Sequoia Financial Group Ltd. · ASX:SEQ
Sequoia Financial — Investor Presentation (October 2024)
8 slides from Sequoia Financial's investor presentation, Oct 30, 2024
Slide 1: Investor Presentation
For personal use only Investor Presentation Presenter GARRY CROLE MD / CEO October 30 2024 Sequoia Financial Group | 1
Slide 2: FY24 Result highlights
FY24 Result highlights For personal use only Operating Revenue NPAT2 profit1 $124.6m $8.7m $24.0m Operating DPS Net cash cashflow3 $4.8m 4.5 CPS $16.8m (normal ) 1. Operating profit (normalised EBITDA) excludes non-operating items 2. Includes gains on sale of Morrison Securities Sequoia Financial Gr
Slide 3: Sequoia has two major business divisions
Sequoia has two major business divisions For personal use only Licensee and Adviser Services Legal and Administration Services Client Accounting firms Client Financial Planners Products & New legal Services structures (Co Products & Licence hire and incorporation, Services support services SMSF, Tru
Slide 4: Legal and Administration Services
Legal and Administration Services Growth through consolidation , For personal use only scale and offering $m Revenue EBITDA • Margin improvement of 55% 10 9.3 driven by technology, scale 9 and successful integration. 7.7 8 • SEQ has ~10% market share in a 7 highly fragmented industry, providing cons
Slide 5: Licensee and Adviser Services
Licensee and Adviser Services Growth in Advisors, Revenue and Operating Margin For personal use only $m Revenue EBITDA 120 • One of only 3 larger licensee 113 firms that increased advisor numbers in FY 2024 despite 100 89.3 overall financial planner numbers falling significantly . 80 • Investing to
Slide 6: Looking Forward
For personal use only Looking Forward Sequoia Financial Group | 6
Slide 7: Strategic Review Progress
Strategic Review Progress • Since reporting of FY 2024 results, the business has continued to actively streamline operations For personal use only divesting 3 non - core businesses Informed Investor , Corporate Connect and Taking Control in this half year . • Has further Invested in technology that
Slide 8: Questions
For personal use only Questions garrycrole@sequoia.com.au www.sequoia.com.au
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