Deepak Bansal
Financial Adviser in Mitcham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008418
- Location
- Mitcham VIC 3132
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 28 October 2021
- First provided advice
- 2008
- Qualifications
- Diploma of Business (International Trade), TAFE Institute (2003); B.com Major Finance and Financial Planning, Deakin University (2006); Bachelor of Commence (Finance and Financial Planning), Deakin University (2006); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Deepak Bansal
Deepak Bansal is a financial adviser in Mitcham, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001008418.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 28 October 2021.
According to the register, Deepak first provided financial advice in 2008. The qualifications listed for Deepak include Diploma of Business (International Trade) (TAFE Institute, 2003), B.com Major Finance and Financial Planning (Deakin University, 2006) and Bachelor of Commence (Finance and Financial Planning) (Deakin University, 2006). Deepak is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds.”
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Questions people ask
Is Deepak Bansal a registered financial adviser?
Yes. Deepak Bansal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008418.
Which licensee does Deepak Bansal work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Deepak Bansal give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds."