GARRY CROLE

Financial planning

In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM....

Financial planning

Sequoia shareholders are due to hold a vote regarding the removal of chief executive Garry Crole and are looking to appoint the chair of a rival licensee in his place on ...

Financial planning

Sequoia chief executive, Garry Crole, has ruled out acquiring another licensee to grow its numbers and instead hopes to benefit from advisers switching licensees. ...

Financial planning

Sequoia has reported an “abnormally high” NPAT increase of more than 4,000 per cent on the previous year, while reporting strong tailwinds for its licensee division and a...

People & Products

Sequoia has completed the sale of 80 per cent of Morrison Securities to Sydney technology company, New Quantum Holdings. ...

Financial planning

Sequoia has agreed to acquire two advice firms for $3.15 million, expected to complete by the end of this month. ...

Financial planning

The wealth manager has acquired a 20 per cent stake in Euree Asset Management, a new firm headed by former AFL player James Hird, which will soon launch three fund option...

Financial planning

Sequoia Financial Group has reported net profit after tax to increased to $2.6 million from $1.7 million for the half year ended 31 December, 2021....

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People & Products

The group has announced the appointment of three key executives to support its frontline services to its national advice network....

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Top 100

Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...

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Financial planning

Although the industry continues to lose advisers, this week’s data from HFS Consulting has shown that the losses were lower compared year-on-year. ...

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Financial planning

Publicly-listed financial services group, Sequoia may have just acquired Libertas Financial Planning but it is ready to offload businesses that don’t meet its return on e...

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Financial planning

Sequoia Financial Group has announced the acquisition of national licensee Libertas Financial Planning....

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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

17 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

17 hours 31 minutes ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago