Company Sequoia Financial Group Limited

Equities

SEQ

AU000000SEQ3

Investment Management & Fund Operators

Market Closed - Australian S.E. 02:10:43 2024-04-26 am EDT 5-day change 1st Jan Change
0.51 AUD -1.92% Intraday chart for Sequoia Financial Group Limited 0.00% -8.93%

Business Summary

Sequoia Financial Group Ltd is a financial services company. The Company provides a range of services to financial planners, stockbrokers, self-directed investors, superannuation funds and accountants that allow them to offer wealth management solutions to their customers. Its segments include Sequoia Licensees Services Group, Sequoia Professional Services Group, Sequoia Equity Markets Group and Sequoia Direct Investment Group. It provides products and services to self-directed retail and wholesale clients and those of third-party professional service firms. The Licensees Services Group is the area of the business where it provides licensee services to financial planners, wealth managers, equity advisers and a corporate advisory business unit. The Professional Services Group provides services to intermediaries, including licensed advisers, accountants and lawyers. The Equity Markets Group provides services to licensed advisers, self-directed investors and superannuation funds.

Sales per Business

AUD in Million2022Weight2023Weight Delta
Sequoia Licenses Services
73.3 %
64 43.3 % 72 73.3 % +13.31%
Sequoia Equity Markets
14.6 %
70 47.6 % 14 14.6 % -79.48%
Sequoia Professional Services
8.6 %
11 7.5 % 8 8.6 % -22.96%
Sequoia Direct Investment
3.0 %
3 1.7 % 3 3.0 % +16.23%
Head Office
0.5 %
0 0.0 % 0 0.5 % -1,253.19%

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
100.0 %
147 100.0 % 98 100.0 % -33.14%

Managers

Managers TitleAgeSince
Chief Executive Officer 59 16-11-17
Director of Finance/CFO - 20-04-22
Compliance Officer - 23-08-20
Chief Operating Officer - 23-08-20
General Counsel - -
Corporate Secretary - 22-12-22

Members of the board

Members of the board TitleAgeSince
Chairman - 19-02-28
Chief Executive Officer 59 16-11-17
Director/Board Member 74 18-01-31
Director/Board Member - 19-02-04

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 131,838,431 72,999,573 ( 55.37 %) 0 55.37 %

Shareholders

NameEquities%Valuation
Cojones Pty Ltd.
10.53 %
13,817,804 10.53 % 5 M $
12,263,170 9.349 % 4 M $
Unrandom Pty Ltd.
9.129 %
11,974,738 9.129 % 4 M $
Acorn Capital Ltd.
7.945 %
10,421,640 7.945 % 4 M $
Huntley Group Investments Pty Ltd.
3.209 %
4,210,000 3.209 % 1 M $
Toclo Investments Pty Ltd.
2.718 %
3,564,894 2.718 % 1 M $
2,847,472 2.171 % 956 722 $
2,000,000 1.525 % 671 980 $
DMX Capital Partners Ltd.
1.525 %
2,000,000 1.525 % 671 980 $
Vanward Investments Ltd.
1.379 %
1,808,561 1.379 % 607 658 $

Company contact information

Sequoia Financial Group Ltd.

7 Macquarie Place Level 7

2000, Sydney

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http://www.sequoia.com.au
address Sequoia Financial Group Limited(SEQ)
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