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Search ResultsShowing 1 - 10 of 22 results for "Sequoia Financial Group"
Sequoia reveals strategic plans
ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
ASX-listed Sequoia Financial Group has revealed its plans to increase its adviser numbers and licensees to adjust to the shifting landscape of the financial advice industry. At its annual general meeting, Sequoia announced its strategic objective to ...
Sequoia acquires advice firm
ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
Sequoia Financial Group has entered into a purchase of assets agreement with financial advice firm Total Cover Australia, through the company's subsidiary InterPrac Securities. It is the fourth acquisition of a retiring InterPrac adviser's portfolio ...
Sequoia to acquire wealth group
KANIKA SOOD  |  MONDAY, 1 JUN 2020
Sequoia Financial Group has entered an agreement to acquire a wealth group, adding about 23 advisers and $1 billion in funds under management. Sequoia Wealth Management will acquire the customer base of Phillip Capital Limited's existing advisers ...
IRESS advances surprise bid for OneVue
KANIKA SOOD  |  MONDAY, 1 JUN 2020
... an undisclosed sum for an acquisition, whose name was not mentioned. Proceeds from Sargon's shares in Sequoia Financial Group, which OneVue's receivers PwC sold earlier are also in doubt, as China-Taiping also lays a claim to them. "China-Taiping has ...
Madison sale slated for May completion
KANIKA SOOD  |  WEDNESDAY, 29 APR 2020
... $31 million from Sargon and associated companies: it realised $4.4 million by selling Sargon's sale in Sequoia Financial Group; is currently in 100% ownership of Madison; is waiting to recover some amount from the sale of trustee and RE businesses that ...
Sargon Capital to be liquidated
KANIKA SOOD  |  THURSDAY, 9 APR 2020
... $31 million by Sargon, and has recouped some of it by taking control of now-sold Sargon's share in Sequoia Financial Group, and Madison Financial Group), earlier this week indicated that its preference is to recover amounts owed to it at subsidiary-level ...
Sargon trustee businesses sale expected soon
KANIKA SOOD  |  THURSDAY, 26 MAR 2020
... Trustees. So far, OneVue has been able to recoup $4.36 million from selling Sargon's stake in ASX-listed Sequoia Financial Group. It also has 100% control of Madison Financial Group, and is in line with other creditors for the proceeds from the trustee ...
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 ...
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