Seneca Financial Solutions
- Level 4, 125 Flinders Lane, Melbourne 3000, VIC
Who We Are
Seneca is a boutique investment specialist, focused on managed accounts.
We assist financial planning practices develop, coordinate, and deliver timely investment portfolio advice to their clients, through a framework and philosophy aligned with their core values.
Seneca provides the following services:
- Outsourced investment management (SMA, MDA, Consultant)
- Third-party MDA (Either selecting from our existing in-house products or developing bespoke product for the individual practice)
- Investment Committee
- Asset Consulting.
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