Our Team

Our qualified and experienced advisers along with our dedicated support team are here to assist you along your financial journey.

At Templetons Group, our dedicated team of financial services professionals brings decades of combined experience to the table. With a commitment to personalised service and a deep understanding of the financial landscape, we collaborate to offer tailored strategies that align with each client’s unique goals.

Our Team

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Eric Chong

Managing Director – Financial Adviser

BCom, GradDipFinPlan

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Steve Brooke

Senior Financial and Credit Adviser

GradDipFinPlan, FChFP

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Jason Davies

Client Services Manager


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Broderick Campbell

Client Services Consultant

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Giselle Del Rosario

Client Services Officer

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Our Business Partners

Supporting our team is a trusted group of specialists who bring expertise in legal, people and culture, executive operations and technology. Their contribution helps us continually improve our business, allowing our team to remain focused on what matters most—our clients.

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David Callaghan

Legal

Mullins Lawyers
Partner

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Melissa Langton

Human Resources

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Director

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Kohl Gianoli

CTO

Insource
Founder & Director

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Storm Dawson

Executive Assistant

Nova X Solutions
Founder

If you would like to discuss how one of the financial advisers at Finwell Financial Planning can assist you with your wealth creation goals, please book a chat.

Complimentary 15 Minute Chat

Please provide a few details so we can get to know what you would like to achieve when you speak to a Finwell Financial Planning Adviser.

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