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Contact

Contact
Melbourne
Perth
info@senecafs.com.au
(03) 8639 1600

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Security

The safe custody of your assets and information is without exception, our highest priority. All assets managed on behalf of our clients are held with a custodian on trust for clients and are not attached to our assets and liabilities, nor those of the custodian.

Seneca advisers utilise a range of technology, custody and execution partners to service their clients:

Custody & execution

  • CMC Markets Stockbroking
  • Pershing Securities Australia
  • Commonwealth Bank
  • National Australia Bank

Platforms

  • Praemium
  • BT Panorama
  • North
  • Powerwrap

Cash Management

  • Macquarie Bank
  • Commonwealth Bank
  • ANZ Bank

Privacy

We take your privacy very seriously, only sharing your personal information with the necessary and approved third parties. You can review our Privacy Policy here.

Auditor

Banks Group

Regulation

Seneca holds an Australian Financial Service License (AFSL No. 492686) and is regulated by the Australian Securities and Investments Committee (ASIC).

Seneca is a member of:

  • Australian Financial Complaints Authority (AFCA)
  • Tax Practitioners Board (TPD)
  • Services

    • Services
    • Investment Advisory
    • Wealth Management
    • Family Business
    • Private Investments
    • Finance & Lending
    • Managed Accounts

    About

    • About
    • Seneca Financial Solutions
    • People

    Media

    • Media
    • Blog
    • Podcast

    Information

    • Information
    • Resources
    • Security
    • Financial Services Guide
    • FAQs
    • Careers

    Contact

    Contact
    info@senecafs.com.au
    (03) 8639 1600

    Office

    Office
    Level 2,
    Professional Chambers,
    120 Collins Street
    Melbourne VIC 3000