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Leo Senese
BCom GradDipAppFinance GradDipFinPlanning
Manager
My aim is to help you achieve your investment objectives by creating wealth and protecting capital. I will commit to providing you with clear and considered investment advice and strategy.
Leo is a Senior Investment Adviser and Director of the management company operating the Ballina office of Morgans. Leo has over 20 years' experience in the finance industry including roles in a major Australian bank and international investment bank. Leo has advised high-net-worth, intermediary and small institutional clients on a broad range of investment issues and markets.
Investment Style
Leo specialises in income investments including wholesale fixed interest securities and hybrids. He places emphasis on asset allocation to determine portfolio construction with a primary focus on generating tax effective enhanced income solutions. He works closely with clients to fully understand their investment objectives and risk appetite to tailor risk management solutions to meet clients' unique goals and objectives.
Services and Specialties
Options and Warrants
Fixed Interest and Cash Management
Portfolio Administration
Philanthropic Services
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Commerce (Economics & Finance)
Graduate Diploma of Applied Finance & Investment
Ethics and Professional Relationships
Graduate Diploma of Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Direct International Equities Trading Adviser
Superannuation
Derivatives Level 1
Derivatives Level 2
Derivatives Level 3
Generic
Tax (financial) Adviser
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Margin Lending
Securities
Managed Investments
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me by way of salary. As a shareholder of Hansenese Pty Ltd, I may be entitled to a share of profits.
