Timothy Buckley
Financial Adviser
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About
Timothy Buckley is an ASIC-registered financial adviser dedicated to helping individuals and families in NEWTON, VIC, achieve their financial goals. With a Bachelor of Business (Banking and Finance) from the University of Southern Queensland (1991) and a Diploma of Financial Planning from the Financial Planning Association of Australia (2003), Timothy brings a wealth of knowledge and experience to his clients. He further enhanced his expertise with certifications in Self Managed Superannuation Funds (Tribeca Learning, 2004) and as a Fellow, Chartered Financial Practitioner (Association of Financial Advisers, 2016). As a member of the Financial Advice Association of Australia (FAAA), Timothy adheres to the highest ethical and professional standards. Timothy is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. This allows him to create tailored strategies that meet each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need to protect your family's future, Timothy can provide the expert guidance you need. Contact Timothy today to schedule a consultation and take the first step towards a more secure financial future.
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Frequently Asked Questions
What types of financial advice does Timothy Buckley offer?
Timothy Buckley specialises in superannuation advice, retirement planning, wealth management, insurance, and investment advice. He can help you with everything from setting up a superannuation fund to creating a comprehensive retirement plan.
What are Timothy Buckley's qualifications?
Timothy holds a Bachelor of Business (Banking and Finance), a Diploma of Financial Planning, and certifications in Self Managed Superannuation Funds. He is also a Fellow, Chartered Financial Practitioner and a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with Timothy Buckley?
The process typically starts with an initial consultation to understand your financial goals and current situation. Timothy will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing monitoring and support.
How can Timothy Buckley help me with my superannuation?
Timothy can provide expert advice on all aspects of superannuation, including contribution strategies, investment options, and retirement planning. He can also help you set up and manage a Self Managed Superannuation Fund (SMSF).
What should I expect during my first meeting with Timothy Buckley?
During your first meeting, Timothy will ask you about your financial goals, current financial situation, and risk tolerance. This information will help him understand your needs and develop a personalised financial plan.
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