Sherin Mongia
BCom AdvDipFP
Financial Planner
"I help clients understand how small decisions taken now can have a big impact on their future lives. I am committed to making clients feel confident and in control of their financial future."
Sherin is passionate about partnering with clients in their journey towards achieving their lifestyle and financial goals. She does this by enabling and empowering clients to make informed decisions. She provides clients with a customised financial plan, keeping in mind their unique circumstances and goals. She believes a plan well-understood, well tracked and improvised along the way can help enhance clients’ financial wellbeing.
Investment Style
Sherin assists clients in areas of superannuation and retirement planning. Centrelink advice and personal risk protection.
Services and Specialties
Retirement and Estate Planning
Financial Planning
Superannuation Advice
Portfolio Administration
Qualifications and Professional Affiliations
Diploma in Financial Planning
Bachelor of Commerce
Advanced Diploma in Financial Planning
Accredited Aged Care Professional™
Securities and Managed Investments
Taxation for Financial Planning
FPC002B Ethics and Professionalism in Financial Advice
FPC001B Economic and Legal Context for Financial Planning
Associations
No items found.
Competencies
Securities
Managed Investments
Superannuation
Generic
Life Insurance
Financial Planning
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
