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 .
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.