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Sequoia Financial Group Ltd.
(Sydney:SEQ)
Sequoia Financial Group Ltd. (SEQ) vs. iShares MSCI Australia ETF (EWA)
Sequoia Financial Group Ltd. Business Overview & Revenue Model
Sequoia Financial Group Ltd. Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 119.00M | 119.00M | 124.55M | 98.50M | 110.37M | 116.46M |
| Gross Profit | 119.00M | 119.00M | 26.21M | 98.54M | 29.19M | 31.01M |
| EBITDA | 14.24M | 9.89M | 2.43M | 4.61M | 9.78M | 11.20M |
| Net Income | 3.23M | 3.23M | 23.99M | -2.63M | 5.71M | 5.55M |
Balance Sheet | ||||||
| Total Assets | 73.04M | 73.04M | 79.39M | 135.74M | 135.85M | 142.41M |
| Cash, Cash Equivalents and Short-Term Investments | 4.35M | 4.35M | 21.97M | 10.89M | 38.20M | 34.64M |
| Total Debt | 4.59M | 4.59M | 704.64K | 4.18M | 2.93M | 16.37M |
| Total Liabilities | 24.55M | 24.55M | 22.71M | 92.69M | 87.48M | 101.29M |
| Stockholders Equity | 48.49M | 48.49M | 56.68M | 43.04M | 48.38M | 41.12M |
Cash Flow | ||||||
| Free Cash Flow | 4.05M | 4.05M | -5.29M | -6.02M | 9.17M | 14.03M |
| Operating Cash Flow | 6.15M | 6.15M | -4.82M | -5.59M | 9.54M | 16.73M |
| Investing Cash Flow | -9.31M | -9.31M | 5.16M | 3.35M | -5.94M | -3.41M |
| Financing Cash Flow | -11.42M | -11.42M | -13.69M | -2.08M | -1.64M | -1.63M |
Sequoia Financial Group Ltd. Technical Analysis
Sequoia Financial Group Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
61 Neutral | AU$51.33M | 11.03 | 15.13% | 4.83% | 16.64% | 19.30% | |
60 Neutral | AU$72.62M | 13.51 | 15.40% | 8.57% | 13.65% | -33.93% | |
58 Neutral | AU$35.53M | 11.10 | 6.14% | 14.04% | -0.40% | ― | |
56 Neutral | AU$353.67M | 47.58 | 4.50% | ― | 0.63% | ― | |
55 Neutral | AU$59.56M | 12.57 | 8.35% | 7.38% | 21.16% | 47.24% | |
51 Neutral | AU$33.09M | 58.82 | 2.42% | 2.08% | 18.17% | ― |
Sequoia Financial Group Ltd. Corporate Events
Sequoia Financial Group Limited has announced the appointment of Ms. Chen as Executive Director. Her remuneration package includes up to A$480,000 annually, with incentives tied to corporate finance, APAC funds management, and financial planning, reflecting the company’s strategic focus on these areas.
Sequoia Financial Group Ltd has announced a change in the director’s interest, specifically regarding Garry Peter Crole. The change involves the acquisition of 100,000 fully paid ordinary shares through an on-market trade, increasing Mr. Crole’s direct shareholding. This transaction reflects a strategic move by the director, potentially signaling confidence in the company’s future performance.
Sequoia Financial Group Ltd has announced the cessation of 1,000,000 ordinary fully paid securities through an on-market buy-back, effective November 17, 2025. This move is part of the company’s capital management strategy, potentially impacting its market position by reducing the number of shares outstanding, which could influence shareholder value and market perception.
Sequoia Financial Group Limited has announced the appointment of Sophie Chen as a director, effective from November 24, 2025. Sophie Chen holds 1,684,316 fully paid ordinary shares in the company, indicating a significant personal investment in Sequoia Financial Group. This appointment may influence the company’s strategic direction and governance, potentially impacting its market position and stakeholder interests.
Sequoia Financial Group Ltd. has appointed Ms. Sophie Chen as Executive Director to lead the company’s Asia Pacific strategy. Her role will involve expanding the company’s existing businesses and fostering cross-border growth initiatives. The board believes her leadership will enhance Sequoia’s capabilities, and she will receive performance-based incentives tied to strategic growth and shareholder value.
Sequoia Financial Group Ltd has acknowledged that the proceedings initiated by the Australian Securities and Investments Commission (ASIC) against its subsidiary, InterPrac Financial Planning Pty Ltd, are likely to have a material impact on the company’s securities. The company became aware of the proceedings on November 13, 2025, and promptly took steps to pause trading and assess the situation. This development could affect Sequoia’s market positioning and stakeholder confidence.
Sequoia Financial Group Ltd. announced the results of its Annual General Meeting, where three out of four resolutions were passed by the required majority. The resolutions included the adoption of the Remuneration Report, the election of Kevin Pattison as a director, and the approval of a 10% Placement Facility. The passing of these resolutions reflects shareholder support for the company’s strategic decisions and governance, although one resolution did not pass, indicating some level of dissent among stakeholders.
Sequoia Financial Group Ltd. reported its financial results for the fiscal year 2025, highlighting a revenue of $124.1 million and an operating profit of $9.9 million. The company also noted a net profit after tax of $3.2 million and operating cash flow after tax of $6.1 million. These results reflect the company’s financial health and operational efficiency, with a focus on maintaining a strong cash and investment position of $20.3 million, despite a dividend payout of $4.95 million.
Sequoia Financial Group Limited reported a steady revenue of $124 million and a 14% increase in EBITDA for FY25, attributing success to business simplification and strategic investments in technology and adviser support. Despite facing an ASIC investigation and platform access challenges with Netwealth and Macquarie, the company remains confident in its governance and operational momentum. Sequoia continues to focus on disciplined capital management, delivering dividends while maintaining flexibility for future investments. The company aims to leverage rising demand for quality financial advice and regulatory changes to strengthen its market position.
Sequoia Financial Group Ltd has announced a daily buy-back of its ordinary fully paid securities, with a total of 1,000,000 securities bought back on the previous day. This move is part of an ongoing strategy to manage the company’s capital structure and could potentially enhance shareholder value by reducing the number of shares outstanding.
Sequoia Financial Group Ltd. announced that its subsidiary, InterPrac Financial Planning Pty Ltd., is facing civil penalty proceedings initiated by ASIC in the Federal Court. The proceedings relate to historical conduct involving former representatives and their investment recommendations. InterPrac plans to defend the allegations, asserting compliance with the Corporations Act, and emphasizes that the issue does not impact its current operations or commitment to clients.
Sequoia Financial Group Ltd has appointed Ms. Sophie Chen as an Executive Director, effective November 24, 2025. With over 15 years of experience in financial advising and leadership in cross-border wealth management, Ms. Chen will accelerate Sequoia’s APAC strategy, which aims to enhance its Family Office, Wealth Management, and Corporate Advisory businesses. This strategic move is expected to position Sequoia for sustained growth and disciplined capital management, while the company realigns its organizational structure to seize new opportunities without affecting current performance.
Sequoia Financial Group Ltd has announced its 2025 Annual General Meeting (AGM) scheduled for November 20, 2025, at the Evergreen Room in Melbourne. The meeting will be available as a one-way live video stream for shareholders unable to attend in person, although voting and Q&A participation will not be possible through the stream. Shareholders are encouraged to register in advance and submit proxy votes prior to the meeting date.
Sequoia Financial Group Ltd has announced a new on-market buy-back of its ordinary fully paid shares, as indicated by the ASX security code SEQ. This move could potentially impact the company’s stock valuation and market perception by reducing the number of shares available in the market, thereby possibly increasing the value of remaining shares.
Sequoia Financial Group Ltd has announced the reinstatement of its on-market share buy-back program, allowing the company to repurchase up to 10% of its issued ordinary shares over the next 12 months. This move, funded from existing cash reserves, aims to enhance shareholder value through proactive capital management, although the actual number of shares purchased will depend on market conditions and other factors.