Shane van Halderen - Esencia Wealth

Having worked across client service, paraplanning, compliance, operations and leadership roles, Shane van Halderen brings a practical understanding of the entire advice process. As Advice Delivery Manager, he focuses on improving advice delivery, workflows, quality assurance and technology to create more efficient ways of working and support high-quality advice at scale.

Shane enjoys collaborating with different teams to solve problems and make things work better. He finds it rewarding when small improvements create a meaningful impact for both clients and colleagues. His approach is strongly influenced by his interest in data, technology and automation, and he is motivated by the opportunity to help shape the future of the advice team as the business continues to grow

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