Marcia Senn
SMSF Specialist Advisor™
Director, Wealth Management
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
Personal Insurance
Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Stockbroking
Financial Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Ethics and Professionalism in Financial Advice
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Business Administration (Marketing)
SMSF Specialist Advisor (SSA) Accreditation
Graduate Diploma of Applied Finance & Investment
Accredited Aged Care Professional™
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
SMSF Professionals' Association of Australia
Women in Finance
Competencies
Derivatives Level 1
Derivatives Level 2
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
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.
