Deepak Bansal

Committed Financial Planning

Platinum
14 Yrs Experience
Ringwood, VIC 3134
I have always enjoyed helping others, working with numbers and understanding the impacts of government legislation. Financial planning encompasses all of these areas, making it the perfect job for me. I am committed to providing my clients with holistic financial advice that works to help them achieve their financial and lifestyle goals. I aim to use easy to understand language to ensure my clients have a deeper understanding of the advice process and their personalised strategy. It’s very rewarding to see the results of a recommended strategy having an impact on a client’s situation, putting them in a better position than they were previously. I have worked with all types of clients, ranging from high net worth, to young and growing families, first home buyers, those getting ready to retire, and retirees.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 42
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Committed Financial Planning

Level 1, 164 Maroondah Hwy
Ringwood, VIC 3134

Opening hours

  • 9:00am – 5:00pm Thursday – Friday
  • 9:00am – 7:00pm Monday
  • 9:00pm – 7:00pm Tuesday – Wednesday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.95
42 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 42

Sort by

5.00

"Deepak was wonderful. Went through all our options and found us a great insurance plan that works with our families budget. Deepak was very friendly and happy to answer all our questions. Would recommend him highly ."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deepak has given me advice on budgeting and insurance. He always explains concepts in a clear way and it is clear that he has our long-term financial interests in mind. I would highly recommend Deepak to new clients."

  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deepak was able to explain complicated issues in layman's terms and was very helpful with all our questions. He is very knowledgeable and went through many different options depending on our specific needs. Thank you"

  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deepak gave me advice on insurance and protection. He clearly explained all options and wasn’t pushy, just gave me options and let me decide. I feel secure that thanks to Deepak, in a worst case scenario situation, my family will be looked after."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deepak has given me set up my personal insurances. He explained everything clearly. Through his knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deepak is a very approachable and friendly man. I would recommend him to anyone requiring any financial advice. The overall dealing was professional and done in a timely manner."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deepak helped me with my super by reviewing my sitaution and recommending the best superfund for my needs. He then assisted me to move my various super money into the one fund. Deepak was great in explaining everything and answering all my questions. I am really happy with the outcome."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deepak helped me in restructuring my insurance and super setup to suit my current lifestyle and future plans. He explained all the pros and cons about my current policies that i held for 10 years with little change. He spent the time to understand what works for me."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Deepak has been professional and transparent, making me feel confident about the strategies and advice given. Deepak has given me advice in areas including self managed super funds and wealth creation. Deepak was usually able to explain things to me in a clear way. Through Deepak's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Deepak's full care and attention when I needed it. I will be referring my family and friends to Deepak as I fully trust him to take care of them'"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 42

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2006

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2006

Diploma of Business (International Trade)

Level
5 - Diploma
Institution
TAFE Higher Education NSW
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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