Sandeep Patel, CFA
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 registered as a Financial Adviser and is currently working towards his NZX Adviser accreditation. He holds the New Zealand Certificate in Financial Services (Level 5) (Investment), a Bachelor of Commerce (Finance), and a Bachelor of Science (Sports Science), from the University of Auckland, and he is a Chartered Financial Analyst (CFA) charterholder.
Sandeep is based out of the Auckland - East office
Forsyth Barr Investment Advice Auckland East
Ground Floor, Wynyard Wood House
60 Highbrook Drive, East Tamaki
Auckland - East 2013
PO Box 64445, Botany, Auckland 2163
Phone: +64 9 368 0170