Deepak Bansal

Financial Adviser & Owner

Authorised Representative No: 1008418

As a financial adviser for more than fifteen years, Deepak gets the biggest job satisfaction from helping people be more financially strategic and reach their goals. He sees his role as much more than just a financial planner, but as a financial coach as well. It was this approach that won him the prestigious FPA award at the young age of 25, and more recently named Adviser of the Year at FinChoice & Mortgage Choice.

• Finalist IFA Goal Based Advisor of the Year 2021/2022/2023
• Winner of National Adviser of the Year 2019
• Winner of Business Excellence Award (VIC) 2019
• Winner of Business Excellence Award (VIC) 2018
• Winner of Business Excellence Award (VIC) 2017
• Winner of Financial Planning Association Award 2006

“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. Within banks, you tend to move around to new roles or branches, so customers rarely deal with the same person for long. Now I have clients for life; they’re family, not just a transaction.”

Sarah Phillips

Financial Adviser – SMSF Specialist’

After 20 years in financial advice, Sarah knows that the most effective financial plans are the ones that truly reflect the unique goals of each client and what they want to achieve – now and in the future. But for Sarah, it’s also about ensuring that clients are confident with the decisions they’re making with their finances.

One of Sarah’s personal goals is to help empower and educate women, who have historically been less involved in financial decision-making. She advocates for financial literacy and accessibility so that women everywhere can make more confident choices with their money.

Sarah is passionate about helping people build their retirement income for a secure and fulfilling retirement. She is also accredited specifically to provide advice on Self Managed Super Funds (SMSF). She loves working with her clients to get their SMSFs structured in a compliant manner and investing effectively to make the most of their super savings.

Sarah’s relationships with her clients are built on trust and have lasted for years and in some cases, decades. She loves celebrating with her clients as they achieve their goals and seeing their finances evolve along the way.

Making sense of the complex rules around financial planning can be intimidating, and I take pride in making it accessible and easy-to-understand for my clients. Seeing someone go from a place of uncertainty to a position of confidence with their finances is one of the reasons I love what I do.

Sarah is based on Sydney’s Northern Beaches with appointments available at Suite 2, 6-8 Waterloo Street, Narrabeen, Sydney 2101 or on-line and can be contacted on 0406 735 656.

Lisa Holland

Client Relations Manager

 Joining the team in December 2007, Lisa brings extensive finance, administrative and marketing experience to the Committed Financial Planning team. She holds a Bachelor Of Economics, a Certificate of Direct Marketing and a Certificate in Financial Management and has worked as an economist at NAB, as well as some of Australia’s largest advertising agencies. 

More recently, Lisa has been with Mortgage Choice for the past 14 years in both the Mortgage Brokering and the Financial Planning sides of the business. She is a force to be reckoned with and is the person who keeps our team running smoothly and effectively! Lisa is passionate about helping people achieve their financial goals and loves assisting Deepak to make that happen.

• Winner of FinChoice National Practice Support Staff Member of the Year 2020

“It is such a great feeling knowing that our clients can rest easy because we have all of the relevant insurances, super and investments in place for them. I love seeing our clients reach the financial goals they set at the beginning of their journey.”