Pat McIntosh joined Templetons in 2002, after retiring from the Army as a Brigadier to pursue his long term interest in financial planning.  He has a wealth of experience in senior management, and has graduated with an MBA, a Diploma of Financial Planning, and is a Certified Financial Planner.  Pat’s honours include Member of the Order of Australia (AM), and whilst serving in the Australian Defence Force was awarded the Conspicuous Service Cross (CSC).

pat@templetons.com.au

Martin Newnes  DipFP, B.Ec  
Adviser – Authorised Representative

Martin entered the financial services industry in 1996 as an adviser with Suncorp’s Life & Superannuation network. In 1999, Martin left Suncorp to start his own financial advisory business, working alongside a well known chartered accounting firm in Brisbane. A few years later, Martin merged his business with dealer group Associated Planners.  Martin then joined Templetons as a financial planner in 2005.  Martin has considerable industry experience in providing advice across the full spectrum of financial planning issues.  He specializes in providing tailored financial strategies for wealth accumulators, individuals transitioning into retirement, Self-Managed Superannuation Funds and debt management.

martin@templetons.com.au

Tim Hall M.Com FP, GradCertFin, BA, AMC
Adviser – Authorised Representative

Accredited Mortgage Consultant

Tim Hall joined Templetons in 2006 after spending over a decade in compliance and advisory roles (domestically and abroad) for the Commonwealth Government.  His primary focus during this time was the financial services industry and he knows only too well the consequences of receiving bad or inappropriate financial planning advice.  Tim draws upon this experience, passion and comprehensive post graduate qualifications in Commerce and Finance to provide the highest possible service standards and advice to his clients at Templetons.   Tim is also an accredited mortgage consultant and full member of the MFAA.

tim@templetons.com.au

Luke Andersen  GradDipFP, B.Bus, AMC
Adviser – Authorised Representative

Accredited Mortgage Consultant

Luke Andersen joined Templetons after spending a number of years in the real estate development industry. Throughout this time Luke managed several multi-million dollar projects, as well as co-authoring an internationally acclaimed book on real estate development. Drawing on this expertise and knowledge gained from his postgraduate studies, Luke now operates as an Authorised financial adviser.  Luke is also an accredited mortgage consultant and full member of the MFAA.

luke@templetons.com.au

Mac Addis joined Templetons in 2008 after working in the financial services industry since March 2004. Prior to joining the financial planning industry Mac held various accounting positions in the electricity industry where he was employed for 23 years mostly as a senior project accountant. Mac is a Certified Practising Accountant and holds a Diploma of Financial Services (Financial Planning) as well as a Bachelor of Business Accountancy. He is a member of the Financial Planning Association of Australia (FPA). With these qualifications, Mac is suitably qualified to help clients to achieve their financial goals.

mac@templetons.com.au

Joy Aing  DIP FS (FP)
Client Services Administrator

Joy Aing brings with her over 8 years experience and a vast amount of knowledge in the banking and finance industry. Her exceptional customer service and attention to detail enables her to perform high level investment research and document accurate strategy information on behalf of the financial planners. Joy is Six-Sigma certified, and holds a diploma in Financial Services (Financial Planning).

joy@templetons.com.au  

Aaron Power
Client Services Administrator

Aaron Power joined Templetons in 2008 after 12 years in the Royal Australian Air Force in both Avionics and Recruitment roles. Aaron has completed his Diploma of Financial Services in Financial Planning and is currently undertaking his Advanced Diploma studies with a long term view to becoming a Financial Planner. Aaron has lived in numerous places throughout Australia during his time in the Air Force but has found a home in Brisbane and is a Queenslander through and through. Attention to detail, a solid work ethic and the desire to further his career in the Financial Planning Industry see Aaron tackle his role as a Client Services Administrator with enthusiasm and high standards of professionalism.

aaron@templetons.com.au  

Sharon Williams
Loans Administrator

With ten years in the finance and banking industry Sharon brings with her a wealth of mortgage experience and exceptional customer service skills. As a loan specialist with a Certificate IV in Financial services and an Accredited Mortgage Consultant Sharon will assist our financial advisers in placing our customers in the best loan to suit their individual needs.

sharon@templetons.com.au