SENECA FINANCIAL SOLUTIONS

Seneca Financial Solutions is an Australian investment and wealth management company, delivering exceptional results through a focused application of our skills and a commitment to open, honest and clear communication and collaboration with our clients... Seneca is owned and operated by our management team and staff, with no influence from external investors or shareholders. We operate under our own Australian Financial Services License (AFSL No. 492686) and our investment universe is only constrained by our internal Investment Committee's stringent due diligence process... Seneca is a boutique investment management and private wealth advisory. We are a diverse team of experienced and highly educated professionals, responsible for the stewardship of over A$300 million, that has been entrusted to us by our clientele of high-net-worth families, successful private business owners, ambitious professionals, and discerning family offices.

Also known as: Seneca, Seneca Financial Solutions Pty Ltd

Registration numbers: 17 610 665 711 (W)

Primary location: Melbourne