The home for advisers
Finally, a Dealer Group that understands you, and is genuinely focused on helping you define and achieve your goals.
“Hello & welcome to Templestone...”
As the CEO, it is my pleasure to personally extend a warm welcome to you. We are thrilled that you’ve chosen to explore our services and be a part of our community…
Rob McCann, CEO
We aim at providing
the best business solutions
aimed at growing your
Efficient use of technology is undeniably a crucial factor for Financial Planners and Risk Advisers to thrive and succeed in their profession.
BUSINESS AND PRACTICE MANAGEMENT
Our goal is not to make an Adviser better than anyone else, but help them be better than they used to be
Our company values a strong compliance culture, protecting our licensed advisers from regulatory changes. We make compliance simple and hassle-free for your business operations
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 time frame required
Don’t miss out on potential referrals. When someone recommends your business, they’ll search for you online. Our expertise lies in crafting captivating and compliant social media and web solutions that leave a positive impression on your
KNOWLEDGE, EXPERIENCE AND FRESH IDEAS.
Privately owned, we provide unbiased advice and an extensive product list. Compliance is led by an experienced Director, prioritising clients and advisers. Personalised support, top-notch back-office assistance, and decades of industry experience drive your success. We optimise processes through efficient technology integration. Trust Templestone for exceptional advice and support
EXECUTIVE DIRECTOR AND CEO
Rob is a Financial Services professional with over 23
years leading Dealer Groups. He has held senior or
CEO positions in four different dealer groups,
giving him a unique perspective on the needs of
financial planners and the challenges of running a
CO-FOUNDER AND DIRECTOR
Meet Shivi, a seasoned professional in banking and
finance with over 15 years of experience. She
founded Brighter Minds South Pacific and
manages Provida Finance. Shivi is passionate
about education, community work, and inspiring
others to reach their full potential
CO-FOUNDER AND DIRECTOR
Meet Chandar, a compliance professional with over
20 years of experience in the financial planning
industry. He understands the balance between
compliance needs and commercial realities and
believes in managing risks.
TELL US WHEN TO GIVE YOU A CALL
The value of advice
The Advice Industry traces its roots back to the 1960s when major mutual companies like AMP, Colonial Mutual, and National Mutual recruited and supported “sales people” to provide Life Insurance and Investment advice. Over the past five decades, the industry has transformed into a regulated profession, operating under strict ASIC oversight. Today, our focus is on providing non-conflicted advice, charging fair fees for comprehensive services aimed at achieving client goals.
Templestone, as a fresh and dynamic Licensed Dealer Group, combines over 100 years of leadership experience. We are well-positioned to swiftly assist advisers in capitalising on emerging opportunities and growing their businesses.