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The Team

The A&B Financial Planning team are committed to our strong customer service record and are able to deliver a broad service offering.

The team consists of: Advisers Ian Reid, Dee Goesch. And Adam Phillips commencing his Professional Year to become an Adviser. Office administration, client services and paraplanning team Kira Denyer, Toni McCormack, Samii Cowan and Paige Fuller. Also, Aidan Parr our external consultant and specialist in social and digital media.

We are a rural Financial Planning practice that supports the local community with a strong focus on family and small business. Our mission is to help our clients build long term financial success by delivering exceptional client service and quality financial advice. With a staff of seven, including 2 authorised financial planners, our size allows us to be completely client focused.

We believe that personal service and knowledge of your financial goals is essential to achieving the best outcome for you.


Ian Reid

Financial Planner (Principal)

Ian has spent 35 years in business management both in the farm machinery and automotive industries covering sales, finance and insurance for his clients.

Ian joined the accounting and financial advisory industry in 2006 and has since attained a Diploma in Financial Services (Financial Planning) and now dedicates his efforts in assisting clients get the right balance of personal insurance, superannuation and investment for their personal needs. Ian became to the practice Principal from September 2021.

Away from financial planning Ian enjoys an ever growing family along with over 25 years as a member of our local Lions Club.

 

 

   

 


Samii Cowan

Client Services Officer / Paraplanner

Samii is the newest member of our team. Residing in Ariah Park with her husband and three children, she has a passion for customer service and has excellent organisation skills. She is a bubbly addition to our office and is looking forward to assisting our clients in the future.

 


Dee Goesch

Financial Planner - GradCertFP SA Fin

Dee became a partner of A&B Financial Planning in July 2020. Starting in the financial services industry in retail banking in 2009; she then joined our A&B Financial Planning team in 2012. She became an Authorised Representative of Matrix Planning Solutions in December 2018 and has attained a Graduate Certificate in Financial Planning.

Dee is passionate about helping people to achieve their financial goals and improving financial literacy of children. Her ability to communicate with our clients to get a clear understanding of their goals has always been her strength.

Dee and her family live on their farm at Trungley Hall. Away from the office Dee enjoys gardening, art, fishing, caravanning and spending time with her family.


 


Paige Fuller

Client Services Officer

 

 

 

 

 


 


Kira Denyer

Paraplanner

Kira has been with our team for a couple of years now. Currently on maternity leave, Kira left earlier this year to start her family, and she is relishing having this time with her daughter! Kira is a paraplanner, but on her return to work in 2022, she will join Roxanne in an office management / HR role. We have missed having Kira’s cheerful personality in the office and are looking forward to her returning.


Toni McCormack

Reception

 


Adam Phillips

Paraplanner

Adam is relatively new to our team; he grew up in Townsville but recently relocated with his wife Nicole, who grew up here, and their young son. Adam has two years of experience in the Financial Planning industry and has completed a Financial Planning Degree. He wants to take the next steps soon to become an Adviser in the future. Adam loves his golf, seriously keen. And is a mad Brisbane Broncos and Queenslander fan.


About Us
 

The A&B Financial Planning team are committed to our strong customer service record and are able to deliver a broad service offering.

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A & B Financial Planning

  •    Address : 246 Hoskins St, Temora NSW 2666
     
  •   Phone : (02) 6980 9000
     
  •   Email : planning@abfp.com.au
     
  •   Fax : (02) 6980 9007