SHERIN MONGIA
Financial Adviser · Deakin, ACT
📚 Qualifications & Training
2003 - Bachelor of Commerce - - University of Delhi
2015 - Diploma of Financial Planning - - Kaplan Professional
2015 - Securities and Managed Investments - - Kaplan Professional
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor
2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.