Australia · Delayed Price · Currency is AUD Sequoia Financial Group Company Description
Sequoia Financial Group Limited, an integrated financial services company, provides financial products and services to retail and wholesale clients, and third-party professional service firms in Australia.
It operates through two segments, Licensee and Adviser services; and Legal and Administration services.
The Licensee and Adviser services segment provides licensee services to financial planners and advisors; financial planning personal and general advice to wholesale and retail investors; and equity capital markets support, M&A advice, corporate access and investor relations services to listed and private companies.
The Legal and Administration services segment acts as a service provider to accountancy firms, dealer groups, financial planning, law firms and direct trustees.
It also offers SMSF services, such as bare trust, mailbox service, bookkeeping, financials preparation, auditing services, and SMSF taxation lodgement; stockbroking services; and life, total and permanent disablement, trauma/critical illness/recovery, partnership, and key person insurance products, as well as income protection services.
In addition, the company provides investment products; and home and investment loans and refinancing.
The company was formerly known as MDS Financial Group Limited and changed its name to Sequoia Financial Group Limited in December 2015.
The company is based in Melbourne, Australia.
| Country | Australia |
| Industry | Financial Conglomerates |
| Sector | Financials |
| Employees | 50 |
| CEO | Garry Crole |
Contact Details
Address: 555 Collins Street Melbourne, VIC 3000 Australia | |
| Phone | 61 2 8114 2288 |
| Website | sequoia.com.au |
Stock Details
| Ticker Symbol | SEQ |
| Exchange | Australian Securities Exchange |
| Fiscal Year | July - June |
| Reporting Currency | AUD |
| ISIN Number | AU000000SEQ3 |
| SIC Code | 7370 |
Key Executives
| Name | Position |
|---|---|
| Garry Peter Crole | MD, Chief Executive Officer and Executive Director |
| Lizzie Tan | Chief Financial Officer, Chief Operating Officer and Joint Company Secretary |
| Stephen Harvey | Head of Legal and Administration Services |
| Daryl Stout | Head of Licensee and Adviser Services |
| Craig Bradley Foley | Chief Information Officer |
| Justin Harding | Head of Legal and Risk |
| Annelise Waterfall McCauley CFP | Executive Vice President and Chief Client Experience Officer |
| Kevin Nicholas Tichnell CFP | Chief Strategy and Acquisitions Officer |
| Norborne Gee Smith M.B.A. | Executive Vice President and Head of Sequoia Family Office |
| Steve Kallona | Head of Interprac Compliance Operations |