Financial Adviser · PENRITH, NSW

Deepak Kumar Sachdev

PENRITH, NSW
8 Years experience
ASIC Registered · ADV 001271443
Currently at
Sydney, NSW (firm address)

Deepak Kumar Sachdev is a financial adviser based in Penrith, New South Wales, with 8 years of experience in the financial services industry since 2018. Deepak is currently authorised under Peak Investment Holdings, operating through Peak Investment Partners. Deepak holds authorisations to advise on superannuation. Deepak's qualifications include a Master of Commerce from Himachel Pradesh University. Deepak is a member of CPA Australia (CPA) and SMSF Association.

Authorised to Advise On

Superannuation

Qualifications and Training

2000
Bachelor of Commerce
Panjab University
2003
CHARTERED ACCOUNTANT
INSTITUTE OF CHARTERED ACCOUNTANTS INDIA
2003
Master of Commerce
Himachel Pradesh University
2011
CPA PROGRAM
CPA AUSTRALIA
2017
ACCOUNTANTS SMSF PACKAGE
KAPLAN
2021
FASEA Financial Adviser Exam
FASEA
2023
SMSF Specialist Advisor
SMSF Association
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - kaplan

Registration History

Sep 2019 - Present Current
NAVIN ASSET MANAGEMENT PTY LTD
Dec 2018 - Dec 2019 Ceased

Source: ASIC Financial Advisers Register