Leonardo Senese
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259302
- Location
- Ballina NSW 2478
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 1994
- Qualifications
- Bachelor of Commerce (Economics & Finance), University of Western Sydney (1993); Graduate Diploma in Applied Finance and Investment, Securities Institute (1999); Accredited Derivatives Adviser Level 1, ASX (2000); Graduate Diploma of Financial Planning, Securities Institute (2003); Accredited Derivatives Adviser Level 2, ASX (2010); Ethics and Professional Relationships, QUT (2020)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Leonardo Senese
Leonardo Senese is a financial adviser in Ballina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000259302.
The licensee Leonardo advises under is Morgans Financial Limited (AFS licence 235410). That authorisation dates from 10 March 2004.
The register records 1994 as the year Leonardo first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Economics & Finance) (University of Western Sydney, 1993), Graduate Diploma in Applied Finance and Investment (Securities Institute, 1999) and Accredited Derivatives Adviser Level 1 (ASX, 2000).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Leonardo Senese a registered financial adviser?
Yes. Leonardo Senese is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259302.
Which licensee does Leonardo Senese work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Leonardo Senese give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.