Financial Adviser · MITCHAM, VIC

Deepak Bansal

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001008418

Currently at

Bundall, QLD

View firm profile

Deepak Bansal is a financial adviser based in Mitcham, Victoria, with 18 years of experience in the financial services industry since 2008. Deepak is currently authorised under Alliance Wealth, operating through Committed Financial Planning. Deepak holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Deepak's qualifications include a Bachelor of Commence (Finance and Financial Planning) from Deakin University. Deepak is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Business (International Trade)

TAFE Institute

2006

B.com Major Finance and Financial Planning

Deakin University

2006

Bachelor of Commence (Finance and Financial Planning)

Deakin University

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Oct 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds

FINCHOICE PTY LTD

May 2015 - Oct 2021 Ceased

Self-Managed Superannuation Funds

Source: ASIC Financial Advisers Register