Financial Adviser
· BALLINA, NSW
Leonardo Senese
No disciplinary history on record with ASIC
BALLINA,
NSW
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259302
Leonardo Senese is a financial adviser based in Ballina, New South Wales, with 32 years of experience in the financial services industry since 1994. Leonardo is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Leonardo holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Leonardo's qualifications include a Bachelor of Commerce (Economics & Finance) from University of Western Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce (Economics & Finance)
University of Western Sydney
1999
Graduate Diploma in Applied Finance and Investment
Securities Institute
2000
Accredited Derivatives Adviser Level 1
ASX
2003
Graduate Diploma of Financial Planning
Securities Institute
2010
Accredited Derivatives Adviser Level 2
ASX
2020
Ethics and Professional Relationships
Ethics - QUT