Andrew Parr

Financial Planner (Transitional Retiree)

Andrew is the firms founder, commencing provision of advive in 2000. He has a Diploma in Financial Services (Financial Planning) and has worked in the financial services industry for over 40 years. He has been engaged in banking, accounting and advisory businesses, an authorised representative of Matrix Planning Solutions since 2010 and was the practice Principal until the end of September 2021.

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.

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.

 

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.

Ang Read

Reception / Administration Clerk

Ang has been working with us for just over six years. Ang has a friendly nature, making her the perfect first point of contact for our business. Ang also takes care of many administrative duties for the company, not solely reception. Ang enjoys caravanning, fossicking and spending time with her family; she is a proud mum of two teenagers and married to Mike Read.
 

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.

Georgie Gebhardt

Paraplanner

Georgie is part of our paraplanning team. She is currently studying towards a Bachelor of Business with a Major in Financial Planning through Central Queensland University online. She one day hopes to join our team of Advisers. Georgie has a rural background, with a farm at Trungley Hall, but recently moved into a new home with her husband and two young children.