OUR TEAM
The team at Boyd McDowell Financial Planning have over 30 years combined experience in financial planning and will work with you to achieve the financial freedom.
At Boyd McDowell Financial Planning, we understand it can be incredibly hard to find a financial planner that understands your needs. Our goal as your financial planner is to be someone you can trust, someone who is there to protect and grow your assets, assist in improving the profitability of your business and plan for you to retire well. We aim to give you peace of mind with your finances.
Michael Boyd
Financial Adviser
Michael Boyd has 20 years’ experience in the finance industry, 15 of those as a Financial Planner with National Australia Bank. In April 2020 Michael, together with business partner Alan McDowell established their own Business “Boyd McDowell” to cater to the growing needs of customers in Warrnambool and the South West.
During his diverse career Michael has gained invaluable knowledge and experience in the areas of Taxation, Accounting, Finance, Business & Teaching and has attained the following qualifications: Bachelor of Commerce, Advance Diploma Financial Planning, Diploma & Graduate Certificate of Vocational Education and Training, Fellow Chartered Financial Practitioner. Michael has also attained his FASEA qualifications in 2019.
Michael’s strengths lie in his ability to form trusted and long-standing relationships that focus on the ‘Financial Wellbeing’ of his many clients. His ethical and effective business practices ensure the best outcomes for the client and establish him as a leader in his field.
Away from work Michael enjoys a game of golf and regular walks along the beach promenade. Michael and his wife Helen are kept busy enjoying time with their 4 children and 6 grandchildren.
Alan McDowell
Financial Adviser
Alan has worked in the financial services industry for over 20 years. He has a real passion for helping clients maintain a standard of living they are accustomed to and does this by removing the complexities that can confront them with financial planning. “There is no point in putting together a hugely complex portfolio with high fees attached if a client does not understand the basic fundamentals of the strategy” Alan specialises in assisting clients with any Centrelink queries and Aged Care issues.
Alan has been a long term Warrnambool resident with strong ties to the Athletics and Golf communities. He is a Life Member of the Warrnambool Athletics Club and was Captain of the Warrnambool Golf Club for several years and maintains a strong interest in both clubs.
Alan is married to Cathy and they have 3 adult daughters – Grace, Tess & Beth
Michael Keane
Financial Advisor
Michael has worked in the financial services industry since completing his degree in 2004 with Financial Planning roles since 2007. Michael enjoys assisting clients to meet their financial and lifestyle goals and keeping them on track throughout their journey. Michael continues to update his qualifications and looks forward to providing full comprehensive advice to clients lifestyle and financial goals. Michael feels well suited to help his clients achieve their financial and lifetime goals.
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Retirement Planning
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Superannuation/Self Managed Super Funds
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Aged Care
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Wealth Creation
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Centrelink/DVA
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Estate Planning
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Personal Insurance
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Budget and cashflow management
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Portfolio review
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Ongoing Advisory services
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Referrals to specialists (eg accountants, solicitors)
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Gearing
Education
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Diploma of Financial Services (Financial Planning)
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Associate Financial Planning Member with the Financial Planning Association of Australia
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Bachelor of Commerce (Finance, Accounting, Business Law)
When not at work Michael enjoys camping with his family, having a run or even a surf or hit of golf.
Emma Arthur
Financial Advisor
Emma has been working in the financial services industry for over a decade. She enjoys working closely with her
clients to develop comprehensive strategies that can assist them in achieving their financial goals and objectives
and forging long term relationships. Emma is an Accredited Aged Care Professional™ and has an intricate
knowledge and understanding of social security and aged care issues.
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Retirement Planning
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Referrals to specialists
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Portfolio review
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Superannuation/Self Managed Super Funds
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Aged Care
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Wealth Creation
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Centrelink/DVA
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Estate Planning
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Personal Insurance
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Budget and cashflow management
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Investments, including savings plans
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Ongoing advisory services
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Approved ASX listed investments within the ASX 200
Education
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Bachelor of Business (Accounting)
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Advanced Diploma of Financial Services (Financial Planning)
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Certified Financial Planner
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Member of Financial Planning Association Australia
Evelyn Auchettl
Client Services
Evelyn joined Boyd McDowell in February 2023.
Evelyn has a vast knowledge of the finance industry having worked in finance for the past 20 years.
Evelyn is a hard working team member and loves being part of a great team working towards getting the best possible results for clients.
When not at work Evelyn loves camping with her family , reading and cooking.
Gena Van Someren
Client Services
Gena joined the Boyd McDowell Financial Planning team in 2020 after she graduated from Deakin University with a Bachelor of Commerce, majoring in Financial Planning and Accounting. She enjoys learning from and providing assistance to Michael and Alan and being involved in the plan preparation and wealth management processes to help clients achieve their financial goals. Outside the office, Gena enjoys catching up with friends, op-shopping, doing jigsaw puzzles and watching reality TV shows.
Click here to download the Boyd McDowell Financial Services Guide.