Sequoia Financial Group

Q: What is Sequoia Financial Group's company size?

Sequoia financial group has 51 - 200 people working.

Financial Services

Specialities :

Smsf administration

Wealth management

Asset management

Superannuation

Insurance

+12

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

Sequoia Financial Group Limited (ASX: SEQ) is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of third-party professional service firms. We provide: Investment and superannuation products Wealth management and advisory services Corporate advisory and capital markets expertise Retail, wholesale and institutional trading platforms Market data and financial news services Our group includes: Sequoia Superannuation Sequoia Specialist Investments Sequoia Wealth Management Sequoia Asset Management Sequoia Family Office Finance News Network Sequoia Corporate Finance InterPrac Financial Planning Sequoia Financial Advice DocsCentre, CastleCorp and PantherCorp Docscentre Legal Constitute Sharecafe Corporate Connect Sequoias mission is to become the premier financial services brand in Australia. To achieve this, we must have core values that is expected from the community that seeks our servic...

Contact Information

Melbourne , Victoria , Australia

scottbeeton@sequoia.com.au

sequoia.com.au

Sequoia Financial Group Org Chart

Sequoia Financial Group

(Financial Services)

51 - 200

View Email

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Employees

Total Employees:
43

Top Contacts:
1

C-Level 0	VP - Level-
Director-	Manager1
Others45

Employees Working At Sequoia Financial Group

Hamish McCathie

Director

Lisa Fazio

Head of Sequoia Financial Advice

Jed Bertalli

Head of Sequoia Financial Media

Sharon Walker

Queensland State Manager

Jonathan Trapnell

Licensee Marketing Manager

Sequoia Financial Group Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@sequoia.com.au
<first><last>@	JohnSmith@sequoia.com.au
<first>@	John@sequoia.com.au

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Tampa, FL	workflow, communication, integrity, financial, collaboration, client service
Build & Release	Tampa, FL	workflow, communication, integrity, financial, collaboration, client service
CRM Implementation	Tampa, FL	workflow, communication, integrity, financial, collaboration, client service
Digital Transformation	Tampa, FL	workflow, communication, integrity, financial, collaboration, client service
Microsoft Technologies	Tampa, FL	workflow, communication, integrity, financial, collaboration, client service

Trigger

intent

Sequoia Financial Group looking to hire in Build & Release in 3500 Embassy Parkway, Akron, OH 44333

intent Dec 11, 2024 Dec 11, 2024

intent

Sequoia Financial Group looking to hire in CRM Implementation in 3500 Embassy Parkway, Akron, OH 44333

intent Dec 11, 2024 Dec 11, 2024

intent

Sequoia Financial Group looking to hire in Digital Transformation in 3500 Embassy Parkway, Akron, OH 44333

intent Dec 11, 2024 Dec 11, 2024

Tech Stack Used By Sequoia Financial Group

A quick view of products employed by Sequoia Financial Group

Aws

Marketo

Excel

Grads

Microsoft office

List of technologies used by Sequoia Financial Group

Client service

Collaboration

Communication

Customer service

Document delivery

Languages Used By Sequoia Financial Group

OS Used By Sequoia Financial Group

Integrity Scope

Jobs at Sequoia Financial Group

Hiring 2024-11-29 13:20:17

Client Service Associate

Tampa, FL

DescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartere...

Frequently Asked Questions About Sequoia Financial Group

What does Sequoia financial group do?+

What are Sequoia financial group's specialties? +

Smsf administration,wealth management,asset management,superannuation,insurance,specialist investments,trading,smsf,financial planning,family office,professional services,legal document business,insurance broking ,stockbroking and clearing ,home loans,finance news,and research