Sherin Mongia
Financial Planner
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
