Company Sequoia Financial Group Limited

Equities

SEQ

AU000000SEQ3

Investment Management & Fund Operators

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Market Closed - Australian S.E. Other stock markets 11:56:59 2024-05-21 pm EDT			5-day change	1st Jan Change
0.515 ^AUD	-2.83%		-2.83%	-8.04%

10:57am	Sequoia Financial Group Extends Buyback Program	MT
May. 16	Sequoia Financial Group Applies With Takeovers Panel on General Meeting Resolutions for Director Removal; Shares Down 4%	MT

Sequoia Financial Group Ltd is an integrated financial services company. The Companyâs principal activity is to provide a range of services to financial planners, stockbrokers, self-directed investors, superannuation funds and accountants that allow them to offer wealth management solutions to their customers. Its segments include Sequoia Licensees Services Group, Sequoia Professional Services Group, Sequoia Equity Markets Group and Sequoia Direct Investment Group. The Sequoia Licensees Services Group specializes in providing the adviser market a full-service licensing and support services. The Sequoia Professional Services Group provides services to intermediaries, including licensed advisers, accountants, and lawyers. The Sequoia Equity Markets Group provides services to licensed advisers, self-directed investors, and superannuation funds. The Sequoia Direct Investment Group provides a range of media services, research, and general advice to self-directed investors.

AUD in Million	2022	Weight	2023	Weight	Delta
Sequoia Licenses Services 73.3 %	64	43.3 %	72	73.3 %	+13.31%
Sequoia Equity Markets 14.6 %	70	47.6 %	14	14.6 %	-79.48%
Sequoia Professional Services 8.6 %	11	7.5 %	8	8.6 %	-22.96%
Sequoia Direct Investment 3.0 %	3	1.7 %	3	3.0 %	+16.23%
Head Office 0.5 %	0	0.0 %	0	0.5 %	-1,253.19%

AUD in Million	2022	Weight	2023	Weight	Delta
Australia 100.0 %	147	100.0 %	98	100.0 %	-33.14%

Managers	Title	Age	Since
Garry Crole CEO	Chief Executive Officer	59	16-11-17
Lizzie Tan DFI	Director of Finance/CFO	-	20-04-22
Mark Hutchinson CMP	Compliance Officer	-	23-08-20
Martin Morris COO	Chief Operating Officer	-	23-08-20
Justin Harding LAW	General Counsel	-	-
Sally McDow SEC	Corporate Secretary	-	22-12-22

Members of the board	Title	Age	Since
Charles Sweeney CHM	Chairman	-	19-02-28
Garry Crole CEO	Chief Executive Officer	59	16-11-17
Kevin Pattison BRD	Director/Board Member	-	19-02-04

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	131,838,431	71,023,498 ( 53.87 %)	0	53.87 %

Name	Equities	%	Valuation
Cojones Pty Ltd. 16.19 %	21,236,424	16.19 %	7 M $
Garry Crole 9.349 %	12,263,170	9.349 %	4 M $
Unrandom Pty Ltd. 9.129 %	11,974,738	9.129 %	4 M $
Acorn Capital Ltd. 7.945 %	10,421,640	7.945 %	3 M $
Huntley Group Investments Pty Ltd. 3.209 %	4,210,000	3.209 %	1 M $
Toclo Investments Pty Ltd. 2.718 %	3,564,894	2.718 %	1 M $
Neil Clifford Duncan 2.171 %	2,847,472	2.171 %	952 252 $
John Larsen 1.685 %	2,210,979	1.685 %	739 396 $
DMX Capital Partners Ltd. 1.525 %	2,000,000	1.525 %	668 840 $
Peter Stirling 1.525 %	2,000,000	1.525 %	668 840 $

Sequoia Financial Group Ltd.

7 Macquarie Place Level 7

2000, Sydney

http://www.sequoia.com.au

address Sequoia Financial Group Limited(SEQ)

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	1st Jan change	Capi.
SEQUOIA FINANCIAL GROUP LIMITED	-8.04%	46.46M
BLACKROCK, INC.	-1.17%	120B
UBS GROUP AG	+5.79%	97.54B
BROOKFIELD CORPORATION	+14.52%	69.04B
APOLLO GLOBAL MANAGEMENT, INC.	+21.20%	65.26B
BANK OF NEW YORK MELLON CORPORATION (THE)	+12.96%	44.18B
AMERIPRISE FINANCIAL, INC.	+15.08%	43.11B
3I GROUP PLC	+19.70%	36.3B
T. ROWE PRICE GROUP INC.	+10.01%	26.27B
STATE STREET CORPORATION	-1.07%	23.22B

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