OUR PURPOSE

Our driving purpose is to help make life better. To practically help people build truly great lifestyles, financial well-being and profitable businesses. We believe that every action we take can make a difference to our clients, staff and the community.

OUR VISION

To lead the way in sophisticated financial solutions, to be the best at what we do. We want to empower individuals and business owners to make better financial decisions which will in turn enhance our clients lives as well as the regional economy.

OUR PROMISE;
“TO USE ALL OF OUR SKILLS AND ABILITIES
TO REACH THE BEST POSSIBLE OUTCOME FOR YOU.”

SMSF Accounting Awards 2020
Award winning advisors finance
SMSF Award winner
OUR TEAM

Our team are based at our Head Office on King Street, Newcastle.  The firm has over 20 team members all with a variety of skills and experience.

KEY FINANCIAL SPECIALISTS

Andrew Frith is a Financial Planner,  CA Financial Planning Specialist, Chartered Accountant, SMSF Specialist Advisor and a Business Advisor.  Andrew is the founder of Leenane Templeton.  Discover more about Andrew.

Vanessa Woodley is a Senior Financial Advisor with specialist training in self-managed superannuation and life planning. Discover more about Vanessa.

Craig Lowrey is an experienced SMSF Specialist and has been with the business since its inception in 2001. Craig has a wealth of SMSF knowledge.

See our full team here .

OUR HISTORY

The practice was originally established by Andrew Frith and a small team in 2000. The aim was to differ from the “normal” financial planning firms by offering a more holistic advisory service. With the teams experience they established a client centric advisory firm that maximised the best solutions for their clients. They wanted a family friendly organisation that recognised and valued the needs of staff and clients.

OUR TEAM VALUES

We demand personal levels of integrity, discretion, dedication and persistence. These values encourage the creation of a close team of professionals who enjoy working together and with our clients.

OUR CUSTOMER SERVICE

Leenane Templeton is proud to achieve ‘world-class customer satisfaction’ (Net Promoter Scores), and a variety of best practice awards within the business. We continue to be committed to delivering high levels of customer service across all service areas.

WHAT’S IN A NAME?

History plays a part in Leenane Templeton. Contrary to some beliefs, there were no original partners with the names of Leenane or Templeton. Leenane is the name of a County in a picturesque part of Ireland.

Templeton is the name of a prominent Novocastrian family who were active in establishing financial savings programmes in the Newcastle region in the early 20th Century. These were the forebears of Andrew Frith, the CEO of Leenane Templeton.

OUR LOCAL COMMUNITIES & CHARITIES

Hope4Cure Ovarian Cancer Foundation – Our team take pride helping with the set up, marketing, committee and ongoing support for Hope4Cure. Helping local women suffering with ovarian and gynaecological cancers. www.hope4cure.org.au

Charlestown Junior Cricket Club & Sixers Womens Social Cricket – Leenane Templeton are delighted to be the Major sponsor for the club providing much needed funding and clothing for both the boys, the girls and the ladies teams. Visit CJCC facebook page

Leenane Templeton enjoy supporting a variety of other charities and communities throughout the year.

cricket sponsor

DISCOVER MORE ABOUT LEENANE TEMPLETON