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  1. Homepage
  2. Equities
  3. Australia
  4. Australian Stock Exchange
  5. Sequoia Financial Group Limited
  6. Company
    SEQ   AU000000SEQ3

SEQUOIA FINANCIAL GROUP LIMITED

(SEQ)
  Report
Delayed Australian Stock Exchange  -  02:10 2022-06-24 am EDT
0.5750 AUD   +1.77%
06/19SEQUOIA FINANCIAL : Update - Notification of buy-back - SEQ
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06/13SEQUOIA FINANCIAL : Update - Notification of buy-back - SEQ
PU
05/19SEQUOIA FINANCIAL : Application for quotation of securities - SEQ
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SummaryQuotesChartsNewsCalendarCompanyFinancials 
Business Summary
Sequoia Financial Group Limited is an Australia-based financial services company. The Company’s principal activity is to offer financial planners, stockbrokers, self-directed investors, superannuation funds and accountants a range of services, which includes licensing services, business support and advice, coaching, compliance, education, wholesale clearing and execution, legal document establishments, investments, media and administration services. The Company’s segments include Sequoia Wealth Group, Sequoia Professional Services Group, Sequoia Equity Markets Group, and Sequoia Direct Investment Group. The Company offers financial planning, asset management, and family wealth services. Its financial planning includes estate and wealth transfer planning, retirement planning, risk management and contingency planning, and philanthropy. Its asset management includes investment portfolio construction, absolute investment performance, and active investment management.
Sales per Business
20202021Delta
Sequoia Wealth40.5648%55.3047.5% +36.32%
Sequoia Equity Market36.9843.8%52.3044.9% +41.4%
Sequoia Professional Services4.675.5%7.066.1% +51.25%
Sequoia Direct Investment2.222.6%1.861.6% -16.56%
Head Office0.060.1%-0.05--
AUD in Million
Sales per region
20202021Delta
Australia84.50100%116.46100% +37.83%
AUD in Million
Managers
Name Title Age Since
Garry Peter Crole Chief Executive Officer, MD & Executive Director 56 2019
Lizzie Tan CFO, Joint Secretary & Financial Controller - 2022
Chad Daniel Roope Chief Investment Officer - 2020
Rebecca Weir Joint Secretary - 2022
Matthew Wilson Head-Strategy & Marketing - -
Members of the board
Name Title Age Since
John Larsen Non-Executive Chairman 71 2019
Garry Peter Crole Chief Executive Officer, MD & Executive Director 56 2019
Kevin Pattison Non-Executive Director - 2019
Charles Augustine Sweeney Non-Executive Director - 2019
Equities
Vote QuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 132,224,520 71,854,159 54.3% 0 0.0% 54.3%
Shareholders
NameEquities%
Cojones Pty Ltd. 13,817,804 10.1%
Garry Peter Crole 12,083,672 8.86%
Unrandom Pty Ltd. 11,974,738 8.78%
Acorn Capital Ltd. 8,342,474 6.11%
Exldata Pty Ltd. 7,129,800 5.23%
Anthony Young 7,096,147 5.20%
Tony Young 5,898,894 4.32%
Huntley Group Investments Pty Ltd. 4,210,000 3.09%
Toclo Investments Pty Ltd. 3,505,902 2.57%
Libertas Solutions Pty Ltd. 3,310,000 2.43%
Brand Portfolio
In partnership withAllbrands.markets
More brands of Sequoia Financial Group Limited
Sector
Financials
Banking & Investment Services
 Investment Banking & Investment Services
  Investment Management & Fund Operators
   Other Investment Management & Fund Operators
Sector Other Investment Management & Fund Operators
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SCHRODERS PLC-22.25%8 779
IGM FINANCIAL INC.-22.84%6 499
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M&G PLC-0.45%6 015
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Connections : Sequoia Financial Group Limited