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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 financial planners, 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 headquartered in Sydney, Australia.
Name | Age | Since | Title |
---|---|---|---|
John Larsen | - | 2019 | Non Executive Chairman |
Garry Peter Crole | 60 | 2016 | MD, CEO & Executive Director |
Kevin Pattison | - | 2019 | Non-Executive Director |
Charles Sweeney | - | 2019 | Independent Non-Executive Director |
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