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Sherin Mongia

Sherin Mongia

BCom AdvDipFP
Authorised representative number: 001242045

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


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Managed Investments
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.