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Showing 21 - 30 of 87 results for "Sequoia Financial"

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... advice, putting their retirement savings at significant risk. At 10.20am, following ASIC's announcement, Sequoia Financial Group - the parent company of Interprac - entered a trading halt. Together, Interprac representatives Venture Egg and Rhys ...

AWAG enters joint venture with Phillip Capital

ANGELIQUE MINAS  |  MONDAY, 20 OCT 2025
... to 80-100 by June 2026. Earlier this year, AWAG acquired a 20% stake in First Mutual, and an 18.02% stake in Sequoia Financial Group, making it a major shareholder. AWAG hopes to continue participating in the rationalisation of the Australian financial ...

InterPrac wants super funds' reserves to remediate Shield, First Guardian victims

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... claiming he engaged in "unconscionable conduct". In releasing its 2025 financial report recently, Crole told Sequoia Financial Group investors that "proactive action" was taken in closing new business in Shield in July 2023 and First Guardian in December ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... the assets of Merhi. He is the principal and financial adviser of Venture Egg, an authorised representative of Sequoia Financial Group's InterPrac Financial Planning. The court slapped travel restraint orders on Merhi in July to stop him from leaving ...

InterPrac hit with $22m in AFCA complaints

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
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 resumes trading after ASX query

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
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 ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... 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 appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
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 ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... 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 ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
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 ...