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Showing 1 - 3 of 3 results for "Castle Legal"

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... per adviser, and need for advice increasing in the IFA space. During the period, Sequoia acquired Castle Corporate, Castle Legal, Clique Paraplanning, and Australian Business Structures. It sold the Yield Report to ASX-listed Finexia Financial Group ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... profit in FY22. Over the year, it acquired a 20% stake in Euree Asset Management, and added Castle Corporate and Castle Legal to its professional services division. Sequoia made several senior appointments as of late, the latest being Jonathan Trapnell ...

Sequoia expands professional services arm

CASSANDRA BALDINI  |  WEDNESDAY, 12 JUL 2023
The listed wealth group will acquire and merge the businesses of Castle Corporate and Castle Legal for $3.15 million. Castle Corporate assists accountants, financial advisers, and lawyers with the formation of companies, trusts, and self-managed super ...
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