Julie Schofield - Principal Advisor - Boyce Agri Services

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Julie Schofield

KNOWLEDGE

Julie joined Boyce in 1998 as a Cadet when she was just 18 years old and completed a degree in Business (Accounting and Business Management) through Charles Sturt University, via distance education.
 
Julie grew up on the family farm near Boorowa and has always had a keen interest in rural affairs. She sits on the board of the Agricultural Societies Council of NSW which is the body that governs the country shows in NSW. 

As a cadet, Julie spent time in the audit and small business divisions in Cooma before joining one of the accounting teams. This enabled her to receive a thorough grounding in all aspects of public accounting. Julie then undertook post-graduate study to qualify in 2003 as a Chartered Accountant. 

In 2004, Julie transferred to the Boyce Superannuation Division and within in a year was managing the division and implementing changes to increase the efficiency of the operation. 

INSIGHT
 
In January 2009 Julie was appointed as a Principal Advisor of the firm. She and her team are responsible for the accounting and regulatory compliance of more than 400 self-managed superannuation funds. 

EXPERIENCE

Julie spent three years assisting to produce the firm’s Grazing Comparative Analysis report and has also been involved in training clients in the use of Phoenix accounting software. 

More recently, Julie has completed further study to become authorised to provide strategic superannuation advice to clients. She is passionate about providing the highest level of service to clients and excited to be able to make a difference to their lives through superannuation planning.