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Sequoia Financial Group Ltd
L 7 7 Macquarie Pl
Phone: +61 281142222p:+61 281142222 SYDNEY, NSW  2000  Australia Ticker: SEQSEQ
Business Summary
Sequoia Financial Group Limited is an integrated financial services company. Its principal activity is to provide a range of services, which include the provision of licensing services, business support, advice coaching, compliance, education, legal document establishments, portfolio management, bespoke investments, administration, investor relations, research and media services. It operates in two segments: licensee and adviser services and legal and administration services. Under the licensee and adviser services segment, it offers licensee services to financial planners and advisers, provides financial planning personal and general advice to wholesale and retail investors, and provides listed and private companies with equity capital markets support, M&A advice, corporate access and investor relations. Under the legal and administration services segment, the Company acts as a service provider to accountancy firms, dealer groups, financial planning, law firms, and direct trustees.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/20246/30/2024Yes----

Industries
SIC Code Description
6211 Security brokers, dealers, and flotation companies
6282 Investment advice
7372 Prepackaged software
6411 Insurance agents, brokers, and service

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Chairman of the Board Michael J.Ryan 8/7/2024 8/7/2024
Chief Executive Officer, Managing Director Garry P.Crole 59 4/5/2024 11/18/2016
Chief Financial Officer, Chief Operating Officer, Acting Joint Company Secretary LizzieTan 1/23/2025
4 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
LJPR Financial Advisors, LLC 5480 Corporate Drive Troy MI United States

Business Names
Business Name
Acacia Administrative Sevices Pty Ltd
Australian Practical Superannuation Fund Pty Ltd
Bourse Data Pty Ltd
48 additional Business Names available in full report.

General Information
Number of Employees: 17 (As of 6/30/2006)
Outstanding Shares: 130,252,366 (As of 6/30/2024)
Shareholders: 633
Stock Exchange: ASX
Fax Number: +61 281142200


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Friday, January 31, 2025