Sequoia Financial Group Ltd. · ASX:SEQ
Sequoia Financial — H1 FY2022 Earnings Presentation
13 slides from Sequoia Financial's earnings presentation, Feb 17, 2022
Slide 1: 2022 Half Year Results Presentation
For personal use only 2022 Half Year Results Presentation Garry Crole, Managing Director and CEO 17 February 2022
Slide 2: Disclaimer
Disclaimer For personal use only This presentation is for general information purposes only and should be read in conjunction with the Half Year Financial Report for the six months ended 31 December 2021 and the Appendix 4D lodged with the Australian Securities Exchange by Sequoia Financial Group Li
Slide 3: Agenda
Agenda For personal use only 1. 1H22 Financial highlights 2. 1H22 Divisional Breakdown 3. The Sequoia Opportunity 4. Questions 2022 Half Year Results Sequoia Financial Group | 3
Slide 4: 1H22 Financial Highlights
1H22 Financial Highlights For personal use only * NPATA is calculated by adding back amortisation (net of tax) to NPAT ** Operating cash flow excludes effect of investment activities but it does include payments for taxes or interest 2022 Half Year Results Sequoia Financial Group | 4
Slide 5: 1H22 Financial Results - commentary
1H22 Financial Results - commentary For personal use only Increasing profit: EBITDA of $5.5m, up 38% EBITDA margin of 7%, down 1% (historically lower in first half, expect to improve in 2H22). Integration Costs, Abnormal Provisions, and lack of Job Keeper in 1H22 impacted short term margin variance
Slide 6: One Mission: Divisions and 20+ Businesses
ONE MISSION 4 Divisions 20+ Businesses For personal use only Wealth Professional Services Equity Markets Direct Investment 2022 Half Year Results Sequoia Financial Group | 6
Slide 7: Wealth Division
Wealth Division Financial performance Divisional Goals For personal use only INCREASE number of Self Employed Financial Planners to more than 800 under the InterPrac and Libertas licences INCREASE market presence in corporate finance and wealth management business to enable 50% revenue growth by FY
Slide 8: Professional Services Division
Professional Services Division Financial performance Divisional Goals For personal use only INCREASE the number of accountants and financial planners that use one of our Professional Services from 1,500 to 4,000 by 2025 CAPTURE new revenue streams by providing additional services to the end clients
Slide 9: Equity Market Division
Equity Market Division Financial performance Divisional Goals For personal use only INCREASE the number of third party AFSL holders selecting Morrison Securities by a further 100% by 2025 PROVIDE wholesale investors and third party AFSL access to investment ideas via the specialist investments busin
Slide 10: Direct Investment Division
Direct Investment Division Financial performance Divisional Goals For personal use only INCREASE the scale of group media, research, adviser technology platform to deliver premium investor content organically and via acquisition within next 12 months INVEST or partner with technology platform to inc
Slide 11: The Sequoia opportunity
The Sequoia opportunity There are approximately 16,000 authorised representatives providing advice under For personal use only approximately 2,000 AFS licensees in Australia. There is no reason why every one of these cannot access a service from one of the SEQ entities There are approximately 10,000
Slide 12: Questions?
For personal use only Questions?
Slide 13: Contacts
For personal use only CONTACTS Garry Crole | Managing Director and CEO garrycrole@sequoia.com.au Lizzie Tan | CFO lizzietan@sequoia.com.au Web: www.sequoia.com.au Phone: +61 (0)3 8548 3333
Sequoia Financial Group — H1 FY2022 Earnings Presentation on 6ix