Anthony Patrick Buckley – Financial Adviser
Adviser identifying number: 230627
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL PLANIT PTY LTD
Authorised Representative identifying number: 277345
Authorised Representative’s ABN: 38108693410
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business (Major in Accounting & Minor in Business Law) – Swinburne University
- Certified Practising Accountant – CPA Australia (CPA)
- Financial Planning Specialist – CPA Australia (CPA)
- Margin Lending and Geared Investments Certificate – Kaplan Professional
- Self Managed Superannuation Funds (SMSF) Specialist Training – Capstone/Super IQ
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
Anthony Patrick Buckley is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility