Daryl started working in the Financial Services industry in 2008 with Jurgen. Prior to joining the business, Daryl spent a number of years as the Manager of the Benalla and Wangaratta KFC stores.
Daryl enjoys helping clients navigate their way through difficult financial situations and getting the best outcome possible for them.
Outside of work, it's Golf, Golf and more Golf along with watching his beloved Tigers make light work of their opposition on a regular basis.
In addition, Daryl enjoys bushwalking adventures, socialising with friends and spending time with his young family.
William joined the team in October 2023 and is passionate about helping clients reach their financial goals.
While completing his financial planning studies, William began work in the industry during 2016 with family in Melbourne and has held multiple roles within the industry, from client service officer to marketing coordinator, to paraplanner.
Originally from Milawa, William relocated back to Wangaratta to raise his family of 2 young children with wife, Claire.
With interests including, fishing, boating and continuous learning, William values enjoying life with authenticity and critical thinking.
Lewis joined the team early in 2023 having previously spent 10 years in hospitality management, eager for a fresh start and new challenges.
Lewis brought his experience in people skills, I.T and tech support knowledge across to a new environment to manage the behind-the-scenes operation of the business.
Married with 4 children, most evenings and weekends are full of kids dance and Footy, with any extra spare time Lewis enjoys motorsport and American football.
Michelle joined the Templeton Advice Group team in February 2021 after spending 30 years in the local printing industry.
Michelle is relishing her new career path and enjoys meeting and assisting clients with their various requirements in her new role as a Client Services Officer.
Married to Scott, Michelle likes to keep physically active with yoga, cycling and has a keen interest in the arts.
Michelle also likes to escape into a good movie accompanied by a nice drop of red.
Debbie joined the team at Templeton Advice Group in 2019 as a Client Service Officer having previously been Self-Employed for 20 years working in administration and accounts.
Debbie holds a certificate Ill in Allied Health assistance and has also completed her Diploma in Hairdressing.
Debbie prides herself on her ability to communicate effectively with clients and work colleagues and is an incredibly valuable and reliable team member.
One of Debbie's key focuses is creating a positive work environment and she strives to achieve the best result she can in whatever she is doing.
Debbie's Interests include gardening, walking, keeping active, socializing with friends and her mantra is to live life to the fullest.
Mareeta joined the team in March 2020, with 16 years of experience in the finance industry.
After 4 years in paraplanning Mareeta has now transitioned to client service officer, bringer her wealth of knowledge to a more client focused role.
When Mareeta isn't nose down in plans and making sure the office place banter is at its optimum level, she enjoys spending time with her immediate and extended family and friends, whether it be camping, having a laugh, or catching up over delicious food.
This of course has to fit around her weekend sport of tennis, netball, and anything in between.
Shannon joined the team at the start of 2022 having previously spent 8 years working in the Accounting industry as an Accounting Administrator.
Shannon has worked in Business Administration for the last 20 years and enjoys working closely with clients and helping them, especially when dealing with Centrelink.
Shannon is married with 2 adult children and 6 beautiful grandchildren, whom she enjoys spending time with.
Most spare time is spent either gardening and enjoying the great outdoors, fishing, camping, and travelling in their caravan.
Qualifications: Diploma of Financial Planning
Previous work history: Have worked in the industry since leaving school in 1999 - I absolutely love paraplanning!
Interests outside of work: I'm a vocalist in a local band and I enjoy water skiing, camping and home renovations
Adv. Dip. Financial Services (Financial Planning) ASX Accredited Listed Product Program.
MSSF Accredited.
Daryl started working in the Financial Services industry in 2008 with Jurgen. Prior to joining the business, Daryl spent a num...
B.Com FinPlan.
MSSF Accredited.
William joined the team in October 2023 and is passionate about helping clients reach their financial goals...
Lewis joined the team early in 2023 having previously spent 10 years in hospitality management, eager for a fresh start and...
Michelle ioined the Templeton Advice Group team in February 2021 after spending 30 years in the local printing industry.
Debbie joined the team at Templeton Advice Group in 2019 as a Client Service Officer having previously been Self-Employed for...
Mareeta joined the team in March 2020, with 16 years of experience in the finance industry. After 4 years in paraplanning
Shannon joined the team at the start of 2022 having previously spent 8 years working in the Accounting industry as an Account…
Qualifications: Diploma of Financial PlanningPrevious work history: Have worked in the industry since leaving school in 1999….
