ANTHONY PATRICK BUCKLEY

Financial Adviser ยท Bundoora, VIC

Registered

Registration Number

000230627

Registration Status

Registered

Location

Bundoora, VIC 3083

Providing Advice Since

2000

Registration Date

02/07/2003

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Business (Major in Accounting & Minor in Business Law) - - Swinburne University
2001 - Certified Practising Accountant - - CPA Australia (CPA)
2003 - Financial Planning Specialist - - CPA Australia (CPA)
2011 - Margin Lending and Geared Investments Certificate - - Kaplan Professional
2014 - Self Managed Superannuation Funds (SMSF) Specialist Training - - Capstone/Super IQ

๐Ÿข Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.