About

Sequoia Direct is a registered trading name of Sequoia Wealth Management Pty Ltd (ABN 22 002 314 310) a subsidiary of ASX listed Sequoia Financial Group Ltd (ASX: SEQ)

Sequoia Direct is a boutique online trading company, arranging execution-only services for self-directed investors wishing to buy or sell ASX equities, warrants and options. Most of our clients sign up to our premier online ASX share and option trading service, where others, use our service to gain access to various investment opportunities such as IPOs & capital raising opportunities.

Our Licensee, Sequoia Wealth Management Pty Ltd, is an investment services firm and holder of an Australian Financial Services Licence (AFSL 472387). Their team of experts provide general advice on portfolio management, SMSFs, direct shares, superannuation, structured products, option trading, personal insurance, margin lending and cash solutions.

Please see below Sequoia Direct’s sister companies:

Sequoia Wealth Management

Sequoia Wealth Management is an holder of an Australian Financial Services Licence who’s aim is to prove exceptional unbiased advice to high net wealth individuals, families and institutional investors.

Our team of diverse experts provide provides strategic and tailored investment advice to our clients. We specialise advising our clients on portfolio management, SMSFs, direct shares, superannuation, structured products, option trading, personal insurance, margin lending cash solutions and much more.

Our services are designed for individuals and family offices all seeking unbiased financial and strategic structuring advice.

Sequoia Corporate Finance

Sequoia Corporate Finance is a leading Australian small and mid-market adviser. We apply our knowledge, extensive contacts, expertise and professionalism to deliver best-practice, objective advice in the following disciplines:

Public market M&A
Private treaty M&A
Equity capital markets
Capital management and restructuring
Corporate and strategic advice

Sequoia Corporate Finance’s clients include successful domestic and multi-national corporations, emerging growth companies, private equity sponsors and family-owned and entrepreneur-led businesses. We are rigorous in our working practices, ensuring compliance, confidentiality and protection of our client’s business.

Further details on our key services are as follows:

Public market M&A includes:
- Advising bidders on takeovers
- Advising joint parties on mergers and Schemes
- Advising targets on takeover defence
Private treaty M&A involves:
- Buyside advisory, including scope and analysis; strategy; negotiation; due diligence; capital management and acquisition finance
- Divestments and confidential process, including full or partial selldown, management buyouts and private equity transactions
- Facilitating joint ventures and strategic alliances
Equity capital markets transactions include:
- Initial Public Offerings
- Backdoor Listings
- Secondary issues
- Market sell-downs
Capital management and restructuring includes:
- Debt refinance
- Equity-linked and hybrid capital transactions
- Restructuring minority interests and shareholder register management

Sequoia Asset Management

Sequoia Asset Management (SAM) is an investment services firm and holder of an Australian Financial Services Licence. Our team of experts provide general advice on portfolio management, SMSFs, direct shares, superannuation, structured products, option trading, personal insurance, margin lending and cash solutions.

Sequoia Specialist Investments

Since 2010 Sequoia Specialist Investments (SSI) has been building innovative investment solutions for Australian investors. SSI works with investors, financial advisers & stockbrokers to develop and deliver investment solutions that meet the needs and objectives of their clients.

Over the years we have developed numerous investments opportunities that give investors access to both local and foreign shares and indices that offer income and capital growth potential.

SSI can also offer a variety of solutions for professional advisers where we provide whitelable solutions for groups that want to retain their own branding.

Sequoia Superannuation

Sequoia Superannuation (SS) provides a complete solution to the SMSF market, designed specifically for anyone that has or wants a SMSF.

Sequoia Superannuation also provides SMSF solutions to Financial Planners, Stock Brokers, Mortgage Brokers and Accountants Australia wide.

Our uniqueness

The services of Sequoia Superannuation are provided through various means to the end users, through a complete badged solution for finance professionals and their clients to direct reporting to trustees and members.

It is the experience and dedication of Sequoia Superannuation in the SMSF field and the core value of superior customer service which separates Sequoia Superannuation from its competitors.

Our key driver

The key driver that Sequoia has been built on is that of superior customer service combined with up to date technical knowledge of the superannuation legislation.

Sequoia performs all work in Australia and maintains strong relationships with preferred suppliers of financial services throughout Australia, including but not limited to;

Mortgage Brokers
Stock Brokers
Financial Advisers
Accounting and taxation advisers

Finance News Network

Finance News Network (FNN) is a wholly owned (100%) subsidiary of Sequoia Financial Group. FNN is an independent news organisation that specialises in both the production and distribution of financial news content, digital communications and productions services to ASX-Listed companies and managed funds. Annually FNN produces more than 3000 video news items and is one of the largest suppliers of wholesale online finance video in the country.