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Hello & welcome To
TEMPLETON FINANCIAL SERVICES
The Home For Advisors
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Are you saddled by compliance?

Take Proper Strategy

Do you feel lost in compliance?

Grow Business Bigger

Concerned about escalating license costs?

About Us

Who Are we?

Templeton is an AFSL holder that aims at providing a true value to the advisors and their clients. It provides an integration of various services aimed at bringing about efficiencies and solidarity of business practices.

Our Story

Templeton (Aust) Financial Services Pty Ltd, was founded by like-minded people, who commenced its operations in January 2021. Whilst the AFSL has only recently been established, our key Leadership Team has over 100 years of industry experience including extensive practical knowledge in successfully running Dealer Groups in these challenging times. In 2022 we welcomed an Industry Professional with over 25 years of experience in working with advisers and eading AFSL businesses as the CEO.

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Our Core Values

Trustworthiness | Competence | Honesty & Integrity | Fairness | Diligence
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Our Services

Technology

I don’t think anyone would argue that to survive as a Financial Planner or Risk Adviser, efficient use of technology has to be a deciding factor

Compliance

Our compliance culture is firm but practical. Simply put, our role is to “Run Block” for all Advisers Licensed with us, and make any regulatory change work for advisers so that it can be implemented into your business quickly and efficiently.

Marketing

Promoting yourself and your business is essential these days, whilst trust and goodwill win new clients

Business and Practice Management

To service our client, we need technical and sales skills but to run the business we need to have good management practices.

Education and Training

Education is a journey that continues to the day you leave the Industry. We are in a strong position to ensure to your individual Educational goals and personal Training Plan is implemented and attained within the timeframes required.
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Contact Us

Templeton (Aust) Financial Services Pty Ltd,
Suite 8, 4 A Meridian Place,
Bella Vista, NSW 2153

Phone: + 61 410 541 142 or (02) 8607 1417

Email: Rob McCann on : [email protected]
[email protected]

TFS