Australia · Delayed Price · Currency is AUD Sequoia Financial Group Company Description
Sequoia Financial Group Limited, an integrated financial services company, provides products and services to retail and wholesale clients, and third-party professional service firms in Australia.
It operates in two segments, Sequoia Licensee and Adviser Services Group; and Sequoia Legal and Administration Services Group.
The company offers licensee services to financial planners and stockbrokers, and employed salary advisers who offer personal and general advice to wholesale and retail investors; and corporate finance services and private investment banking services.
It also provides legal advice relating to superannuation set-up, administration, and legal services to accountancy firms, dealer groups, financial planning, law firms, and direct trustees.
In addition, the company offers SMSF services, such as bare trust, mailbox service, bookkeeping, financials preparation, auditing services, and SMSF taxation lodgment; stockbroking services; and investment products.
Further, it provides legal document services; corporate financing services comprising equity capital, corporate and strategic advice, mergers and acquisition, and mergers and acquisition buy side; and bespoke white label solutions for businesses and individuals.
The company was formerly known as MDS Financial Group Limited and changed its name to Sequoia Financial Group Limited in December 2015.
The company was founded in 2000 and is based in Melbourne, Australia.
| Country | Australia |
| Founded | 2000 |
| Industry | Financial Conglomerates |
| Sector | Financials |
| Employees | 120 |
| CEO | Alex Fabbri |
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 |
|---|---|
| Alex Fabbri B.Ec., CA, S Finsia | Interim Chief Executive Officer |
| Stephen Harvey | Head of Legal and Administration Services |
| Daryl Stout | Head of Licensee and Adviser Services |
| Yingyi Chen | Executive Director |
| Graeme Lay | Chief Financial Officer |
| Craig Bradley Foley | Chief Information Officer |
| Justin Harding | Head of Legal and Risk |
| Virginie Floriane Allard | Chief People Officer and Director |
| Joseph A. Glick | Executive Vice President, Chief Operating Officer and Chief Financial Officer of Sequoia Financial Group LLC |
| Norborne Gee Smith M.B.A. | Executive Vice President and Head of Sequoia Family Office |