Financial Advice

Do You Need Financial Advice with your SMSF?

Leenane Templeton The Self Managed Super Specialists Pty Ltd have financial planners and financial advisors available to help with your current self managed super fund and your financial situation.  Any financial advice is managed through our sister company Leenane Templeton Wealth Management Pty Ltd*.  Our financial advisors have over 40 years of investment and finance experience.

Andrew Frith is our lead financial advisor and has personally won many awards as an investment specialist, including being in the Top 50 investment advisors honour role in Australia as awarded by Smart Investor (by examination) in 2006, 2007, 2008 and 2012.  He was also awarded the Financial Planning Association's 2011 Best Practice Award.

Andrew is recognised as an expert financial advisor and has been a regular financial management media commentator on radio and for professional journals.  Andrew is happy to speak with you for an initial complimentary conversation with regards to your self managed super fund or financial planning needs.

Whether you are young or retired our financial advisor will help with your financial plan.  You dont need to self managed super fund in order to speak with our financial advisor.

Get SMSF Financial Advice for Self Managed Super Funds

Our team would be delighted to help with SMSF financial advice for your self managed super funds and we invite you to contact our friendly team for a complimentary consultation.

Visit Leenane Templeton Wealth Management Pty Ltd to see our financial advisor services website.

*Leenane Templeton Wealth Management Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934. This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on any information on this website or attached documentation, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change. Lonsdale is part of the IOOF group.

 

For SMSF & Financial Advice You Can Trust