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Showing 31 - 40 of 45 results for "Sequoia Financial Group"

OneVue takes control of Sargon stake in Sequoia

KANIKA SOOD  |  THURSDAY, 6 FEB 2020
... OneVue Holdings has taken control of a Sargon subsidiary's 19% stake in ASX-listed wealth and advice firm Sequoia Financial Group, as its looks to recoup $31 million. The Sequoia stake is worth about $4.6 million at Tuesday's closing price of 20 cents. ...

Sequoia acquires dealer group

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2019
Sequoia Financial Group has acquired a national dealer group, home to 68 authorised representatives. Sequoia acquired Sydney-based Libertas Financial Planning, a national licensee with 68 authorized representatives as at August 1, 60 of which are active ...

Sequoia chief resigns

KARREN VERGARA  |  TUESDAY, 5 FEB 2019
Sequoia Financial Group's chief executive and managing director Scott Beeton is bidding farewell after nine years with the company. Beeton has also resigned as a director of the group effective February 4. In November 2018, Beeton flagged he would transition ...

Sequoia adds to board

KARREN VERGARA  |  MONDAY, 8 OCT 2018
Sequoia Financial Group appointed an investment management veteran as a non-executive director. Timothy Martin is a director and co-founder of private debt and direct lending boutique investment management firm Causeway Financial. Martin brings more ...

Sequoia sells direct equities business

ALEX BURKE  |  FRIDAY, 22 JUN 2018
Sequoia Financial Group noted the sale of its direct equities business in a market update. Sequoia said it was selling Sequoia Direct as part of a "simplication of its overall operation by reducing the number of AFSLs operated within the Sequoia group." ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
Sequoia Financial Group's advice business delivered strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% ...

Sequoia Financial Group grows board

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
Sequoia Financial Group is welcoming a new non-executive director to its board. Former Odyssey Funds Management chairman John Larsen has joined the ASX-listed wealth manager, bringing more than 30 years' experience across financial services. His appointment ...

Sequoia raises curtains on two key acquisitions

ALEX BURKE  |  TUESDAY, 19 SEP 2017
After suspending trading last week, Sequoia Financial Group has acquired a major Australian broking firm and says it will complete another purchase originally flagged in June. Morrison Securities, part of the ASX Group since 1985 and formerly owned ...

Sequoia announces acquisition

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac. Interprac "will add immediate scale, in particular to the SMSF Administration, Wealth Advisory and Investment Solutions ...

Key board appointment for Sequoia

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2016
Sequoia Financial Group has bolstered its board with a new non-executive director. Sequoia has appointed Garry Crole, managing director of independently owned AFSL, Interprac Financial Planning. Crole will also join Sequoia's governance committee, risk ...