Financial Planner Newcastle - Leenane Templeton Wealth Management Pty Ltd

Leenane Templeton Wealth Management Pty Ltd was originally established by founder Andrew Frith and a small team in 2000. The firm has over 20 team members. Craig Lowrey has been with the business since its inception in 2001. Christian O’Connor is a Senior Financial Advisor with over 20 years of experience. CEO Andrew Frith has been named for four years as one of Australia’s top 50 financial planners as listed in the Australian Financial Review Smart Investors.

The firm won Finance Business Of The Year 2019 and SMSF & Accounting Awards NSW for 2018 and 2017, the Financial Planning Association’s Best Practice Award 2013 and Australian SMSF Best Practice Award Winner 2013. The firm provides financial advice across Newcastle, the Hunter, and NSW, with offices in Sydney and Brisbane. Services include retirement and estate planning, wealth creation and management, financial planning and advice, self managed super fund (SMSF), superannuation advice, business owners wealth, investing, wealth protection and insurance, and family office.

Wealth management and financial planning advice is the work described by clients of this Newcastle practice. Two accounts rate the service highly, describing the advisers as professional and knowledgeable while also being friendly and informative. Brent is named as the adviser who assisted one client with their financial matters.

Advice is explained clearly, covering planning and the management of wealth strategies, and those writing about their experience mention feeling informed about the options presented to them. Consultations take place at the office on Hunter Street during weekday business hours, with the practice operating from 08:30 to 17:00 each weekday. The category is financial advisers and planners.