Marcia Senn
SMSF Specialist Advisor™
Senior Financial Adviser
By taking a holistic approach to understanding clients' needs, my aim is to provide comprehensive advice in all areas of planning, investments and wealth management so clients can achieve their financial goals.
Marcia has worked in the finance industry since 1999 and consequently has a broad range of experience in risk and portfolio management, investments, superannuation and retirement planning. Prior to working at Morgans, she gained experience in Australia and overseas, working for Morgan Stanley, Merrill Lynch and Credit Suisse.
Investment Style
By focusing on strategic management, quality companies and macroeconomic conditions, Marcia can tailor comprehensive advice to specific investment opportunities and personalised strategies.
Services and Specialties
Retirement and Estate Planning
Financial Planning
Self-Managed Super Funds
Personal Insurance
Superannuation Advice
Stockbroking
Qualifications and Professional Affiliations
Accredited Aged Care Professional™
Graduate Diploma of Applied Finance & Investment
Advanced Diploma of Financial Services (Financial Planning)
SMSF Specialist Advisor (SSA) Accreditation
Bachelor of Business Administration (Marketing)
Associations
Women in Finance
SMSF Professionals' Association of Australia
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Derivatives Level 2
Financial Planning
Life Insurance
Superannuation
Margin Lending
Managed Investments
Securities
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
