Sequoia Financial (ASX: SEQ) — Perfil da empresa, notícias e dados financeiros
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.
Resumo
Operações
Produtos e/ou serviços de 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.
equipe executiva do Sequoia Financial
- Stephen HarveyHead of Legal & Administration Services
- Yingyi ChenExecutive Director
- Alex FabbriInterim Chief Executive Officer
- Graeme LayChief Financial Officer
- Craig Bradley FoleyChief Information Officer
- Justin HardingHead of Legal & Risk
- Virginie Floriane AllardChief People Officer & Executive Director
- Norborne Gee SmithExecutive VP & Head of Sequoia Family Office
- Steve KallonaHead of Interprac Compliance Operations
- Natalie Sylvia ClimoJoint Company Secretary
Comunicados recentes
O que a Sequoia Financial (SEQ) comunicou ao mercado, do mais recente para o mais antigo.
- Sale of InterPrac Financial Planning Pty LtdFato relevante
- Trading HaltFato relevante
- Final Director's Interest Notice
Histórico de dividendos
Dividendos por ação pagos pela Sequoia Financial , por ano fiscal.
| Ano fiscal | Intermediário | Final | Especial | Total |
|---|---|---|---|---|
| FY2026 | A$0.0200 | A$0.0100 | — | A$0.0300 |
| FY2025 | A$0.0250 | A$0.0200 | — | A$0.0450 |
| FY2024 | — | A$0.0600 | — | A$0.0600 |
| FY2023 | A$0.0090 | A$0.0070 | — | A$0.0160 |
| FY2022 | A$0.0060 | A$0.0050 | — | A$0.0110 |
Principais indicadores financeiros
Resultados divulgados pela Sequoia Financial , em AUD.
- Cap. de mercado
- 7,1 mi
- Receita (TTM)
- 99,9 mi
- P/L
- —
- LPA (diluído, TTM)
- -0.1
- Dividend yield
- 0.0%
- Margem de lucro
- -8.6%
| Fim do ano fiscal | Receita | Resultado operacional | Lucro líquido |
|---|---|---|---|
| 105,4 mi | 2,5 mi | -8,6 mi | |
| 119 mi | 9,9 mi | 3,2 mi | |
| 124,6 mi | 4,7 mi | 24 mi | |
| 98,5 mi | 4,6 mi | -2,6 mi |