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 has been with us since 2021 and is our first fully remote team member. She works out of her office in Khancoban NSW, where she resides with her husband and three children. She loves all things art and baking cakes in her spare time.

Kira Denyer

Office Manager

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

Toni joined our team in June 2022 and will be greeting you all at reception. She is excited to embark on this new career path and is looking forward to getting to know everyone. Toni was born and raised in Ariah Park. She is married to Mark and the very proud mum of 4 children. In her rare spare time Toni enjoys reading; family and friends; Jigsaw Puzzles; Swimming and Summer as well as Good Food & Wine.

Dee Goesch

Financial Planner - GradDipFP SA Fin

Dee became a part of the A&B Financial Planning family in 2012 and became a partner in July 2020. She bagan her career in the financial services industry in retail banking in 2009. 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.

Ben Wells

Client Services Officer / Paraplanner

Ben joined A&B Financial Planning in 2022. Ben has 20 years of experience in business management, mainly in the club and hospitality industry. He grew up in Gundagai and moved to Temora with his family in 2017, going ‘back to his roots’, as his father is from the Temora region. Ben is excited to embrace the challenges of a career change and looks forward to assisting the advisers to help clients achieve their goals. Ben enjoys spending time with his family and also enjoys a bit of golf.

Adam Phillips

Provisional Financial Adviser

Adam started with us in 2021; he grew up in Townsville but relocated with his wife Nicole, who grew up here, and their young son. Adam started in the Financial Planning industry in 2019 and has completed a Financial Planning Degree. He is currently doing his Professional Year to become an Adviser and is looking forward to working with clients to achieve their financial goals. Adam loves his golf, seriously keen. And is a mad Brisbane Broncos and Queenslander fan.