Sherin Mongia
Financial Adviser
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About
Sherin Mongia is an ASIC-registered financial adviser dedicated to helping clients in Deakin, ACT, and across Australia achieve their financial goals. With a Bachelor of Commerce from the University of Delhi and advanced qualifications including a Diploma of Financial Planning, Securities and Managed Investments certification, an Advanced Diploma of Financial Planning, and an Accredited Aged Care Professional designation, Sherin possesses a comprehensive understanding of financial planning principles. Currently completing a Graduate Diploma of Financial Planning, Sherin remains committed to continuous professional development to provide the most up-to-date advice. Sherin is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This broad expertise allows Sherin to create tailored strategies to meet each client's unique needs and circumstances. Key services include: • Superannuation advice and planning • Insurance needs analysis and implementation • Wealth management strategies • Investment advice • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Sherin is here to provide expert advice and support. Contact Sherin today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Sherin Mongia offer?
Sherin Mongia provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. She can help with retirement planning, investment strategies, and protecting your assets.
What qualifications does Sherin Mongia have?
Sherin holds a Bachelor of Commerce, a Diploma of Financial Planning, Securities and Managed Investments certifications, an Advanced Diploma of Financial Planning, an Accredited Aged Care Professional designation and is currently completing a Graduate Diploma of Financial Planning.
How does Sherin Mongia approach financial planning?
Sherin takes a personalized approach, working closely with each client to understand their unique circumstances, goals, and risk tolerance. She then develops tailored strategies to help them achieve their financial objectives.
What can I expect during my first consultation with Sherin?
During your initial consultation, Sherin will discuss your financial situation, goals, and any concerns you may have. This will help her understand your needs and determine how she can best assist you.
Is Sherin Mongia registered and licensed to provide financial advice in Australia?
Yes, Sherin Mongia is an ASIC-registered financial adviser, authorized to provide financial advice in accordance with Australian regulations.
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