial adviser into a more niche role in the financial planning industry where he specialised in compliance and risk management and was employed across a number of large Australian Financial Service Licensees. During this time Shane relocated to Melbourne in 2010.
After nine years and copious amounts of interstate travel auditing financial advisers around the country, Shane now finds himself Head of Advice and well placed with his background to manage the financial planning division within The Hopkins Group.
A big believer in education, mentoring and career development, Shane enjoys the challenges that come with management, thriving in continuing to educate clients on ways they can achieve financial freedom.
Outside of work, Shane gives up a lot of his time to volunteer as a fire fighter for the CFA and other charity organisations.
Shane is qualified with an Advanced Diploma in Financial Planning, Cert IV in Accounting, Diploma in Mortgage Broking and a Graduate Certificate in Management. In 2020 and 2021, he was recognised as one of the top 50 most influential advisers in Australia by making the FS Power50 list, to which he was consequently nominated for 2022.
Visit Adviser Ratings to view some of Shane’s most recent client feedback. If you’re already a client of Shane’s, we encourage you to also leave a review on the platform.
Initially starting his working career as a commercial and property lawyer in Queensland, Michael Williams eventually found his calling as a Financial Adviser.
He made this decision because he wanted to help clients before they got in trouble rather than sort out their issues afterwards as a lawyer.
Michael had a simple yet powerful vision – to help his clients establish financial well-being and achieve a financially independent future. This was his vision when he first started as a financial advisor, which is still his vision today as the Managing Director of The Hopkins Group (THG).
As the Group’s Managing Director, Michael has led THG’s strategic operations and is an integral member of the Group’s executive board. Since his appointment in 2004, Michael has grown THG from a boutique firm to a multi-disciplinary, end-to-end, holistic financial advisory agency with over 55 staff and an extensive range of service offerings including financial planning, property (management, investments, sales and development), accounting and taxation, mortgage advice, estate planning and SMSFs.
Michael is also an accredited Senior Financial Adviser trusted by our most tenured and respected clients. He gives back to the industry and is currently an active member of the Deakin Advisory board.
Visit Adviser Ratings to view some of Michael’s most recent client feedback. If you’re already a client of Michael’s, we encourage you to also leave a review on the platform.
Mark Wenzel is a Senior Financial Planner at The Hopkins Group.
Mark has worked as a financial adviser for nearly 20 years and started with the business back in May 2019.
He once founded and managed his own financial advisory business formally the EON Financial Group, a premium provider of financial and retirement advice, strategy and education.
Today he strives to help all his clients achieve their financial aspirations by implementing financial and investment strategies to breakdown long term goals into annual targets.
His key services include Financial Planning, Personal Insurance, Mortgage Broking, Investment Advice, Retirement Income Management and Self Managed Superannuation Fund (SMSF) establishment and transfers.
Until very recently Mark produced a monthly podcast for SMSF trustees featuring industry specialists and insider information including SMSF financing, Australian and international investment markets, instalment warrants, property investment and more. You can listen to some of his latest episodes here.
Previous guests include mining industry veteran Ken Roche, Platinum Asset Managements Douglas Isles and ASX Head of Listed Investments Ian Irvine.
Visit Adviser Ratings to view some of Mark’s most recent client feedback. If you’re already a client of Mark’s, we encourage you to also leave a review on the platform.
