Appendix 4E and Annual Report 2025
| Stock | Sequoia Financial Group Ltd (SEQ.ASX) |
|---|---|
| Release Time | 28 Aug 2025, 9:34 a.m. |
| Price Sensitive | Yes |
Sequoia Financial Group Ltd Annual Report 2025
- Simplified business model with two scalable divisions: Licensee & Adviser Services, and Legal & Administration Services
- Strengthened governance and compliance with new independent committee chaired by former ASIC Commissioner
- Investing in technology, data analytics, and adviser platforms to improve scalability and client experience
Sequoia Financial Group Limited (Sequoia) continued to make significant progress in FY25, simplifying its business model and strengthening governance and compliance. The company is now structured around two scalable divisions: Licensee & Adviser Services, and Legal & Administration Services. By exiting five non-core businesses, Sequoia reduced complexity without losing momentum. Revenue remained steady at $124.1 million, and EBITDA rose 13.7% to $9.9 million, driven by strong margin discipline and investment portfolio gains. Sequoia took decisive action to enhance its governance, establishing a new independent AFSL Governance Committee chaired by former ASIC Commissioner Danielle Press. The company also increased investment in technology, including compliance monitoring, data analytics, and adviser platforms, to improve scalability, transparency, and the client and adviser experience. Sequoia remains committed to driving value for shareholders, providing fully franked dividends of 4.0 cents per share. Looking ahead, the company is well-positioned to capitalize on strong industry tailwinds, with a focus on expanding adviser numbers, growing the salaried advice businesses, and pursuing strategic, accretive acquisitions.
Sequoia Financial Group is targeting double-digit organic growth in FY26, with a focus on expanding adviser numbers, growing the salaried advice businesses, and pursuing strategic, accretive acquisitions.
The demand for financial advice continues to rise, even as adviser numbers fall nationally. This shift strengthens Sequoia's market position and validates its long-term strategy. The company is well-positioned to capitalize on these industry tailwinds and deliver continued value to all stakeholders.