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DEVAL UPADHYAY
Deval has more than 13 years of extensive experience in Banking and Finance industry. During this time, she has worked closely with both individuals and businesses to achieve their financial, personal and career goals.
Deval has a rich experience of working as Wealth Manager in India’s largest private sector bank prior to migrating to Australia. In her recent position in Australia, she helped accountants to create their own in-house Finance Broking Division to help their clients with access to innovative finance solutions.
Deval's specialties
Residential and investment loans, with complex ownership structures.
Complex Structured Lending
First Home Buyers/ Renovations
Reverse Mortgage Loans
SMSF structured lending
Ex-pat Lending
Commercial & Small Business Lending
Qualifications and memberships
Bachelor of Commerce/ Accounting - India - 2005
Diploma of Finance and Mortgage Broking - Kaplan - 2020
Cert IV Finance and Mortgage Broking - 2018
Diploma of Financial Planning (RG - 146) - Monarch - 2018
A bit about me
A bit about me 😊….
Apart from being passionate about helping everyday Aussies to get their finances, I spend the rest of the time with my family.
I have an 11-year-old boy who keeps me on my toes with his demands. We spend out time together playing cricket, cycling, and watching movies.
I enjoy long distance driving for the family holidays. Yoga keeps me fit and Healthy.
BOOK A CHAT WITH ME
Better yet, see us in person!
We love our clients, so feel free to visit during normal business hours.
Know more about deval
Listen as Jackie tells you Deval's years of banking expertise, the kind of clients she deals with, and what she loves to do during her spare time.
LYDIAN FINANCIAL SERVICES PTY LTD
Authorised Representative no. 525 778
Specialist Financial Group Australian Credit Licence no. 387025
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