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 primarily in Australia.
It operates through Sequoia Licensees Services Group, Sequoia Professional Services Group, Sequoia Equity Markets Group, and Sequoia Direct Investment Group segments.
The company provides licensing and support services, and merger and acquisitions corporate advice to accountants, financial planners, mortgage brokers, insurance advisers, equity market advisers, investment professionals, and corporate advisory business units; and offers compliance, marketing, coaching, education, research, and technical support services.
It also provides self-managed super fund administration, general insurance broking, legal document establishment, and company secretarial services to licensed advisers, accountants, and lawyers.
In addition, the company offers stockbroking and specialized investment solutions to third party institutional and adviser networks.
Further, it provides a range of media services, and research and general advice to investors; and news, research, and data on managed funds, direct shares and bonds.
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, 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 |
| Craig Bradley Foley | Chief Information Officer |
| Stephen Harvey | Head of Legal and Administration Services |
| Justin Harding | Head of Legal and Risk |
| Mark Hutchison | Additional Senior Compliance Manager |
| Annelise Waterfall McCauley CFP, CFP | Executive Vice President and Chief Client Experience Officer |
| Kevin Nicholas Tichnell CFP, CFP | Chief Strategy and Acquisitions Officer |
| Daryl Stout | Head of Licensee and Adviser Services |
| Natalie Sylvia Climo L.L.B. | Joint Company Secretary |