All business services and accounting advice is provided by Leenane Templeton Pty Ltd
Team Member Details
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.
Matthew a Beckett
Matthew is a Certified Practicing Accountant with many years of experience. He has a caring and proactive approach to helping our business and wealth management clients.
Sarah’s friendly and helpful nature assists her to deal closely with our clients to ensure their needs are met.
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.
Hannah has over 19 years of experience in customer service, including 11 years in the financial services industry. Hannah offers exceptional support to our clients and team.
Kristie provides administrative support to the business services team and clients.
Jolanta is the friendly face that welcomes our clients and helps support our team and executive team.
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.
Kerry has decades of experience in the industry and is a strong team member for ensuring clients receive quality financial advice.
Rebecca’s friendly and efficient work ethic ensures a strong relationship and high quality professional service for our clients.
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.