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Home CompaniesSequoia Financial Group Ltd

Sequoia Financial Group Ltd

Financial Services Financial Conglomerates
PortfolioPortfolio WatchlistWatchlist
Company price
0.048 AUD 0.00(0%)
Last update at 2026-11-06T04:08:00Z
VOLUME
1099994
Market Cap
5.88M

Momentum Score

…

Sequoia Financial Group Limited, an integrated financial services company, provides products and services to retail and wholesale clients, and third-party professional service firms in Australia. It operates in two segments, Sequoia Licensee and Adviser Services Group; and Sequoia Legal and Administration Services Group. The company offers licensee services to financial planners and stockbrokers, and employed salary advisers who offer personal and general advice to wholesale and retail investors; and corporate finance services and private investment banking services. It also provides legal advice relating to superannuation set-up, administration, and legal services to accountancy firms, dealer groups, financial planning, law firms, and direct trustees. In addition, the company offers SMSF services, such as bare trust, mailbox service, bookkeeping, financials preparation, auditing services, and SMSF taxation lodgment; stockbroking services; and investment products. Further, it provides legal document services; corporate financing services comprising equity capital, corporate and strategic advice, mergers and acquisition, and mergers and acquisition buy side; and bespoke white label solutions for businesses and individuals. The company was formerly known as MDS Financial Group Limited and changed its name to Sequoia Financial Group Limited in December 2015. The company was founded in 2000 and is based in Melbourne, Australia.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
0.05
Low
0.05
High
52 Week Price Range
0.04
Low
0.29
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Public information on Sequoia Financial Group Ltd is limited; it appears to be a small Australian financial services firm offering broking and corporate advisory. Long-term growth may be supported by higher capital markets activity and corporate transaction volumes that could increase fee-based revenue.

Key risks include small-cap liquidity and scale, sensitivity to cyclical capital markets and deal volumes, regulatory and execution risk, and limited public disclosure that investors should monitor.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
0.05
Dividend Yield
-
Revenue TTM
99.91M
Revenue Per Share
0.81
Gross Profit TTM
23.02M
Debt / Equity
0.07
ROE
-20.30%
Net Debt
0.92M
ROCE
-16.08%
Diluted EPS TTM
-0.07

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax -8.68M 5.85M -1.46M -2.45M 8.63M
Net income -8.58M 3.23M 23.99M -2.63M 5.71M
Selling general administrative - 4.19M 17.32M 16.93M 22.61M
Selling and marketing expenses - 0.52M 0.49M 0.40M 0.31M
Gross profit 20.58M 119.00M 26.21M 97.59M 145.60M
Reconciled depreciation - 3.38M 3.78M 3.59M 3.39M
Ebit -8.43M 6.51M -1.35M -0.62M 8.76M
Ebitda -6.53M 9.89M 2.43M 2.97M 12.15M
Depreciation and amortization 1.90M 3.38M 3.78M 3.59M 3.39M
Operating income 2.46M 9.86M 4.74M -0.62M 8.76M
Other operating expenses 102.98M 109.14M 119.81M 97.48M 138.34M
Interest expense 0.25M 0.01M 0.12M 0.14M 0.13M
Tax provision - 2.62M 1.68M 1.50M 2.92M
Interest income - 0.38M 0.92M 0.18M 0.02M
Net interest income - 0.21M 0.74M -0.18M -0.21M
Extraordinary items - 0.00M 27.14M 1.32M 1.75M
Income tax expense -0.10M 2.62M 1.68M 1.50M 2.92M
Total revenue 105.44M 119.00M 124.55M 97.59M 145.60M
Total operating expenses 18.11M 109.14M 2.27M 97.48M 138.34M
Cost of revenue 84.87M 99.26M 98.34M 0.01M 23.04M
Total other income expense net -11.14M -4.01M -6.21M -2.37M -0.13M
Discontinued operations - - - 1.32M 1.75M
Net income from continuing ops - 3.23M -3.14M -3.95M 5.71M
Net income applicable to common shares - 3.23M 23.99M -2.63M 5.71M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 53.14M 73.04M 79.39M 135.74M 135.70M
Intangible assets 9.22M 10.02M - 15.22M 18.10M
Other current assets - 5.48M -25.75M 21.40M 6.66M
Total liab 17.16M 24.55M 22.71M 92.69M 87.32M
Total stockholder equity 35.99M 48.49M 56.68M 43.04M 48.38M
Deferred long term liab - - - 1.02M 2.79M
Other current liab - 0.45M -0.38M 76.28M 16.33M
Common stock 48.67M - 51.59M 53.87M 54.49M
Capital stock - 48.89M - 53.87M 54.49M
Retained earnings -13.22M -0.95M 4.53M -11.64M -6.83M
Other liab - - - 4.16M 11.20M
Good will - 5.76M - 16.76M 17.56M
Other assets - - 79.39M 12.76M 16.57M
Cash 1.61M 4.35M 16.83M 9.39M 36.61M
Cash and equivalents - - - 9.39M 36.61M
Total current liabilities 0.72M 13.30M 0.38M 84.15M 67.71M
Current deferred revenue - - - 4.50M 8.91M
Net debt 0.92M - -16.13M -5.21M -33.68M
Short term debt 0.72M - 0.38M 1.49M 1.40M
Short long term debt - 0.81M - 0.50M 0.49M
Short long term debt total 2.53M - 0.70M 4.18M 2.93M
Other stockholder equity - - - 0.81M 0.72M
Property plant equipment - - - 2.48M 3.04M
Total current assets 6.12M 34.49M - 88.00M 80.35M
Long term investments - 10.70M - 0.59M 0.08M
Net tangible assets - - - 11.06M 12.57M
Short term investments - 16.05M - 1.49M 1.59M
Net receivables 4.50M 1.79M 8.91M 9.31M 31.30M
Long term debt - - - 1.75M 0.00M
Inventory - - - 46.40M 0.03M
Accounts payable - 0.61M - 1.88M 41.07M
Accumulated other comprehensive income 0.55M - 0.55M 0.81M 0.72M
Non currrent assets other 2.98M 1.08M -3.31M 2.71M 10.57M
Non current assets total 47.03M 38.55M 5.82M 47.74M 55.34M
Capital lease obligations - 3.16M - 1.94M 2.44M
Long term debt total - - - 2.70M 1.53M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments - -9.31M 5.16M 3.35M -5.94M
Change to liabilities - - - -26.03M -5.45M
Total cashflows from investing activities 1.63M -9.31M 5.16M 3.35M -5.94M
Net borrowings - 0.81M -2.25M 0.72M -0.72M
Total cash from financing activities -5.58M -11.42M -13.69M -2.08M -2.62M
Change to operating activities - - - 20.39M 2.38M
Net income -8.58M 3.23M -3.14M -2.63M 5.71M
Change in cash -2.74M -12.48M 7.44M -27.22M 1.96M
Begin period cash flow 4.35M 16.83M 9.39M 36.61M 34.64M
End period cash flow 1.61M 4.35M 16.83M 9.39M 36.61M
Total cash from operating activities 1.22M 6.15M -4.82M -28.48M 9.10M
Issuance of capital stock - - 0.40M - 0.53M
Depreciation 1.90M 3.38M 3.78M 3.59M 3.39M
Other cashflows from investing activities -0.32M -7.20M -4.34M 3.89M -4.03M
Dividends paid 3.70M 8.71M 7.98M 2.17M 1.16M
Change to inventory - - - 0.03M 0.01M
Change to account receivables 2.27M 1.83M -6.12M -10.63M 3.31M
Sale purchase of stock -0.22M -2.70M -2.82M -0.62M -0.29M
Other cashflows from financing activities -0.85M - -1.05M -1.04M -0.89M
Change to netincome - - - 3.86M 0.90M
Capital expenditures 0.32M 2.10M 0.47M 0.54M 1.90M
Change in working capital -0.17M 0.96M -8.12M -28.92M -1.30M
Stock based compensation - - 0.04M 0.09M 0.20M
Other non cash items 8.06M -1.43M -0.48M 5.09M -9.10M
Free cash flow 0.90M 4.05M -5.29M -0.54M 7.19M

Peer Comparison*

Sector: Financial Services Industry: Financial Conglomerates

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
SEQ
Sequoia Financial Group Ltd		 -
-%		 0.05 - 16.05 0.06 0.15 0.01 0.12
AMP
AMP Ltd		 0.01
0.45%		 2.22 27.63 17.99 1.87 1.38 36.99 18.05
KSL
Kina Securities Ltd		 -
-%		 1.06 7.57 - 1.88 1.43 1.96 -
INV
Investsmart Group Ltd		 -0.01
8.70%		 0.10 - - 1.61 0.04 1.67 -5.50

Profile*

Sequoia Financial Group Ltd

Sequoia Financial Group Limited, an integrated financial services company, provides products and services to retail and wholesale clients, and third-party professional service firms in Australia. It operates in two segments, Sequoia Licensee and Adviser Services Group; and Sequoia Legal and Administration Services Group. The company offers licensee services to financial planners and stockbrokers, and employed salary advisers who offer personal and general advice to wholesale and retail investors; and corporate finance services and private investment banking services. It also provides legal advice relating to superannuation set-up, administration, and legal services to accountancy firms, dealer groups, financial planning, law firms, and direct trustees. In addition, the company offers SMSF services, such as bare trust, mailbox service, bookkeeping, financials preparation, auditing services, and SMSF taxation lodgment; stockbroking services; and investment products. Further, it provides legal document services; corporate financing services comprising equity capital, corporate and strategic advice, mergers and acquisition, and mergers and acquisition buy side; and bespoke white label solutions for businesses and individuals. The company was formerly known as MDS Financial Group Limited and changed its name to Sequoia Financial Group Limited in December 2015. The company was founded in 2000 and is based in Melbourne, Australia.

555 Collins Street, Melbourne, VIC, Australia, 3000

61 2 8114 2288

https://www.sequoia.com.au

120

Name Title Year Born
Mr. Garry Peter Crole MD, CEO & Exec. Director 1963
Ms. Lizzie Tan CFO & Joint Company Sec. NA
Mr. Craig Bradley Foley Chief Information Officer NA
Mr. Matthew Wilson Head of Strategy & Marketing and Head of Sequoia Direct Investment Group NA
Mr. Alistair Warren Head of Broker Dealer Services NA
Mr. William Slack Head of Sequoia Equity Markets Group NA
Mr. Brent Jones Head of Sequoia Professional Services Group NA
Mr. Wayne Sanderson Head of Research NA
Ms. Rebecca Weir Joint Company Sec. NA
Mr. Garry Peter Crole MD, CEO & Executive Director 1963

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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