Sherin Mongia

Sherin Mongia is an experienced financial professional with a diverse background in financial planning and client services. Currently serving as a Financial Planner at Morgans Financial Limited since July 2021, Sherin has previously held roles at Australian Unity and Commonwealth Bank, where expertise in client services and financial planning was developed. Early career experience includes a position in Banking Service at Westpac and an Audience Marketing Specialist role at Microsoft. Sherin's academic credentials include an Advanced Diploma in Financial Planning from Mentor Education, an Accredited Aged Care professional certification, a Bachelor's degree in Commerce from Delhi University, a Diploma in Financial Planning from Kaplan Professional, and a Post Graduate Diploma in Sales and Marketing Management from Times School of Management.