Leo Senese
Manager
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
