Ian, Kira, Dee, Angela, Roxanne, Maddie and Andrew.
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: Office Manager, Roxanne Parr, who has had over 25 years of experience working in the financial services industry: Dee Goesch, senior paraplanner and financial adviser (with a Graduate Certificate in Financial Planning); Angela Read, receptionist & client services officer; Maddie Cowled, client services officer and junior paraplanner (with a Certificate III in Financial Services); Kira Denyer, client services officer and trainee paraplanner (currently on maternity leave); Georgie Gebhardt, client services officer and trainee paraplanner (completing a Bachelors of Accounting Majoring in Financial Planning); and Aidan Parr, external consultant and specialist in social and digital media (with a Certificate IV in Financial Services).
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 eight, including 3 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.
Principal Financial Planner
Andrew has attained Diploma in Financial Services (Financial Planning) and has worked in the financial services industry for nearly 40 years. He has been engaged in banking, accounting and advisory businesses, an authorised representative of Matrix Planning Solutions since 2010 and principal of A&B Financial Planning.
Andrew prides himself on the strength of relationships he builds with his clients and the peace of mind he and his team provides in a very complex financial world.
Outside of work Andrew is a member of the local Lions club and an avid follower of the St George Illawarra Dragons.
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.
Financial Planner
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.
Away from financial planning Ian enjoys an ever growing family along with over 20 years as a member of our local Lions Club.
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