Data sourced from ASIC Financial Advisers Register
Financial Adviser · IVANHOE, VIC

Joshua Luke Buckley

6 Years experience
Tax advice
authorised
Currently at
Count Financial Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001281560

Joshua Luke Buckley is a financial adviser based in Ivanhoe, Victoria, with 6 years of experience in the financial services industry. Joshua is currently authorised under Count Financial Limited. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education.

Authorised to Advise On

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

Restrictions: Not authorised to provide personal advice in Margin Lending Facility, Aged Care and List Portfolios > $300k.

Authorised to provide tax financial advice services

Qualifications and Training

2016
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology (RMIT)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPE016 Self-Managed Superannuation Funds
Kaplan Higher Education
2021
Master of Financial Planning
Kaplan Higher Education

Registration History

Count Financial Limited
Apr 2020 - Present Current
Not authorised to provide personal advice in Margin Lending Facility, Aged Care and List Portfolios > $300k.

Source: ASIC Financial Advisers Register