DEEPAK KUMAR SACHDEV
Financial Adviser · Penrith, NSW
📚 Qualifications & Training
2000 - Bachelor of Commerce - Other - Panjab University
2003 - CHARTERED ACCOUNTANT - - INSTITUTE OF CHARTERED ACCOUNTANTS INDIA
2003 - Master of Commerce - Other - Himachel Pradesh University
2011 - CPA PROGRAM - - CPA AUSTRALIA
2017 - ACCOUNTANTS SMSF PACKAGE - - KAPLAN
2021 - FASEA Financial Adviser Exam - Other - FASEA
2023 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - kaplan
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.