Sequoia Financial Group Ltd. · ASX:SEQ
Sequoia Financial — Investor Presentation (November 2016)
15 slides from Sequoia Financial's investor presentation, Nov 22, 2016
Slide 1: An Integrated Financial Services Company
For personal use only An Integrated Financial Services Company Investor Presentation 22 November 2016
Slide 2: Disclaimer
Disclaimer For personal use only This document has been prepared by Sequoia Financial Group Limited, ACN 091 744 884 (“Company”, “we” or “us”). Information contained in this document is current as at 22 November 2016 unless otherwise stated. This document has been published in good faith based on th
Slide 3: Corporate Overview: Capital structure
Corporate Overview Capital structure For personal use only SEQ Capital Structure Shares on issue 48.8 mil Options on issue Nil 66.5% 52.3% Market cap at $0.25 $12.2 mil as at as as 30/09/16 30/09/16 Cash at bank* (as at 30 Sept 2016) $1.29 mil 52 week high $0.30 Top 20 Staff & Associate 52 week low
Slide 4: Corporate Overview: Board of Directors
Corporate Overview Board of Directors For personal use only Michael Carter Scott Beeton Marcel Collignon Garry Crole Non-Executive Chairman Managing Director / CEO Executive Director Non-Executive Director Michael has an extensive financial Scott is co-founder of Sequoia Marcel is the founder of Seq
Slide 5: Diversified Business Portfolio
Diversified Business Portfolio Multiple complimentary revenue streams For personal use only Software Subscriptions Trading & Execution • Australian financial market analytical • D2MX Pty Ltd is an ASX Market Participant providing and charting software for active advisory and trade execution services
Slide 6: Strategic Investments
Strategic Investments Core & non-core holdings For personal use only Finance TV Pty Ltd trading as NobleOak Limited Goldfields Money Finance News Network Limited (ASX: GMY) Australian APRA Provider of online finance, regulated life insurer Authorised deposit business and real estate taking instituti
Slide 7: FY 2016: A transformational year
FY 2016 A transformational year For personal use only Key Financials FY2016 FY2015 Change NPAT $285,733 ($17,974,212) Positive EBITDA $903,208 ($1,071,122) Positive Operating Income $22,548,153 $20,624,949 9.3% increase Net Assets $9,295,270 $6,654,800 39.7% increase Modernisation Rebranding Legacy
Slide 8: FY 2016 Divisional Highlights
FY 2016 Divisional Highlights For personal use only Trading and Execution $8.72 $8.27 Significant increase in active broker dealers and account numbers Wealth Advisory New wealth advisers engaged with SWM continue to drive growth Divisional Revenues FY2016 ($m) Capital Markets Advisory $1.88 Highly
Slide 9: FY 2017: A strong start
FY 2017 A strong start For personal use only Quarter 1 Record revenue. $9.56m Up 58% from Q4 2016 Positive net cash flow. $477,000 Strong momentum FY2017 Solid cash position. $1.29m Growing profitability to provide necessary financial flexibility Strategies in place to leverage Consolidated capital
Slide 10: FY 2017 Divisional Outlook
FY 2017 Divisional Outlook For personal use only Trading and Execution • Benefiting from market volatility • Wholesale broker pipeline remains strong • Increasing focus and success in securing active roles as IPO book runner • Enhanced value proposition through technology upgrade Trading and Executi
Slide 11: FY 2017 Divisional Outlook
FY 2017 Divisional Outlook For personal use only Software Subscriptions • New software platform launch • Additional education groups to deliver subscription growth 4% Software Subscriptions SMSF Administration • New online marketing strategies to increase 35% SMSF Admin market awareness • Expansion
Slide 12: Consolidated statement of Profit and Loss FY 2016
Appendix 1 Consolidated statement of Profit and Loss FY 2016 For personal use only SEQUOI A FI NANCI AL GROUP - I NVESTOR PRESENTATI ON 12
Slide 13: Consolidated statement of financial position FY 2016
Appendix 2 Consolidated statement of financial position FY 2016 For personal use only SEQUOI A FI NANCI AL GROUP LTD - I NVESTOR PRESENTATI ON 13
Slide 14: Consolidated statement of financial position FY 2016
Appendix 2 Consolidated statement of financial position FY 2016 For personal use only SEQUOI A FI NANCI AL GROUP - I NVESTOR PRESENTATI ON 14
Slide 15: Contact
Contact For personal use only Sydney Office: Scott Beeton Level 36, 50 Bridge St Managing Director & CEO Sydney, NSW 2000 scottbeeton@sequoia.com.au (02) 8114 2222 Melbourne Office: Michael Carter Level 4, 4 Collins St Non-Executive Chairman Melbourne, VIC 3000 (03) 8548 3333 michaelcarter@sequoia.c
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