LAURA JANE BUCKLEY


Licensee: MOMENTUM PLANNING PTY LTD

LAURA JANE BUCKLEY (Adviser# 001008655) 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 July 11, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name LAURA JANE BUCKLEY
Adviser Number 001008655
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000322220
MOMENTUM PLANNING PTY LTD
Licence ABN 80106837558
Licence Controlled By MOMENTUM PLANNING PTY LTD
Adviser Start Date 2014-07-11
Appointing Representative Name MOMENTUM PLANNING PTY LTD
Appointing Representative Number 000322220
Appointing Representative ABN 80106837558

Authorisations to provide financial product advice

  • LAURA JANE 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
Bachelor of Commerce University of Western Australia
Diploma of Financial Planning Kaplan
Securities, Managed Investments and Margin Lending Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000322220 MOMENTUM PLANNING PTY LTD
Licence controlled by: MOMENTUM PLANNING PTY LTD
2014-07-11 - MOMENTUM PLANNING PTY LTD

Licensee Information

Licence Name MOMENTUM PLANNING PTY LTD
Licence Number 000322220
Licence ABN 80106837558

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BEVERLY EMSLIE HARVEY Momentum Planning Pty Ltd Current 2010-08-10
AMANDA LEIGH JAROSZ Momentum Planning Pty Ltd Current 2009-02-01
PHILIPPA ELLIOTT Momentum Planning Pty Ltd Current 2008-05-13

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BEVERLY EMSLIE HARVEY Momentum Planning Pty Ltd Current 2010-08-10
AMANDA LEIGH JAROSZ Momentum Planning Pty Ltd Current 2009-02-01
PHILIPPA ELLIOTT Momentum Planning Pty Ltd Current 2008-05-13

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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.