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Boyce Financial Services Pty ltd

AFS License Number
522265
Name
Boyce Financial Services Pty ltd
ABN/ACN/ARBN
97131436881
Licensee issued
Sept. 30, 2020
Address
Cooma, 2630, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Andrew Scott Robertson2017Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Carolyn Morrison2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Elizabeth Timmins2008Bachelor of Business (Accountancy/Computing) with distinction - Charles Sturt University ~ Certified Practising Accountant - CPA ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ SMSF Specialist Advisor - SMSF Association
 Graham Cotter2011Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Charles Sturt University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Charles Sturt University
 Jonathan James Ross Forrest2010Bachelor of Business - University of Sydney ~ Chartered Accountant - Institute of Chartered Accountants ~ Diploma of Financial Services(Financial Planning) - Mentor Education
 Jonathan Michael Hart2016Accountants Self-Managed Superannuation Funds Accreditation - Kaplan ~ Bachelor of Commerce - Human Resource Management and Accountancy - University of Wollongong ~ Diploma of Financial Planning - Kaplan
 Julie Evelyn Anne Schofield2008Bachelor of Business (Accounting & Business Management) - Charles Sturt University ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Tribeca
 Lindsay John Garnock2002CFP Education Program - Financial Planning Association of Australia (Deakin Uni) ~ Diploma of Financial Advising - Securities Institute of Australia ~ Ethics & Professionalism in Financial Advice - Kaplan
 Phillip George Alchin2009Bachelor of Business - Charles Sturt University ~ Diploma in Financial Services (Financial Planning) - RG146 Training Australia
 Scott Peter Christian2016Accountants Self-Managed Superannuation Funds Accreditation - Kaplan ~ Bachelor of Commerce (Accounting) - University of Wollongong ~ Diploma of Financial Planning - Kaplan