TIMOTHY MARTIN BUCKLEY


Licensee: OZPLAN FINANCIAL SERVICES PTY LTD

TIMOTHY MARTIN BUCKLEY (Adviser# 000244688) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 10, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name TIMOTHY MARTIN BUCKLEY
Adviser Number 000244688
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000221235
OZPLAN FINANCIAL SERVICES PTY LTD
Licence ABN 35005391202
Adviser Start Date 2017-04-10
Appointing Representative Name OZPLAN FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000221235
Appointing Representative ABN 35005391202
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • TIMOTHY MARTIN BUCKLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
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

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000221235 OZPLAN FINANCIAL SERVICES PTY LTD 2017-04-10 - OZPLAN FINANCIAL SERVICES PTY LTD
000221557 MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2014-03-17 - 2017-04-10 DAVIDSONS FINANCIAL SERVICES PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2003-12-08 - 2014-03-14

Licensee Information

Licence Name OZPLAN FINANCIAL SERVICES PTY LTD
Licence Number 000221235
Licence ABN 35005391202

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VICKI JOY DOSSER Ozplan Financial Services Pty Ltd Current 2017-05-22
ROSS WILLIAM DEEATH Ozplan Financial Services Pty Ltd Current 2017-04-10
JESSICA ELYSE NANCE Ozplan Financial Services Pty Ltd Current 2017-04-10
ANDREW GEORGE DALRYMPLE Ozplan Financial Services Pty Ltd Current 2017-04-01
KATRINA JANE MAGYAR Ozplan Financial Services Pty Ltd Current 2017-04-01
ANNA - MAREE MCINTOSH Ozplan Financial Services Pty Ltd Current 2017-04-01
ANNA AGATI Ozplan Financial Services Pty Ltd Current 2017-04-01
STEFAN ANGELINI Ozplan Financial Services Pty Ltd Current 2017-03-29
BREE KRISTIE HANSLOW Ozplan Financial Services Pty Ltd Current 2017-01-20
ROBERT JAMES LAYFIELD Ozplan Financial Services Pty Ltd Current 2016-08-30

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.