Deepak Bansal Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

• Finalist: IFA Goal Based Adviser of the Year 2021We believe that every Australian should have access to transparent financial advice they can trust. No matter what you earn, the Committed Financial Planning team will help build a secure financial future & get your money working harder for you. The Committed Financial Planning team have seen first-hand the difference good quality financial advice can make to the lives of everyday Aussies. We help our clients save money on insurance, grow their money through investment & super, and reach their goals through an effective financial plan. Whether you earn $50,000 or $500,000, it’s important to use every dollar to add to the quality of your life, now and in the future.Call myself and my team at Committed Financial Planning on 0488 988 399 to book a complimentary appointment with our award winning team.

Ringwood, Victoria, Australia

• Winner of National Adviser of the Year at Mortgage Choice 2019• Winner of VIC / TAS Adviser of the Year at Mortgage Choice 2018• Winner of VIC / TAS Adviser of the Year at Mortgage Choice 2017Previously known as Mortgage Choice Financial Planning, FinChoice was created to help Australians from all backgrounds access transparent financial advice. We are proudly part of the Mortgage Choice family, who have been helping people realise their financial dreams for over 30 years. Our customer-centric culture focuses on providing customers with choice. That is, the choice of providers and financial products that help make a financial plan truly...yours. Your life and goals are unique, and your financial plan should be too. Our team at FinChoice in Ringwood are passionate about financial planning, and believe it should be available for every Australian, no matter their situation or background. We provide expert, transparent advice to help you live a financially healthy life.We can help with:• Tailoring a simple & effective financial plan• Budgeting and saving• Managing your cashflow to get your debts paid off• Investing your money to get it working harder• Check you are covered with appropriate insurance• Superannuation & retirement planning• and much more!We have seen the difference good financial planning can make. That's why we offer a complimentary first appointment; so you can understand more about how we can help you. Call me directly on 0488 988 399 to book yours.

Melbourne, Victoria, Australia

After over a decade in banking, I was frustrated that approved product lists limited what I could offer customers and forced a one-size-fits-all approach. I wanted to offer solutions that would make a real difference to the lives of my clients. So I made the move to Mortgage Choice, who could provide a wide range of financial services, products and providers.In this role, I provided financial planning services to the referred customers of Mortgage Choice brokers across Victoria & Tasmania. I offered a full range of financial planning services to Mortgage Choice customers, managing relationships with referring brokers and other partners inside and outside the business.As an adviser working in partnership with Mortgage Choice brokers, I was able to provide a more holistic advice offering to customers and look at their full financial help, rather than just their home loan. Our aim was to help our customers make better choices with their money, for a better financial future.

Diamond Creek, Eltham And Templestowe

Responsibilities included:• Providing full financial advice to my clients & meeting sales targets • Client appointment management • Updating clients on their applications• Preparing files for compliance audits• Trading funds online & reconciling funds under management• Managing internal & external relationships with referral partners• Lodging applicationsAt ANZ, I have full license to advise clients on:• Retirement planning• Investments & gearing• Portfolio construction & re-balancing• Kids Education Funds• Risk - inside and outside superannuation• Self Managed Super Funds• Super switching, consolidation & contributions• Debt repayment strategies• Centrelink Advice• UK Pension Advice

Responsibilities included:• Providing full financial advice to my clients & meeting sales targets • Client appointment management • Updating clients on their applications• Preparing files for compliance audits• Trading funds online & reconciling funds under management• Managing internal & external relationships with referral partners• Lodging applicationsAt BW Advisers, I have full license to advise clients on:• Retirement planning• Investments & gearing• Portfolio construction & re-balancing• Kids Education Funds• Risk - inside and outside superannuation• Self Managed Super Funds• Super switching, consolidation & contributions• Debt repayment strategies• Centrelink Advice• UK Pension Advice

Responsibilities included:• Writing Statement of Advice using COIN• Entering client data into COIN• Preparation of financial documentation• Preparing and comparing different financial modelling for clients• Contacting planners to discuss strategy and obtain any missing information• Providing quotes for the SoA preparation and billing planners accordingly• Transition to retirement• Defined benefit scheme• Risk• Self Managed Super Funds• Portfolio re-balancing

Responsibilities included:• Writing plans using COIN CRM Software• Managing appointments with clients• Updating clients on application progress• Preparing files for internal and external audits• Trading funds online & reconciling funds under management• Providing insurance quotes to clients• Gathering information on new & existing funds for clients• Managing internal relationship builder for my assigned financial planners• Lodging applications for clients such as: super switch, insurance, setting up SMSF and BT wrap.

This role was a great learning experience for me and gave me a chance to consolidate my studies and obtain practical experience in the market place while working in various sector of financial planning. This time was also spent in further personal and professional development to ensure that I was in the best possible position to service my clients in the future.

Responsibilities included:• Customer service• Account services • Cash handling• Coin Custodian• ATM management & reconciling ATM

Bachelor Of Commerce, Finance And Financial Planning

Winner of the University Student of the Year Award 2006 | Financial Planning Association of Australia

Graddip Fp, Financial Planning And Services

Diploma, International Trade