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

                                                                                                                                                                                                                  

 
 

Our Experienced, professional advisory team and support staff

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

Carolyn Morrison (ASIC No. 1000788)

Carolyn Morrison (ASIC No. 1000788)

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

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

Tim Young (ASIC No. 322303)

Tim Young (ASIC No. 322303)

Financial Adviser | Cooma

Tim Young is an Adviser with Boyce Financial Services based in our Cooma office. Tim’s drive comes from building strong relationships and rapport with clients and providing strategy guidance to assist them in meeting their goals. He has extensive experience in retirement income planning, superannuation maximisation, investment advice and social security strategy advice.

  • Worked in financial services industry since 1985
  • Financial planning since 2006
  • Certified Financial Planning Designation
  • Bachelor of Commerce (Banking and Finance)
  • Advanced Diploma in Financial Planning

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

Graham Cotter (ASIC No. 409920)

Graham Cotter (ASIC No. 409920)

General Manager | Wagga Wagga

Graham Cotter is the General Manager of Boyce Financial Services and is based in our Wagga Wagga office. Graham has extensive financial services experience and is focused on ensuring that Boyce remains the number one choice for people in rural and regional areas to receive high quality advice. Graham is actively involved in his local and professional communities and is currently Chair of the Financial Planning Association’s Riverina Chapter and a member of the Financial Planning Association’s Policy & Regulations Committee.

  • Experience in Financial Planning since 2010
  • Certified Financial Planner®
  • Master of Applied Finance
  • Graduate Certificate in Finance
  • Advance Diploma of Financial Planning
  • Diploma of Financial Services (Financial Planning)

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

Jonah Allen | Financial Services Cadet - Wagga Wagga

Jonah Allen joined the BFS team in March 2021 and is based in our Wagga Wagga office. Jonah is currently studying to be a Financial Adviser and although his role is not primarily client facing you may receive correspondence from him from time to time.

Cathrine Reeves | Adviser Support - Wagga Wagga

Cathrine has been part of the BFS Team since its beginning in 2008 and is based in the Wagga office providing adviser and client support.

Elizabeth McFadden | Adviser & Para Planning Support - Goulburn

Liz McFadden joined the BFS team in August 2021 and is based in our Goulburn office. Liz has been working in the Financial Planning sector for a number of years and is supporting our Advisers with their administrative tasks. You may receive emails, correspondence and in some instances phone calls from her in fulfilling her role to assist and support you in your financial affairs.

Josh Martin | Adviser & Para Planning Support - Dubbo

Josh Martin joined the BFS team in September 2021 as a Paraplanner and Adviser Support and is based in our Dubbo office. With a Masters in Financial Planning and Bachelor of Economics, Josh has been working in Financial Services for over 20  years and has a broad experience in unit trust administration, client services and financial advice. His role is to support your Financial Adviser in the provision of advice and ancillary services to you.

Henrietta Ibitayo-Fawehinmi | Practice Manager - Goulburn

Hetty joined the BFS team in May 2022 and is based in our Goulburn office. Hetty has been working in the financial sector for a number of years and although her role is not primarily client facing, you may receive correspondence from her from time to time.

Renee Maloney | Paraplanner - Wagga Wagga

Renee Maloney joined the BFS team in April 2022 as a Paraplanner and works remotely to provide support to all our Financial Advisers. Renee currently holds a Master of Financial Planning, Graduate Diploma of Financial Planning and Bachelor of Commerce, and has worked in the Financial Planning industry for over 11 years. She has extensive experience with all manner of financial strategies and assists your Financial Adviser in the provision of advice.