About us
Sequoia Financial Group Limited (ASX:SEQ) is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of third party professional service firms.
About Sequoia FinancialGroup Limited
Sequoia Financial Group Limited (ASX:SEQ) is a leading financial services company with a reputation for excellence and innovation. Sequoia Financial Group was founded in 2000 and we have been dedicated to providing comprehensive financial products and services to self-directed retail and wholesale clients, as well as professional service firms.
We are committed to helping our clients achieve their financial goals and secure their financial futures, no matter their level of experience or investment size. Our team of financial experts has years of experience in the industry and a deep understanding of the financial markets, allowing us to provide our clients with the most relevant and effective advice.
Integrity and transparency are the cornerstones of our business philosophy. We believe in fostering open and honest communication with our clients, ensuring complete transparency in our processes and recommendations. Upholding the highest ethical standards, we make every decision with our clients’ best interests in mind.
At Sequoia Financial Group, we are always exploring new initiatives and strategies to understand how we can continue to deliver value to our clients in an every changing environment. We are committed to innovation and staying ahead of the curve, whether that means investing in new technology or developing new products and services to meet our clients’ evolving needs.
Why Choose Sequoia
Expert Financial Advice
Our team of qualified Financial Advisers have extensive experience in the industry, and a profound knowledge of the Financial Markets.
Comprehensive Financial Solutions
We offer a wide range of financial products and services, including investment management, financial planning, and insurance.
Innovative Technology
We are dedicated to staying ahead of the curve in the financial industry, which is why we invest in the latest technology and tools.
Exceptional Service
At Sequoia, we believe that exceptional service is the key to building lasting relationships with our clients.
Our Commitment to Excellence
At Sequoia, we are committed to excellence in everything we do. Our core values drive us to deliver exceptional service and maintain the highest standards of quality within the financial industry.
We prioritise our clients, building strong, long-lasting relationships and tailoring solutions to their unique financial goals. Our team of experienced professionals provides personalised attention and expert guidance throughout our clients’ financial journeys. With integrity and transparency as our guiding principles, we communicate openly and honestly, ensuring complete trust. By embracing innovation and leveraging cutting-edge technology, we empower our clients to make informed decisions and achieve their financial aspirations. Build a relationship with Sequoia and experience our unwavering commitment to excellence, client-centric approach, and dedication to your financial success.
Corporate Governance
- Share Trading Policy (542 KB)
- Audit Committee Charter (97 KB)
- Communications Policy (100 KB)
- Board Charter (115 KB)
- Continuous Disclosure Policy (249 KB)
- Director and Senior Managers Code of Conduct (219 KB)
- Remuneration Committee Charter (70 KB)
- Diversity and Inclusion Policy (167 KB)
- Corporate Governance Statement 2024 (584 KB)
- Sequoia Financial Group Modern Slavery Statement December 2023 (333 KB)
- Whistleblower Policy (113 KB)
- Risk & Compliance Committee Charter (95 KB)
- Anti-Bribery & Corruption Policy (143 KB)
- Code of Conduct (147 KB)
- Workplace Gender Equality Compliance Report 2023 -24 (7000 KB)
- Sequoia - Gender Pay Gap Statement 2024 (105 KB)
We are a national team
We have offices and teams all around the Australia.
Corporate Directory
Sequoia's broad range of financial products and services, from investment and superannuation plans to corporate and private advisory services and market expertise, allows me to be able to provide comprehensive and quality advice to my clients, so they can make informed decisions on what's best for them and their financial future.
Paul Barker, Financial Advisor
Sequoia's broad range of financial products and services, from investment and superannuation plans to corporate and private advisory services and market expertise, allows me to be able to provide comprehensive and quality advice to my clients, so they can make informed decisions on what's best for them and their financial future.
Paul Barker, Financial Advisor
Annual Reportsand Results
- 2024 Annual Report 30-Jun-2024
- 2023 Annual Report 30-Jun-2023
- 2022 Annual Report 30-Jun-2022
- 2021 Annual Report 30-Jun-2021
- 2020 Annual Report 30-Jun-2020
- 2019 Annual Report 30-Jun-2019
- 2018 Annual Report 30-Jun-2018
Want to know more?
With a wide range of financial service offerings, please review our different websites or alternatively please phone our Sydney or Melbourne office to find out more information.