The home for advisers

Finally, a Dealer Group that understands you, and is genuinely focused on helping you define and achieve your goals.

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“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

OUR

SERVICES

We aim at providing
the best business solutions
aimed at growing your
advice practice

TECHNOLOGY

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

COMPLIANCE

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

MARKETING/SOCIAL MEDIA

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
target audience.

KNOWLEDGE, EXPERIENCE AND FRESH IDEAS.

Why Us

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

OUR FANTASTIC

TEAM

ROB MCCANN

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
successful business.

SHIVI MALIK

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

CHANDAR VARADHAN

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.

What our clients say

Morgan JonesFinancial Adviser and Director
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Being with Templestone has been a breath of fresh air. It has been joy to be with a group that is focused on compliance without having a “got ya” mentality. Chander and Sivi are friendly and professional, Rob McCann has many years of valuable experience yet remains energetic about building the practices that make up this group. Templestone feels more like being part of a family than being a servant of the overlords I just left.
Todd ConklinFinancial Adviser and Director, Valo Wealth
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Having come from a large licensee in an employed capacity, I craved a new 'home' free of the bureaucracy I previously experienced, and where I effectively was just another number. The owners, Shivi and Chandar are some of the most genuine, generous people I have come across. Rob, the CEO is knowledgeable and supportive without being suffocating. I have been able to speak to them personally, whenever needed and they have demonstrated a commitment to my success. They are committed to compliance, but don't beat me over the head with it, which is always appreciated! Thank you
Michael Messinesi
Michael MessinesiFinancial Adviser and Mortgage Broker, Clearpath Financial Advisers
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Templestone is an excellent financial planning dealer group. Rob, Chandar and Shivi’s experience shows through their commitment to compliance, professional development, and collaboration. The APL is wide. Competitive rate cards have been negotiated. Most importantly, they have created a dealer group that is not just a business but a home.