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.”

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 out clients reach the financial goals they set at the beginning of their journey.”