About

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 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 (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.

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.

Morrison Securities provides seamless and cost effective third party stock broking execution solutions to AFSL holders such as financial planners, financial advisers, banks, building societies and trading educators.

Morrison Securities has been providing white labelled trading solutions to Broker Dealers (Shadow Broker) since 2007. We assist broker dealer groups in providing a superior product to their clients by offering a wholesale broking solution and a comprehensive range of white-label products.

Our Broker Dealer team has the right combination of technologies, experience and market knowledge necessary to fuel the growth of our clients’ businesses.

With Morrison Securities as your broker, you can streamline your business operations or expand your service offerings, while benefiting from the experience and support of our professional team.

Whats Available

• A full white label solution including trading software, applications and client-facing documentation branded with your company logo.
• Unlimited access to the Morrison Securities trading desk & BDM team staffed by friendly and qualified professionals with vast expertise in both equities, ETOs & running financial service businesses.
• A dedicated transition team to take the strain out of moving your business, and to guide you each step of the way.
• Support for all CMTs and margin lending products.
• Optional Direct Market Access (DMA) facilities so you can place and manage orders directly via our IRESS trading platform.

Our primary focus is providing execution brokerage services to financial planners and financial advisers.

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.

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.

The easy choice for client-focussed and accountant-aligned financial planners to deliver superior integrated and practical solutions.

Leading the way in developing insurance solutions specifically for accountants and providing you tailored cover at a competitive premium.

Superior rates for vehicle & equipment finance and property & business loans through our wide range of lenders.

Complete and innovative back-office SMSF administration solutions for accountants and financial planners.

Specialists in establishing Companies, Trusts and Super Funds with dedicated service and support to accountants and financial planners.

For accountants and planners; everything you need in one account. A better way to manage your clients’ super, investments and insurances.