Sandeep Patel
Associate Adviser
About Sandeep
Sandeep Patel joined Forsyth Barr in 2025. He has over 20 years’ experience in global markets, financial services and the energy industry in New Zealand and the United Kingdom.
Sandeep is currently working towards his NZX Adviser accreditation and is studying for his New Zealand Certificate in Financial Services (Level 5) (Investment). He holds a Bachelor of Commerce, majoring in Finance, and a Bachelor of Science, majoring in Sports Science, from the University of Auckland, and he is a Chartered Financial Analyst (CFA®) holder.
Sandeep is based out of the Auckland - East office
Forsyth Barr Investment Advice Auckland East
Ground Floor, Wynyard Wood House
60 Highbrook Drive
Auckland - East 2013
PO Box 64445, Botany, Auckland 2163
Phone: +64 9 368 0170