Company Profile
Sequoia Financial Group Limited, an integrated financial services company provides financial products and services to retail and wholesale clients, and third-party professional service firms in Australia.
Its business is organized into two segments, Licensee and Adviser services; and Legal and Administration services. The Licensee and Adviser services segment provides licensee services to financial planners and advisors.
Its portfolio also includes financial planning personal and general advice to wholesale and retail investors, and equity capital markets support, M&A advice, corporate access and investor relations services to listed and private companies.
The Legal and Administration services segment acts as a service provider to accountancy firms, dealer groups, financial planning, law firms and direct trustees SMSF services, such as bare trust, mailbox service, bookkeeping, financials preparation, auditing services, and SMSF taxation lodgement.
Its portfolio also includes stockbroking services, and life, total and permanent disablement, trauma/critical illness/recovery, partnership, and key person insurance products income protection services.
Additionally, it provides investment products; and home and investment loans and refinancing. Formerly known as MDS Financial Group Limited, the company rebranded as Sequoia Financial Group Limited in December 2015. The company is based in Melbourne, Australia.