Sequoia Financial Group Ltd. · ASX:SEQ
Sequoia Financial — Shareholder Meeting (November 2025)
8 slides from Sequoia Financial's shareholder meeting presentation, Nov 20, 2025
Slide 1: AGM CEO Presentation
For personal use only AGM CEO Presentation Presenter GARRY CROLE MD / CEO 20 November 2025 Sequoia Financial Group | 1
Slide 2: FY2025 Results
FY2025 Results For personal use only Revenue Operating NPAT profit1 $124.1m $9.9m $3.2m Cash and Operating DPS Investments cashflow $6.1m 4.0 cps $20.3m ($4.95m) after tax 1. Operating profit (normalised EBITDA) excludes non-operating items Sequoia Financial Group | 2
Slide 3: Sequoia Financial Group has two major operating divisions
Sequoia Financial Group has two major operating divisions For personal use only Legal and Administration Services Licensee and Adviser Services Client Accounting firms Client Financial Planners Financial Planners Legal Firms Services Licensee services Self directed trustees Corporate Finance Media S
Slide 4: Sequoia Financial Consolidated Group: Streamlining and Diversification continues
Sequoia Financial Consolidated Group Streamlining and Earnings Diversification continues For personal use only $m Revenue EBITDA Head Office Total • Revenue has continued to grow in 150 existing businesses after divestment of several high revenue businesses over the 135 124.6 124.1 last 3 years 120
Slide 5: Legal and Administration Services
Legal and Administration Services Growth in users accelerated in second half For personal use only $m • Continued growth in legal document Revenue EBITDA Head Office Total 12 marketplace with users increasing from 1,250 to 1,400 across the period mostly in 10.0 9.7 10 second half of the year 8.5 8 •
Slide 6: Licensee and Adviser Services
Licensee and Adviser Services Operating Margin improved in second half as salaried advice businesses enhanced margin For personal use only $m Revenue EBITDA Head Office Total 150 • InterPrac licensee for hire business 135 impacted after termination of 3 120 114.2 113.2 advice practices who recommend
Slide 7: Corporate Information
Corporate Information For personal use only • Shares on Issue (reduced from 135.1m @ July 1, 2023 ) 123.6 m • Top 20 shareholders 55.64% • Number of shareholders 894 • Franking Credit balance $ 16.7m • Market Cap @ 0.23c $ 28.4m • Cash and Listed shares @ June 30, 2025 $ 20.3m • Investments in unlis
Slide 8: Looking ahead
Looking ahead For personal use only • Disruption to the licensee-for-hire is expected to experience adviser losses within InterPrac FP business over the next 12–18 months • InterPrac FP will defend the ASIC Federal Court proceedings and continue to call for ORFR member remediation • Sequoia Wealth M
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