Financial Adviser · BUNDOORA, VIC

Anthony Patrick Buckley

BUNDOORA, VIC

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000230627

Currently at

Forba

Grovedale, VIC (firm address)

View firm profile

Anthony Patrick Buckley is a financial adviser based in Bundoora, Victoria, with 26 years of experience in the financial services industry since 2000. Anthony is currently authorised under Forbes AFSL. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Bachelor of Business (Major in Accounting & Minor in Business Law) from Swinburne University. Anthony is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and 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

Registration History

Forbes AFSL Pty Ltd

Jul 2025 - Present Current

Capstone Financial Planning Pty Ltd

Jul 2003 - Jul 2025 Ceased

Source: ASIC Financial Advisers Register