A&B Financial Planning
At A&B Financial Planning we understand that planning for your future and making financial decisions can be daunting. We set out to help you add clarity and to find the answers that you need. The making of these important decisions should be based on all the facts and only after considering all of the options available for your individual circumstances. Solutions with A&B Financial Planning are based on your best interest. You are in charge and we will act as your guide on your trip to satisfying your goals.
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 Roxanne Parr, who has had over 20 years of experience working in the financial services industry; Anthony Peters, who has completed his Diploma of Financial Services; Dee Goesch, who has had three years of experience in the financial services industry and has attained Certifiicate IV in Financial Services; and Renae Sinclair with 12 years experience in the financial services industry, 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 six, 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.
Address: P.O. Box 512, 246 Hoskins Street, Temora, NSW 2666, Australia
Phone: +61 2 6980 9000
FAX: +61 2 6980 9007
