Andrew Frith

Leenane Templeton Wealth Management Pty Ltd

Gold
19 Yrs Experience
Newcastle, NSW 2300

Andrew Frith is the CEO of Leenane Templeton Wealth Management Pty Ltd, The Self-Managed Super Specialists, and founding director of Leenane Templeton Chartered Accountants & Business Advisors. Andrew was educated at the University of Newcastle having achieved a Bachelor of Commerce and continued on to become a Chartered Accountant.

Andrew has been a Chartered Accountant for 15 years with 22 years of experience as a practising accountant. He is also, a Chartered Tax Adviser, a SMSF Specialist Advisor™, a Senior Associate of FINSIA, a Financial Planner AFP® and Affiliate Member of the Financial Planning Association. Andrew is highly awarded, achieving the National SMSF Best Practice Award presented by SPAA in 2013, the Financial Planning Association's 2013 Best Practice Award for NSW, and 2012 FPA Best Practice Award for state runner up.

Andrew has been named one of Australia’s top 50 financial planners in the Financial Review Smart Investor Masterclass for Financial Planners in 2006, 2007 2008 and 2012. Andrew is recognised as an expert advisor in self-managed superfunds, wealth management, business financial accounting and strategic business advice. He has been a regular financial management media commentator on radio and for professional journals and assists many organisations on a voluntary basis.

Andrew is married to Sarah and is a father of three. Andrew understands the practical importance of financial planning for your family and management of your personal wealth. Andrew enjoys regular meetings and contact with his clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Leenane Templeton Wealth Management Pty Ltd

484 Hunter St
Newcastle, NSW 2300

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lt Advice Pty Ltd

AFSL 523026