Sequoia Financial Group Ltd. · ASX:SEQ
Sequoia Financial — Investor Presentation (August 2025)
15 slides from Sequoia Financial's investor presentation, Aug 28, 2025
Slide 1: Annual Results
Annual Results Presented by Garry Crole, CEO & Managing Director August 28, 2025
Slide 2: Disclaimer
Disclaimer This presentation is for general information purposes only and may To the extent permitted by law, SEQ and its respective officers, contain non-GAAP financial measures. Therefore, it should be read in employees and advisers disclaim and exclude all liability for any loss or conjunction wi
Slide 3: FY25 Snapshot
FY25 Snapshot $9.9 m $18 b $124.1 m FUA EBITDA* Revenue +44% +13.7% on FY24 on FY24 Full year $5.84 m $4.2 m dividend Net Profit Goodwill write 4.0 Before Tax down in Licensee fully franked Services division
Slide 4: Overview
Overview Soft first half; strong second half with transition to a Significant second-half operating profit uplift, driven simplified two-division structure and recognition of by a simplified operating model and reduced shared restructure costs cost base Ongoing technology investment delivering Enhan
Slide 5: Strong Balance Sheet Underpins Sustainable Growth
Strong Balance Sheet Underpins Sustainable Growth Allows for dividend Provides capital to Provides the company Provides access to payout ratio of 40-60% undertake share with capital to invest in cash for acquisitions of normalised NPAT buybacks as we did in a portfolio of strategic in our three core
Slide 6: Our Licensee Network
Our Licensee Network 321 Advisers across 219 practices 30 Professional Year Candidates State based compliance and practice 24 staff in the salaried advice businesses management adviser support $18 Billion FUA with more than Enhanced education program using services of 60% on platforms Sequoia Media
Slide 7: Shield and First Guardian
Shield and First Guardian Took proactive action Placed Venture Egg and Client information pack Establishment of closing new business Reilly Financial and proactive outreach AFSL Governance in Shield in July 2023 on a compliance vetting in to impacted members, Committee and First Guardian in December
Slide 8: Licensee Services Division
Licensee Services Division Licensee for Hire Business Goals FY26 Interprac Financial Planning/Sequoia Wealth Increase the number of Advisers by 10% Increase revenue per adviser by 10% Salaried Advice businesses Sequoia Financial Advice Sequoia Family Office Increase number of advisers by 25% Sequoia
Slide 9: Industry Trends in Financial Planning
Industry Trends in Financial Planning Industry Trends FY26 Priorities Rising demand for financial advice as adviser numbers fall Expand adviser base under InterPrac (15,400 vs 25,000 in 2019) & Sequoia Wealth Management Advisers now managing ~$100m FUA each Grow salaried advice businesses ~$0.8m per
Slide 10: Legal and Administration Services
Legal and Administration Services Business Units Goals FY26 Increase clients by 10% Legal Documents Grow product penetration per client Pursue bolt-on acquisitions Increase accountancy firms & planners SMSF Administration using services by 25% Pursue bolt-on acquisitions to strengthen admin capabili
Slide 11: Financials
Financials SEQ FY2025
Slide 12: Profit and Loss
Profit and Loss $9.9m EBITDA, up 13.7% Revenue stable after divestments $124m completed in July 2024 NPAT of 2.6cps EPS driven by organic $3.2m growth of existing business and is post impairment of goodwill of 4.2m 8% Operating profit margin, up 13% 1. Discontinued operations include Morrison Securi
Slide 13: Balance Sheet
Balance Sheet $48.5m Net assets $4.3m Cash on hand Strategic investments $16.0m in ASX-listed companies $10.7m Investments in associates $17.8m Franking credit balance
Slide 14: Thank you
Thank you Our Shareholders Our Staff your support, even through your dedication is challenging conditions, the backbone of Sequoia fuels long-term value Our Clients your trust inspires our growth
Slide 15: Questions
Questions SEQ FY2025
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