Decades of Awards

Highly Experienced Team

Winner of Australian SMSF Best Practice Awards

Leenane Templeton’s’ Andrew Frith has won a variety of awards over the years including winning the ‘Australian SMSF Best Practice Award’. This prestigious self-managed super fund award was attended by over 900 professionals at the 10th anniversary of the SMSF National Conference gala dinner in Melbourne.

The SMSF Sector is the largest superannuation sector by number of funds and asset size in Australia. There are currently over 600,000 SMSFs, with over 1.123 million members and collectively hold $868.7 billion (26%) of the $3.3 trillion in super assets under management, according to the ATO’s statistics.

Andrew Frith, CEO of Leenane Templeton The Self-Managed Super Specialists was delighted to be the national winner of this award, saying: “SPAA’s focus is to raise the standard of advice provided by professionals within the SMSF industry, I am absolutely delighted that our professionalism and high standards have been recognised within the industry. The award demonstrates our continued commitment to our SMSF clients and our teams level of strategic expertise within self-managed super funds”.

The Newcastle based Leenane Templeton firm has three specialist teams focused on business accounting & advice, wealth management and a national self managed super fund advisory service. Their SMSF team includes SMSF Specialist Advisors and auditors that have been through the SPAA accreditation programmes.

Andrew, a Chartered Accountant and specialist in self-managed superannuation was also recently awarded runner up in the Financial Planning Association Best Practice Award in 2012. He has also been recognised in the past as one of the top 10 financial planners in Australia awarded by AFR Smart Investor.

Leenane Templeton SMSF Head Offices are located in Newcastle, with offices also in Sydney & Brisbane.

 

CEO Andrew Frith has also been awarded as one of Australia’s top 50 Financial Planners.  

top financial planner

Andrew Frith wins Newcastle Financial Planner Best Practice Awards

Some of the most prestigious previous awards include The Financial Planning Association (FPA) Newcastle winner for the FPA’s AFP® Best Practice Award.

The Best Practice Awards, replacing the previous Value of Advice Awards, recognise the superior outcomes for clients when professional financial planning expertise is provided in line with the FPA Code of Professional Practice and Code of Ethics. Entrants are also judged on areas such as practice management, business model, professional development, client testimonials and work with the local community.

FPA CEO, Mark Rantall congratulated Mr Frith on his outstanding entry, which demonstrated high standards of professionalism and commitment to providing valuable advice and service to clients.

“Andrew’s entry perfectly showcases how sound financial advice from a qualified financial planner can do more than just provide financial security, it can provide peace of mind and help all Australians in achieving their goals and aspirations throughout all stages of life,” said Mr Rantall.

This year marks the first time submissions for the Best Practice Awards will be awarded at local Chapter level.  According to Mr Rantall the FPA wanted to recognise the achievements of their members at the grass-roots local level.

“FPA members across Australia are going beyond the call of duty to ensure they are providing their clients with the best possible advice and assistance they can in order to achieve their financial goals. The Chapter Best Practice Awards have allowed us to share just some of these examples with Australians and award these qualified and trusted financial planners.”

Upon receiving the award, Mr Frith from Newcastle said: “I am absolutely delighted to be awarded with an FPA Professional Best Practice Award. I am dedicated to the code of ethics and code of professional practice that all FPA members sign up to. I always put my clients first and continue to exemplify to Australians the importance of financial advice and how it can benefit each person.”

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