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Are you saddled by compliance?
Do you feel lost in compliance?
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 leading AFSL businesses as the CEO.
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 factorCompliance
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 clientsBusiness 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.