Senior Financial Adviser
Current
Jun 2020 - Present
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Marisa Senese Email & Phone Number
Senior Financial Adviser Perpetual Private Brisbane
at
Perpetual Limited
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Adviser Perpetual Private Brisbane
Location
Brisbane, Queensland, Australia
Company size
Who is Marisa Senese? Overview
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Quick answer
Marisa Senese is listed as Senior Financial Adviser Perpetual Private Brisbane at Perpetual Limited, a with 988 employees, based in Brisbane, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Marisa Senese.
Marisa Senese previously worked as Senior Financial Adviser at Perpetual Limited and Private Client Adviser at Ipac - Company. Marisa Senese holds 927 Foreign Exchange & Skills from Kaplan.
Company email context
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Perpetual Limited
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Profile bio
About Marisa Senese
Passionate Financial Adviser | Empowering women through financial literacyWith two decades of experience in financial planning and advisory services, I've dedicated my career to helping clients build wealth, secure their future, and live comfortably in retirement. My journey has taken me through institutions like Macquarie Bank, Citibank, and Westpac Private, where I've refined my expertise in crafting personalised investment strategies.My approach combines in-depth market knowledge with a keen understanding of each client's unique circumstances. I pride myself on my ability to simplify complex financial concepts, build lasting relationships, and guide clients towards well-informed decisions that optimize their wealth journey.As an Advanced Diploma holder in Financial Planning (Adv.DipFS(FP)) and a member of the Financial Planning Association (FPA), I'm committed to maintaining the highest standards in financial advice. I've successfully passed the FASEA industry exam, further demonstrating my dedication to professional excellence.My passion lies in empowering women to take control of their financial futures. I'm on a mission to improve female financial literacy, providing the tools and knowledge needed for women to make confident financial decisions that promote security, stability, and freedom.Whether you're a high-net-worth individual seeking sophisticated wealth management or someone looking to start your financial journey, I'm here to help. Let's connect and explore how we can work together to achieve your financial goals and secure a prosperous future.Areas of Expertise: Financial Advice, Wealth Management, High-Net-Worth Planning, Women in Finance, Strategic Investment
Current workplace
Marisa Senese's current company
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Perpetual Limited
7 roles
Marisa Senese work experience
A career timeline built from the work history available for this profile.
Private Client Adviser
Marisa has spent the last 20 years providing personal strategic and investment advice to HNW clients. Marisa's experience spans across both Global and Australian banks where she has led in providing clients with specialist and tailored advice. Marisa is a highly skilled and committed adviser where she guides clients to make well-informed decisions to help clients manage, grow and protect their wealth. She takes pride in building long standing relationships with clients by providing hands on support across a myriad of investment solutions . Based on Marisa’s experience and expertise, she is an integral part of the team where she provides valuable insights and ideas for business development and mentoring of aspiring advisers.
May 2016 - Jun 2020
Citigold Executive
Citigold Select is the wealth management and premium service for Citi's HNW valued clients.As the Citigold Executive for Citi Brisbane, Marisa was responsible for the management of HNW clients in providing hands on support across all investment solutions, global banking, access to select investments and in-depth financial market research and expert advice via our team of specialists.
Jul 2015 - May 2016
Wealth Specialist - Investments, Treasury & Wealth Advisory
Marisa provided strategic and investment advice for our globally affluent HNW clients. Encompassing all areas of personal advice including SMSF, retirement planning, pre-retirement, tax effective investments, structured investments and personal protection.
Jan 2014 - Jul 2015
Relationship Manager - Citigold
Citigold is an invitation only exclusive banking and personal investment service offered to select Citibank customers. Her role as a Relationship Manager is to provide tailored advice and expertise from within Citibank's global network, including Specialist Investments, Structured Products, Global Banking, Foreign Exchange, Multi-currency accounts and Wholesale Investor Service, including local and international investment opportunities.
Mar 2013 - Dec 2013
Senior Financial Planner
Marisa’s role as a Senior Financial Planner within Westpac Private Bank and Premium Financial Planning, her expertise was to provide high net worth individuals access to quality, strategic advice, along with tailored solutions. Scope of advice encompassed superannuation, retirement planning, direct equities, personal protection, SMSF and wealth creation strategies.
Jul 2009 - Dec 2012
Private Wealth Manager
During Marisa’s 9 years at Macquarie Bank, she built a client portfolio of HNW individuals by targeting new business opportunities and building solid relationships. Her areas of expertise covered all aspects of Financial Planning including Investment and Superannuation Planning, Retirement Planning, Direct Share trading, Tax Minimisation strategies and SMSF Advice to sophisticated clients by tapping into the strength of Macquarie. In this competitive environment Marisa delivered results for her clients and the business.
Aug 2000 - Jul 2009
Team & coworkers
Colleagues at Perpetual Limited
Other employees you can reach at perpetual.com.au. View company contacts for 988 employees →
VP
Vince Pezzullo
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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EK
Emmakate Khoury
Colleague at Perpetual LimitedSydney, New South Wales, Australia
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SJ
Shirley Jiang
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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IL
Ivan Lee
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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NW
Nigel Ward
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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MH
Mitchell Hubble
Colleague at Perpetual LimitedAustralia
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MC
May Corbett
Colleague at Perpetual LimitedGreater Perth Area, Australia
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CK
Catherine Katoa
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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FC
Fiona Chua
Colleague at Perpetual LimitedGreater Perth Area, Australia
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AH
Adalene Hester
Colleague at Perpetual LimitedGreater Melbourne Area, Australia
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Vince Pezzullo
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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EK
Emmakate Khoury
Colleague at Perpetual LimitedSydney, New South Wales, Australia
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SJ
Shirley Jiang
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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IL
Ivan Lee
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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NW
Nigel Ward
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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MH
Mitchell Hubble
Colleague at Perpetual LimitedAustralia
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MC
May Corbett
Colleague at Perpetual LimitedGreater Perth Area, Australia
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CK
Catherine Katoa
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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FC
Fiona Chua
Colleague at Perpetual LimitedGreater Perth Area, Australia
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AH
Adalene Hester
Colleague at Perpetual LimitedGreater Melbourne Area, Australia
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2 education records
Marisa Senese education
927 Foreign Exchange & Skills
Advanced Diploma In Financial Planning
FAQ
Frequently asked questions about Marisa Senese
Quick answers generated from the profile data available on this page.
What company does Marisa Senese work for?
Marisa Senese works for Perpetual Limited.
What is Marisa Senese's role at Perpetual Limited?
Marisa Senese is listed as Senior Financial Adviser Perpetual Private Brisbane at Perpetual Limited.
Where is Marisa Senese based?
Marisa Senese is based in Brisbane, Queensland, Australia while working with Perpetual Limited.
What companies has Marisa Senese worked for?
Marisa Senese has worked for Perpetual Limited, Ipac - Company, Citi, Westpac, and Macquarie Group.
Who are Marisa Senese's colleagues at Perpetual Limited?
Marisa Senese's colleagues at Perpetual Limited include Vince Pezzullo, Emmakate Khoury, Shirley Jiang, Ivan Lee, and Nigel Ward.
How can I contact Marisa Senese?
You can use AeroLeads to view verified contact signals for Marisa Senese at Perpetual Limited, including work email, phone, and LinkedIn data when available.
What schools did Marisa Senese attend?
Marisa Senese holds 927 Foreign Exchange & Skills from Kaplan.
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