LEENANE TEMPLETON - Key Persons
Job Titles:
- Chartered Accountant
- Chief Executive Officer
- Financial Advisor
- Member of the Executive Team
- Member of the Wealth Management & SMSF Team
- CEO of the Self - Managed Super Specialists
- SMSF Specialist Advisor, CA Financial Planning Specialist
Andrew is one of the original founders of Leenane Templeton and is recognised across Australia as having some of the highest technical skills across accounting, financial planning and SMSF. Discover More
Andrew Frith, Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of LT Advice Pty Ltd ABN 21 637 033 286 | Australian Financial Licensee 523026. Andrew is highly awarded as one of Australia's leading Financial Advisors and SMSF Specialists.
Andrew is a Financial Advisor, SMSF Specialist Advisor,
Chartered Accountant, CA Financial Planning Specialist,
Business Advisor and the CEO of Leenane Templeton.
Andrew Frith is the CEO of The Self-Managed Super Specialists and founding director of Leenane Templeton Chartered Accountants & Business Advisors. Andrew was educated at the University of Newcastle having achieved a Bachelor of Commerce and continued on to become a Chartered Accountant.
Andrew has been a Chartered Accountant for 15 years with 22 years of experience as a practising accountant. He is also, a Chartered Tax Adviser, a SMSF Specialist Advisor™, a Senior Associate of FINSIA, a Financial Planner AFP® and Affiliate Member of the Financial Planning Association.
Andrew is highly awarded, achieving the National SMSF Best Practice Award presented by SPAA in 2013, the Financial Planning Association's 2013 Best Practice Award for NSW, and 2012 FPA Best Practice Award for state runner up. Andrew has been named one of Australia's top 50 financial planners in the Financial Review Smart Investor Masterclass for Financial Planners in 2006, 2007 2008 and 2012.
Andrew is recognised as an expert advisor in self-managed superfunds, wealth management, business financial accounting and strategic business advice. He has been a regular financial management media commentator on radio and for professional journals and assists many organisations on a voluntary basis.
Andrew is married to Sarah and is a father of three. Andrew understands the practical importance of financial planning for your family and management of your personal wealth.
Andrew enjoys regular meetings and contact with his clients.
‘The thing I value the most about Andrew from Leenane Templeton, is the amount of care, time and effort he puts into his customers and their circumstances. I just love receiving those proactive calls, a recent one starting with, ‘Jay - I've just been looking through your file, and I've had some thoughts I'd like to discuss'. This has resulted in a restructure of my entities, adjusting our circumstance for the growth and maturity we've achieved to date, setting us up for further growth and future success. Thanks Andrew!' - Jay Wilton
Wideline became a client of Leenane Templeton Chartered Accountants at the beginning of 2014. As our business is of a technical nature we deal exclusively with Andrew Frith. We engaged the services of Leenane Templeton after the providers we had previously appointed, no longer had the required resources to appropriately service our growing business's needs. After interviewing several Accountancy firms we decided Leenane Templeton had the experience and people to support us through our growth phase. Over the past 2 years we have enjoyed dealing directly with one person, Andrew Frith, who now feels like an extension of our business and part of the Wideline family. I would have no hesitation in recommending Andrew or Leenane Templeton.
Job Titles:
- Member of the Office Support Team
- Office Administrator
Brittany, known for her friendly and supportive nature, takes pleasure in assisting our clients and team, making sure they receive excellent care.
Job Titles:
- Owner - Wideline Windows & Doors
"Andrew Frith demonstrates high standards of professionalism and is committed to providing valuable advice and service to his clients…."
Job Titles:
- Member of the Executive Team
- Member of the Wealth Management & SMSF Team
- Manager Business Services & SMSF
- SMSF Specialist
Craig is an experienced SMSF Specialist and a Chartered Accountant and has been with the business since its inception in 2001. With a wealth of SMSF and business knowledge he works closely with the CEO and our clients.
Job Titles:
- Chartered Accountant With ICAANZ
- Client Advisor
Daniel is a Chartered Accountant with ICAANZ and has 6-7 years' experience with a Chartered Accounting Firm at the Central Coast.
Job Titles:
- Chief Commercial Officer
- Member of the Executive Team
- Chief Commercial Officer / Marketing Advisor / Business Advisor
Harlan is responsible for the corporate strategy and growth of the group. Harlan has high level experience across a range of industries in both the UK and Australia.
Harlan has a Degree in Commerce & Marketing, an Honours Degree in Law & Business and professional qualifications.
Harlan has worked at executive levels across the UK and Australia in a variety of industries including recruitment, finance, travel, hospitality, marketing, chartered accounting and financial services. He worked at one of the largest companies in the world at the time (General Electric (GE Capital)) through to being a director for a variety of small to medium sized businesses. He has won a large variety of industry awards over his career.
Harlan has been inspired by some of the great leaders he met (from meetings at Richard Branson's family home, to Tony Robbins) and saw at first hand the impact that marketing and particularly online marketing could have on company profits. "I was hungry for knowledge and devoured what learnings I could about business success particularly in an online environment, setting up a variety of online businesses and helping business owners to grow their marketing and profits."
Harlan enjoys helping small businesses to grow and is generous with sharing his advice and knowledge.
Harlan moved to Australia in 2006 and enjoys the Australian lifestyle, culture and people.
Job Titles:
- Chief Operating Officer
- Member of the Executive Team
Jenny has significant experience in both financial service and public practice as an auditor. Her focus is to help the business to run smoothly and efficiently.
Job Titles:
- Associate Director
- Member of the Executive Team
- Chartered Accountant, Chartered Tax Advisor and Business Advisor
Joel is responsible for the Business Services team and the businesses continued growth. He has been with the business since it's inception in 2001 having helped hundreds of clients.
Joel's friendly personality is a winner with clients. Joel is a Chartered Accountant, Chartered Tax Advisor and business advisor and has been with the business since it's inception in 2001.
Job Titles:
- Financial Planning Services
Kerry has years of experience working with the financial planning team, and helps look after our financial planning clients with all their needs.
Kristina cares for our SMSF clients helping them throughout their journey at Leenane Templeton.
Job Titles:
- Member of the Office Support Team
- Office Administrator
- Member of the Administration Team
As a member of the administration team, Leesa plays a key role in maintaining the office's efficient operation and assisting clients.
Margaret is one of our leading specialist tax advisors and helps with the more complicated tax structuring. With a PwC background she has many years of high level experience helping individuals and businesses.
Job Titles:
- Member of the Office Support Team
- Office Administrator
- Team Member
Maryanne is a friendly team member and ensures our clients are looked after when calling in.
Job Titles:
- Financial Controller
- Member of the Office Support Team
Matt is one of our most popular members of staff as he's responsible for our payroll! Matt also ensures our internal financial records are up to date and positioned for continued growth.
Job Titles:
- Member of the Executive Team
- Client Advisor
Matthew is a Chartered Accountant and our Xero Champion and trainer. He has strong technical skills in helping companies across all areas of accounting.
Prior to joining LT, Megan was a Senior Accountant for over 10 years at different accounting firms. She joins with excellent accounting experience gained over 20 years.
Job Titles:
- Member of the Office Support Team
- Office Administrator
Sarah's friendly and helpful nature assists her to deal closely with our clients to ensure their needs are met.
Sophie is a friendly and helpful team member supporting our clients and team in a range of areas.
Susan worked as a Tax Board Registered BAS Agent and Bookkeeper before joining LT. Susan has excellent experience across Xero, MYOB, QuickBooks and is a friendly and supportive team member.
Job Titles:
- Financial Advisor
- Member of the Wealth Management & SMSF Team
- Senior Financial Advisor
- Senior Financial Planner
Vanessa has vast experience in financial planning and is a Certified Financial Planner with a Master of Commerce in Financial Planning and Advanced Diploma of Financial Services. Vanessa is a member of the Financial Planning Association of Australia.
Vanessa is a senior financial advisor with
specialist training in self-managed superannuation
and life planning.
Vanessa Woodley is a senior financial advisor at Leenane Templeton Wealth Management Pty Ltd. Vanessa attained her Masters of Commerce through the University of Western Sydney and was awarded the Financial Planning Association Student of the Year Award at graduation.
Vanessa has been a financial advisor for over a decade and is Certified Financial Planner ®, the highest designation in financial planning. Vanessa has also completed specialist training in self-managed superannuation funds, listed products and life planning which integrates the interior aspects of money with the mechanics. She has a love of learning and continues to expand her technical skills with ongoing technical training.
Vanessa is recognised as an accomplished advisor and has contributed to various media publications including Cosmo and Sydney Morning Herald. She is married to Paul and recently returned "home" to Newcastle after spending a number of years in Sydney. She loves raising their young family in beautiful Lake Macquarie.
Vanessa enjoys working with her clients to help them achieve their objectives and use their financial resources for what really matters to them.