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AB

Anthony Buckley

Financial Adviser

Forbes Fava Saville Financial Planning
Bundoora, VIC 3083

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About

Anthony Buckley is an ASIC-registered financial adviser based in Bundoora, VIC, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Bachelor of Business from Swinburne University and extensive industry qualifications including being a Certified Practising Accountant (CPA), a Financial Planning Specialist (CPA), and SMSF Specialist accreditation, Anthony brings a wealth of knowledge and experience to every client relationship. Anthony is an active member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This enables him to create holistic financial solutions tailored to each client's unique circumstances. Anthony's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice including securities and government debt securities • Advice on Investment Life Insurance and Life Risk Insurance Whether you're planning for retirement, seeking to grow your wealth, or require guidance on self-managed super funds, Anthony can provide the expert advice you need. Contact Anthony today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Wealth accumulation Insurance solutions Investment advice SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000509011

Verify on ASIC Register

Authorised Representative Number

000230627

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Anthony Buckley offer?

Anthony Buckley specialises in superannuation advice, insurance, wealth management, retirement planning, and investment advice, including securities and government debt securities. He provides comprehensive financial solutions tailored to your specific needs.

What qualifications does Anthony Buckley have?

Anthony holds a Bachelor of Business (Major in Accounting & Minor in Business Law) from Swinburne University, is a Certified Practising Accountant (CPA), a Financial Planning Specialist (CPA), and holds accreditations in Margin Lending and Geared Investments, and SMSF Specialist advice.

What is Anthony Buckley's approach to financial planning?

Anthony takes a client-centred approach, focusing on understanding your individual financial goals and circumstances. He then develops a tailored strategy to help you achieve those goals, providing ongoing support and guidance along the way.

How can I book a consultation with Anthony Buckley?

You can contact Anthony directly via phone or email to schedule an initial consultation. This will allow you to discuss your financial needs and determine if his services are a good fit for you.

What professional associations is Anthony Buckley a member of?

Anthony is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), reflecting his commitment to professional excellence and ethical conduct.

Get in Touch

Contact Anthony directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.