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Showing 1 - 10 of 10 results for "Sequoia Wealth"

Sale of Interprac raises eyebrows at ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 8 APR 2026
... fair and reasonable", and report on Interprac's financial position and solvency. In 2022, Sequoia Financial, Sequoia Wealth and Interprac entered a Deed of Cross Guarantee under which each of the entities guarantees the debts of the other. If the ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... victims. Rainmaker analysis of the ASIC Financial Advisers Register shows that Sequoia currently has 15 advisers under Sequoia Wealth Management and 277 under Interprac. Sequoia's legal and administration services division's EBITDA comes to $1.65 million ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... the Interprac Financial Planning brand and add expertise and new business specialist equity advisers under the Sequoia Wealth Management brand, so we can further expand on the footprint we have established in the Equity Capital Markets and higher net ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... Tan is now chief financial officer and chief operating officer. Director Hamish McCathie, who is responsible for Sequoia Wealth Management and Sequoia Asset Management, is now overseeing Sequoia Specialist Investments. On July 1, the Takeovers Panel ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia Wealth Management "to achieve operational and cost synergies", the ASX-listed group said yesterday, as it undergoes liquidation, company ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... Sequoia will continue to acquire mid-tier licensee businesses within subsidiaries InterPrac Financial Planning and Sequoia Wealth Management to have a total of 1000 advisers by 2025. It will also acquire customer books into the salaried advice unit of ...

Sequoia to acquire wealth group

KANIKA SOOD  |  MONDAY, 1 JUN 2020
... 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 and corporate authorised representatives. ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... 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% on the prior corresponding period. The division ...

Sequoia raises curtains on two key acquisitions

ALEX BURKE  |  TUESDAY, 19 SEP 2017
... Sequoia's existing broking business, D2MX, along with related entities Sequoia Direct, Sequoia Asset Management and Sequoia Wealth Management. "Morrison will underpin Sequoia's current stockbroking and dealing businesses. Importantly, it gives us a great ...

MDS Financial Group to purchase Sequoia Wealth Group

ALEX BURKE  |  THURSDAY, 5 FEB 2015
... 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 Group (SFG) ...
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