Search Results | Showing 21 - 30 of 83 results for "Sequoia Financial" |
| | | Sequoia Financial Group's InterPrac Financial Planning is facing $22 million worth of complaints lodged with the Australian Financial Complaints Authority (AFCA) for its advisers' role in the collapse of the Shield Master Fund and First Guardian ... |
| | | | Sequoia Financial Group has resumed trading after it responded to ASX queries over recent movement in the price and trading volumes of the stock. This comes as it also announced the departure of a board director. Sequoia entered a trading halt on July ... |
| | | | ... our profession's development." The delegation included AIOFP technical committee chair Lionel Rodrigues, Sequoia Financial Group managing director Garry Crole and former New South Wales Premier Nathan Rees. "The meeting duration was 63 minutes involving ... |
| | | | Sequoia Financial Group has appointed Daryl Stout as head of licensee and adviser services, set to join the leadership team later this month. Stout will report directly to chief executive Garry Crole and will be responsible for growth, operational excellence ... |
| | | | ... certain managed investment schemes, including First Guardian. Venture Egg is an authorised representative of Sequoia Financial Group's InterPrac Financial Planning. Osama Saad, the director of defunct firms Aus Super Compare and Atlas Marketing ... |
| | | | The Australian Wealth Advisors Group (AWAG) has become a major shareholder in Sequoia Financial Group. AWAG, which is also ASX-listed, has an 18.02% stake in Sequoia across more than 22.37 million securities. According to the 2024 annual report, Unrandom ... |
| | | | ... harder to just walk away from a subsidiary," he said. The defunct Libertas Financial Planning, which was owned by Sequoia Financial Group, is one example where ASIC cancelled the AFSL for failing to pay an AFCA determination. Last week, ASIC canned the ... |
| | | | ... in micro-cap stocks and the risk asset landscape. Separately, Powerhouse has acquired Informed Investor from Sequoia Financial Group. Sequoia in exchange took two million shares in Powerhouse. It acquired Informed Investor, ShareCafe, and Corporate Connect ... |
| | | | Sequoia Financial Group gained a net of 14 financial advisers to end up with about 350 representatives at the end of the 2024 financial year. Sequoia added 70 advisers to the stable but lost 56, most of whom were from "non-economic practices who closed ... |
| | | | ... That claim then progressed to the CSLR, which ultimately paid an undisclosed amount to the consumer on July 24. Sequoia Financial Group acquired Libertas in 2019, which had about 23 advisers and $1 billion in funds under management at the time. Sequoia ... |
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