Templestone

THE HOME

FOR ADVISORS

Welcome to Templestone, a trusted provider of financial services with an AFSL license. We focus on providing exceptional benefits to financial advisers and their clients by offering services that streamline business practices and boost efficiency. Our leadership team has over 100 years of combined experience in the industry, ensuring that we have the practical knowledge to run successful Dealer Groups even in challenging times. With Templestone, clients can be confident in receiving top-notch financial services and support.

WHAT WE DO

BEST

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

We value compliance and protect our advisers from regulatory changes. We make compliance easy and efficient for your business

EDUCATION AND TRAINING

Education is a journey that continues to the day you leave the Industry. We can help you reach your educational goals and complete your personal training plan on time 

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 

LET’S GET IN

TOUCH

Suite 8, 4 A Meridian Place
Bella Vista, NSW 2153
Australia

+61 410541142 or (02) 86071417
www.templestone.com.au
contact@templestone.com.au
or Rob McCann direct at robm@templestone.com.au

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 Messinesi Financial 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.