Boyce Financial Services Pty Ltd as Trustee for
Boyce Financial Services Unit Trust (AFSL 522265).

                                                                                                                                                                                                                  

 
 

Our Experienced, professional advisory team

The head office of BFS is located in Wagga Wagga. The individual advisers appointed by BFS to provide financial advisory services are:

 

Lindsay Garnock  (ASIC No. 328855)

Lindsay Garnock (ASIC No. 328855)

Managing Director | Financial Adviser | Wagga Wagga

Lindsay Garnock is the Managing Director of Boyce Financial Services (BFS). From the BFS head office in Wagga Wagga, Lindsay oversees a team of advisers and para-planners operating across the state to ensure people in rural and regional areas have access to the highest quality investment advice from advisers they can really trust. 

  • Experience in the Financial Services industry since 2001
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Margin lending and geared investments

P: (02) 6925 9044 | F: (02) 6925 9055 | E: lgarnock@boycefs.com

Angus Stevenson (ASIC No. 1252175)

Angus Stevenson (ASIC No. 1252175)

Financial Adviser | Wagga Wagga

Angus Stevenson is a Financial Adviser with Boyce Financial Services based in our Wagga Wagga office. Angus is passionate about regional Australia and it has been his long held ambition to bring sophisticated financial advice to the farm gate. He takes great pride and responsibility in safeguarding his clients' assets. 

  • More than 4 years experience in Financial Planning
  • Bachelor of Commerce - Finance, Bachelor of Arts - International Relations and History
  • Diploma of Financial Planning
  • Self-Managed Superannuation Fund Accreditation
  • Certified Financial Planner

P: (02) 6925 9044 | F: (02) 6925 9055 | E: astevenson@boycefs.com

Carmen Caldwell (ASIC No. 1245803)

Carmen Caldwell (ASIC No. 1245803)

Director | Financial Adviser | Goulburn

Carmen Caldwell is a Director and Adviser with Boyce Financial Services based in the Goulburn office. Carmen enjoys being able to offer a holistic service to clients to help them to plan for the future and maximise their wealth.

  • Carmen has experience in Public Practice since 2001
  • Member of Institue of Chartered Accountants in Australia
  • Bachelor of Commerce (Accounting)
  • Accountants Self-Managed Superannuation Funds Accreditation

P: (02) 4821 1466 | F: (02) 4821 4364 | E: ccaldwell@boycefs.com

Carolyn Morrison (AR No 001000788)

Carolyn Morrison (AR No 001000788)

Financial Adviser | Goulburn

Carolyn Morrison is an Adviser with Boyce Financial Services based in the Goulburn office. Carolyn is passionate in ensuring clients have peace of mind about the strategies and investments being utilised to achieve their financial goals.

  • Experience in Financial Planning since 2008
  • Certified Financial Planner
  • Self Managed Superannuation Funds Accreditation
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Graduate Diploma in Applied Finance and Investment – Securities Institute of Australia
  • Bachelor of Arts – University of Canberra

P: (02) 4821 1466 | F: | E: cmorrison@boycefs.com

Phil Alchin (ASIC No. 336501)

Phil Alchin (ASIC No. 336501)

Director | Financial Adviser | Moree

Phil Alchin is a Director and Adviser with Boyce Financial Services based in Moree. Phil is passionate about ensuring that people in rural and regional areas have access to the highest quality investment and financial planning advice from advisers they can trust. 

  • Experience in Public Practice since 1998
  • Member of Institute of Chartered Accountants in Australia
  • Bachelor of Business (Accounting/ Finance)
  • Diploma of Financial Services (Financial Planning)
  • Graduate Diploma (ICAA)

P: (02) 6752 7799 | F: (02) 6752 7130 | E: palchin@boycefs.com

Jonathan Hart (ASIC No. 1251101)

Jonathan Hart (ASIC No. 1251101)

Director | Financial Adviser | Moree

Jonathan Hart is Director and Adviser with Boyce Financial Services based in the Moree office. Jono enjoys being able to offer a holistic service to clients to help them to plan for the future and maximise their wealth.

  • Diploma of Financial Planning
  • Bachelor of Commerce (Human Resource Management and Accountancy)
  • Member of Chartered Accountants Australia and New Zealand
  • Accountants Self-Managed Superannuation Funds Accreditation

P: (02) 6752 7799 | F: (02) 6752 7130 | E: jhart@boycefs.com

Julie Schofield (ASIC No. 323626)

Julie Schofield (ASIC No. 323626)

Director | Financial Adviser | Cooma

Julie Schofield is a Director and Adviser with Boyce Financial Services based in the Cooma office. Julie enjoys being able to offer a holistic servce to clients to help them to plan for the future and maximise their wealth. 

Julie has had experience in Public Practice since 1998.

  • Member Chartered Accountants Australia and New Zealand
  • Bachelor in Business (Accounting and Business Management)
  • Self-Managed Superannuation Funds Accreditation
  • Diploma of Financial Services (Financial Planning)

P: (02) 6452 3344 | F: (02) 6452 4060 | E: jschofield@boycefs.com

Jono Forrest (ASIC No. 334567)

Jono Forrest (ASIC No. 334567)

Director | Financial Adviser | Cooma

Jono Forrest is a Director and Adviser with Boyce Financial Services based in Cooma.  Jono enjoys combining his knowledge of accounting and taxation with his role as a financial planner to help clients plan for the future and maximise their wealth.

  • Experience in Public Practice since 1996
  • Member of Institute of Chartered Accountants in Australia
  • Member of Australian Institute of Management
  • Bachelor of Business (Agricultural Commerce)
  • Diploma of Financial Services (Financial Planning)

P: (02) 6452 3344 | F: (02) 6452 4060 | E: jforrest@boycefs.com

Elizabeth Timmins (ASIC No. 293280)

Elizabeth Timmins (ASIC No. 293280)

Superannuation Strategist | Financial Adviser | Cooma

Elizabeth Timmins is a Superannuation Strategist and Adviser with Boyce Financial Services based in our Cooma office. Elizabeth holds a Diploma of Financial Services (Financial Planning) and is a recognised SMSF Specialist Adviser through SPAA (the SMSF Professionals’ Association of Australia).

  • Experience in accounting, management and advice for self managed superannuation funds since 1997
  • Certified Practicing Accountant
  • Bachelor of Business (Accounting)
  • Diploma of Financial Services (Financial Planning)

P: (02) 6452 3344 | F: (02) 6452 4060 | E: etimmins@boycefs.com

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Janelle Byrne (ASIC No. 1245734)

Janelle Byrne (ASIC No. 1245734)

Senior Manager | Financial Adviser | Cooma

Janelle Bryne is the Senior Manager of the SMSF Division and adviser with Boyce Financial Services based in our Cooma office. Janelle holds a Diploma of Financial Services (Financial Planning) and is a recognised SMSF Specialist Adviser through SPAA (the SMSF Professionals’ Association of Australia).

  • Experience in Public Practice since 2002
  • Certified Practicing Accountant
  • Master of Accountancy
  • Self-Managed Superannuation Funds Accreditation
  • Diploma of Financial Services (Financial Planning)

P: (02) 6452 3344 | F: (02) 6452 4060 | E: jbryne@boycefs.com

Scott Christian (ASIC No. 1245702)

Scott Christian (ASIC No. 1245702)

Director | Financial Adviser | Dubbo

Scott Christian is Director and Adviser with Boyce Financial Services based in the Dubbo office. Scott is passionate about ensuring that people in rural and regional areas have access to the highest quality investment and financial planning advice from advisers they can trust.

  • Experience in Public Practice since 2013
  • Diploma of Financial Planning
  • Bachelor of Commerce (Accounting)
  • Member of Chartered Accountants Australia and New Zealand
  • Accountants Self-Managed Superannuation Funds Accreditation

P: (02) 6884 6499 | F: (02) 6882 6030 | E: schristian@boycefs.com

Andrew Robertson (ASIC No. 1258713)

Andrew Robertson (ASIC No. 1258713)

Financial Adviser | Dubbo

Andrew Robertson is an Adviser with Boyce Financial Services based in our Dubbo office. Andrew is passionate about ensuring that people in rural and regional areas have access to the highest quality investment and financial planning advice from advisers they can trust.

  • Experience in Financial Planning since 2015
  • Master of Applied Finance
  • Bachelor of Commerce
  • Diploma of Financial Planning
  • NSW Justice of the Peace

P: (02) 6884 6499 | F: (02) 6882 6030 | E: arobertson@boycefs.com