Sequoia Financial (ASX: SEQ) — Company Overview, News & Financial Data
Sequoia Financial is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of third-party professional service firms in Australia.
Sequoia Financial
Sequoia Financial is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of third-party professional service firms in Australia. Founded in 2000, the firm operates across financial planning, self-managed superannuation fund administration, stockbroking, investments, mortgage broking, licensee services, corporate finance, legal documentation, and research services. Sequoia Financial serves financial advisers, accountants, and individual investors by delivering equity market access, portfolio management tools, licensee support, and settlement services across Australian financial markets.
Snapshot
Operations
Products and/or services of Sequoia Financial
- Financial Advisory Services: Comprehensive wealth management, financial planning, and retirement advisory solutions delivered to individual retail investors, high-net-worth clients, and business owners operating across capital markets and private wealth networks throughout Australia.
- SMSF Administration and Compliance: Comprehensive setup, administrative support, audit coordination, tax reporting, and ongoing compliance management solutions tailored for self-managed superannuation fund trustees, professional accounting firms, and independent financial advisory practices.
- Stockbroking and Market Execution: Full-service and execution-only equities trading, clearing services, market research, and corporate finance advisory provided to self-directed retail clients, institutional investors, and Australian wholesale market participants.
- Licensee and Professional Support: Regulatory licensing infrastructure, compliance monitoring, legal document creation, practice management tools, and operational support built specifically for independent financial planning practices, accounting professionals, and corporate licensees.
- Investment Products and Asset Management: Tailored investment solutions, structured notes, model portfolios, and asset management products designed for self-directed private clients, SMSF trustees, and financial advisory networks across national financial markets.
- Mortgage and Credit Advisory: Residential and commercial lending solutions, mortgage broking services, debt structuring, and finance evaluation tools provided to private borrowers, property investors, and small business enterprises across major Australian metropolitan regions.
Sequoia Financial executive team
- Mr. Garry Peter CroleMD, CEO & Executive Director
- Ms. Lizzie TanCFO, COO & Joint Company Secretary
- Mr. Stephen HarveyHead of Legal & Administration Services
- Mr. Daryl StoutHead of Licensee & Adviser Services
- Mr. Craig Bradley FoleyChief Information Officer
- Mr. Justin HardingHead of Legal & Risk
- Ms. Annelise Waterfall McCauley CFPExecutive VP & Chief Client Experience Officer
- Mr. Kevin Nicholas Tichnell CFPChief Strategy & Acquisitions Officer
- Mr. Norborne Gee Smith M.B.A.Executive VP & Head of Sequoia Family Office
- Steve KallonaHead of Interprac Compliance Operations