Most trusted adviser – Shane Light

You may have seen in one of our recent blog that our Head of Advice and Senior Financial Adviser, Shane Light, was selected as a top six finalist in the AFA Adviser of the Year Awards.

While Shane has not progressed to the grand finals (narrowly missing out on a spot in the top three by just two points), we’re excited to announce that he has been invited to appear as a trusted adviser on the Beddoes Institute’s Most Trusted Adviser Network.

Soon you’ll be able to find Shane’s face among those listed as Australia’s best financial advisers – congratulations to Shane on this great achievement!

This invitation came off the back of the fantastic feedback received in the client experience survey undertaken as part of the Award’s judging process, which many of our financial planning clients have completed.

We are humbled by the responses received from our clients as part of this survey process – your feedback is important to us and helps us make sure we’re delivering on the high standards we strive to uphold. We wish the top three finalists for the AFA Adviser of the Year Awards the best of luck as they progress through to the stages.

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Disclaimer: The information contained herein is general in nature and does not take into account individual situations, needs or goals. It should not be relied upon and persons should satisfy themselves through independent means that any decisions based on this material are appropriate. We recommend that you consult with your adviser who will be able to make a recommendation based on your specific circumstances.

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