All business services and accounting advice is provided by Leenane Templeton Pty Ltd
Team Member Details
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
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.
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.
Business Services Team
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.
Matthew is a Chartered Accountant and our Xero Champion and trainer. He has strong technical skills in helping companies across all areas of accounting.
Phillipa is one of our delightful and hard working graduate accountants, having completed her degree she is to commence the Chartered Accounting Program in 2017.
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.
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.
Erin’s friendly and professional manner is warmly welcomed by clients. Erin has worked in the financial services industry for over 17 years and strives to ensure a high quality service is achieved to meet clients needs.
Kristie provides administrative support to the business services team and clients.
Wealth Management & SMSF Team
Financial advice is provided by Leenane Templeton Wealth Management Pty Ltd a Corporate Authorised Representative of Lonsdale Financial Group Limited AFSL 246934 ABN 76 006 637 225. SMSF advice is provided by Leenane Templeton’s, The Self Managed-Super Specialists Pty Ltd.
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.
Craig is an experienced SMSF Specialist and has been with the business since its inception in 2001. With a wealth of SMSF knowledge he works closely with the CEO and our clients.
Kristina has a wealth of experience helping clients across self-managed super funds. Her friendly and helpful nature is a winner with existing and new clients alike.
Russell is knowledgeable, technical and enjoys helping clients. He has experience across wealth management and financial planning having worked within the banking sector and finance firms.
Leigh has a strong background in Financial Planning, Paraplanning, Mortgage Broking, and Financial Planning Admin. She has the Advanced Diploma of Financial Planning and Cert IV in Financial & Mortgage Broking. Leigh gives exceptional support to the team and clients as she has been a financial planner and team leader in a previous firm.
Office Support Team
Jenny is highly organised and has previously worked as a Tax Consultant, BAS Agent, Bookkeeper and Assistant Accountant. She enjoys supporting the team and clients and has a helpful and friendly nature.
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.
Sarah’s friendly and helpful nature assists her to deal closely with our clients to ensure their needs are met.