Sequoia Financial Group Limited is an Australia-based financial services company. The Company’s principal activity is to offer financial planners, stockbrokers, self-directed investors, superannuation funds and accountants a range of services, which includes licensing services, business support and advice, coaching, compliance, education, wholesale clearing and execution, legal document establishments, investments, media and administration services. The Company’s segments include Sequoia Wealth Group, Sequoia Professional Services Group, Sequoia Equity Markets Group, and Sequoia Direct Investment Group. The Company offers financial planning, asset management, and family wealth services. Its financial planning includes estate and wealth transfer planning, retirement planning, risk management and contingency planning, and philanthropy. Its asset management includes investment portfolio construction, absolute investment performance, and active investment management.