Timothy Martin Buckley – Financial Adviser
Adviser identifying number: 244688
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: OZPLAN FINANCIAL SERVICES PTY LTD
Licence number: 221235
Licensee’s ABN: 35005391202
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OZPLAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000221235
Authorised Representative’s ABN: 35005391202
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:
- Accredited Aged Care Professional (TM) – Aged Care Steps
- Bachelor of Business (Banking and Finance) – University of Southern Queensland
- Diploma of Financial Planning – Financial Planning Association of Australia
- Fellow, Chartered Financial Practitioner – Association of Financial Advisers
- Self Managed Superannuation Funds – Tribeca Learning
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
Timothy Martin 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility