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Showing 61 - 69 of 69 results for "Sequoia"

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 ...

Sequoia launches two specialist retail products

ALEX BURKE  |  TUESDAY, 30 AUG 2016
Sequoia Financial Group has launched two new structured products for retail investors. The first, Sequoia Accelerated Return Units - Series 1 gives exposure to Tesla Motors, the US electric car and energy storage company; the second, Sequoia Launch ...

Sequoia steps into funds management

KERRIE SYDEE  |  WEDNESDAY, 20 JUL 2016
Sequoia Financial Group and Aitken Investment Management have entered an exclusive partnership which will provide retail investors with exposure to Aitken Investment Management's wholesale only fund. Sequoia has launched the AIM Gateway Fund through ...

Sequoia executive director departs

KERRIE SYDEE  |  THURSDAY, 5 MAY 2016
Sequoia Financial Group has announced the departure of an executive director and will be seeking a suitable candidate to fill the role. Delan Pagliaccio resigned from the position, effective from 2 May 2016, in order to pursue a number of other corporate ...

SMSFs to access Berkshire Hathaway from Australia

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
... Self-managed super funds (SMSFs) will be able to access Warren Buffet's Berkshire Hathaway from Australia. MDS Financial-owned Sequoia Specialist Investments has launched a number of structured products that provide exposure to the performance of Berkshire ...

Bridges MD leaves to join MDS Financial

LAURA MILLAN  |  MONDAY, 16 MAR 2015
... executive director of marketing and distribution. Michael Carter's appointment follows MDS Financial's acquisition of Sequoia Financial Group in early January and the integration of the business to the group. At Bridges, Carter was responsible for the ...

MDS Financial Group to purchase Sequoia Wealth Group

ALEX BURKE  |  THURSDAY, 5 FEB 2015
... provider and broker MDS Financial Group (MDS) has signed a non-binding term sheet to acquire specialist financial advice firm Sequoia Wealth Group (SWG), it announced today. This follows MDS's acquisition of SWG's minority shareholder, Sequoia Financial ...

Planners eye SMSF property

MATT WOODINGTON  |  THURSDAY, 19 MAY 2011
... to a dozen property builders, actively pursuing SMSFs in the last six months," said Mark Ratcliff, managing director, Sequoia Superannuation. "I have also spoken to planners who are looking to add to their service by offering advice on property, which ...
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