Marcia Senn
Financial Adviser
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About
Marcia Senn is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Marcia's extensive qualifications include a Bachelor of Business Administration (Marketing) from Washington State University, a Graduate Diploma of Applied Finance & Investment from the Securities Institute, and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. She also holds a Margin Lending Accreditation from Deakin Prime and is an SMSF Specialist Advisor (SSA) accredited by the Self Managed Super Fund Association. Marcia is committed to maintaining the highest ethical standards, demonstrated by her completion of Ethics and Professionalism in Financial Advice training from Kaplan Professional. As a member of the SMSF Association and Women in Finance, Marcia stays at the forefront of industry developments to provide her clients with informed and innovative solutions. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance planning • Wealth management strategies • Investment advice • SMSF advice Ready to take control of your financial future? Contact Marcia today for a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Marcia Senn offer?
Marcia Senn provides comprehensive financial advice, including superannuation, insurance, wealth management, investment strategies, and SMSF advice. She is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities.
What qualifications does Marcia Senn have?
Marcia holds a Bachelor of Business Administration (Marketing), a Graduate Diploma of Applied Finance & Investment, a Margin Lending Accreditation, an Advanced Diploma of Financial Services (Financial Planning), and is an SMSF Specialist Advisor (SSA) accredited by the Self Managed Super Fund Association.
How does Marcia Senn approach financial planning?
Marcia takes a personalised approach to financial planning, focusing on understanding each client's unique circumstances, goals, and risk tolerance. She develops tailored strategies to help clients achieve their financial objectives and provides ongoing support and guidance.
What can I expect during my first meeting with Marcia Senn?
During your initial consultation, Marcia will discuss your financial situation, goals, and concerns. She will explain her advisory process and how she can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Marcia is the right financial adviser for you.
Why should I choose Marcia Senn as my financial adviser?
Marcia's extensive qualifications, experience, and commitment to ethical practice make her a trusted financial adviser. She is dedicated to providing clients with personalised, strategic advice and ongoing support to help them achieve their financial goals.
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