Timothy Martin Buckley
Financial Adviser in Newton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244688
- Location
- Newton VIC 3220
- Licensee
- Ozplan Financial Services Pty Ltd (AFSL 221235)
- Authorised since
- 10 April 2017
- First provided advice
- 2001
- Qualifications
- Bachelor of Business (Banking and Finance), University of Southern Queensland (1991); Diploma of Financial Planning, Financial Planning Association of Australia (2003); Self Managed Superannuation Funds, Tribeca Learning (2004); Fellow, Chartered Financial Practitioner, Association of Financial Advisers (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Martin Buckley
On the Financial Advisers Register kept by ASIC, Timothy Martin Buckley appears as a current financial adviser in Newton, Victoria, adviser number 000244688.
Timothy provides advice as an authorised representative of Ozplan Financial Services Pty Ltd, which holds Australian financial services licence 221235. The current authorisation started on 10 April 2017.
The register records 2001 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor of Business (Banking and Finance) (University of Southern Queensland, 1991), Diploma of Financial Planning (Financial Planning Association of Australia, 2003) and Self Managed Superannuation Funds (Tribeca Learning, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Timothy Martin Buckley a registered financial adviser?
Yes. Timothy Martin Buckley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244688.
Which licensee does Timothy Martin Buckley work under?
Ozplan Financial Services Pty Ltd, Australian financial services licence 221235.
What can Timothy Martin Buckley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.