Sequoia (ASX: SEQ) — Stock Profile

Sequoia Financial Group Limited is an integrated financial services company serving retail and wholesale clients as well as third-party professional service firms across Australia. The company operates through two segments, Licensee and Adviser Services, which supports financial planners and advisors with licensee services, personal and general financial planning advice, equity capital markets support, mergers and acquisitions advice, corporate access, and investor relations services for listed and private companies, and Legal and Administration Services, which acts as a service provider to accountancy firms, dealer groups, financial planning practices, law firms, and direct trustees.

Within its Legal and Administration Services segment, the company delivers a broad range of SMSF services covering bare trust arrangements, mailbox services, bookkeeping, financials preparation, auditing, and taxation lodgement. Sequoia also provides stockbroking services, a suite of insurance products including life, total and permanent disablement, trauma and critical illness, partnership, and key person cover, along with income protection, investment products, and home and investment loan and refinancing solutions. The company was formerly known as MDS Financial Group Limited, adopting its current name in December 2015, and is headquartered in Melbourne, Australia.