Leo Senese
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Leonardo Senese is an ASIC-registered financial adviser based in Ballina, NSW, dedicated to helping clients achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce (Economics & Finance) from the University of Western Sydney and a Graduate Diploma in Applied Finance and Investment from the Securities Institute, Leonardo brings a wealth of knowledge and experience to his practice. He further holds advanced qualifications, including Derivatives Adviser accreditations from the ASX and a Graduate Diploma of Financial Planning. Leonardo is committed to maintaining the highest ethical standards, underscored by completing Ethics and Professional Relationships training at QUT. Leonardo is authorised to provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. He provides tailored advice to help clients navigate the complexities of the financial landscape. • Superannuation advice and retirement planning • Comprehensive wealth management strategies • Investment advice on securities and derivatives • Guidance on government debt securities • Ongoing portfolio monitoring and adjustments Ready to take control of your financial future? Contact Leonardo today to schedule a consultation and discuss your unique financial needs and aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does Leonardo Senese offer?
Leonardo Senese specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities. He provides tailored financial advice to help you achieve your financial goals.
What qualifications does Leonardo Senese have?
Leonardo holds a Bachelor of Commerce (Economics & Finance), a Graduate Diploma in Applied Finance and Investment, Derivatives Adviser accreditations from the ASX, a Graduate Diploma of Financial Planning and Ethics and Professional Relationships training at QUT.
How does Leonardo Senese develop a financial plan for his clients?
Leonardo works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a personalised financial plan that outlines strategies to help them achieve their objectives, regularly reviewing and adjusting the plan as needed.
What can I expect during my first meeting with Leonardo?
During your initial consultation, Leonardo will take the time to understand your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your financial objectives. This is an opportunity for you to ask questions and determine if Leonardo is the right financial adviser for you.
How often will Leonardo review my financial plan?
Leonardo provides ongoing support and regularly reviews your financial plan to ensure it remains aligned with your goals and adapts to any changes in your circumstances. The frequency of reviews can be tailored to your individual needs and preferences.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.