Marcia Senn

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

Industry Experience

Sectors Covered

Marcia Senn's previous roles have included

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

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.