FAQs (Page 2)

Frequently Asked Questions


Bourse Data Pty Ltd provides wholesale software licences to share trading educators, brokers, financial advisors, banks and others looking to provide their clients with an industry-leading online trading tool to assist their clients trade Australian shares, options and warrants.

The Bourse trading platforms combines the latest IRESS technology with advanced charting, market analysis & back testing tools.

In addition to cutting edge software, you will also enjoy:

Software white labelling with your company branding

A dedicated support team for you and your clients

Frequent free software updates

Attractive wholesale rates

Since 2010 Sequoia Specialist Investments Pty Ltd (SSI) has been building innovative investment solutions for Australian investors. SSI is now one of Australia’s leading independent Structured Investment issuers.

SSI works with investors, financial advisers & stockbrokers to develop and deliver investment solutions that meet the needs and objectives of their clients.

White Label Solution

SSI offers a complete white label solution which including all  client-facing documentation branded as your company.

Enhanced Income

Structured to provide higher yields to bond hybrids and dividends.

Growth Opportunities

Access local and international growth opportunities, depending on global market trends.

Capital Preservation

Deliver potential growth or income combined with capital preservation.

Leverage

Limited recourse lending with competitive interest rates and simple application processes.

Tailor Made

Tailor an investment to meet your clients objectives, views and timeframe requirements.

Liquid

All SSI offerings ensure the investments are highly liquid.

For details of open and past investments offerings please visit www.sequoiasi.com.au

Finance News Network (FNN) is one of the largest providers of online finance video news in Australia. It specialise in finance and business video news including up to date market reports, CEO and economist interviews, real estate news, and stock reports. Our existing clients use our content for daily market related emails & for for content for their website.

For more information on how you can obtain these reports for your website and company newsletter please contact us

Sequoia Corporate Finance is a leading Australian small and mid-market adviser. We apply our knowledge, extensive contacts, expertise and professionalism to deliver best-practice, objective advice in the following disciplines:

 

  • Public market M&A
  • Private treaty M&A
  • Equity capital markets
  • Capital management and restructuring
  • Corporate and strategic advice

Sequoia Corporate Finance’s clients include successful domestic and multi-national corporations, emerging growth companies, private equity sponsors and family-owned and entrepreneur-led businesses. We are rigorous in our working practices, ensuring compliance, confidentiality and protection of our client’s business.

Further details on our key services are as follows:

  • Public market M&A includes:
    • Advising bidders on takeovers
    • Advising joint parties on mergers and Schemes
    • Advising targets on takeover defence
  • Private treaty M&A involves:
    • Buyside advisory, including scope and analysis; strategy; negotiation; due diligence; capital management and acquisition finance
    • Divestments and confidential process, including full or partial selldown, management buyouts and private equity transactions
    • Facilitating joint ventures and strategic alliances
  • Equity capital markets transactions include
    • Initial Public Offerings
    • Backdoor Listings
    • Secondary issues
    • Market sell-downs
  • Capital management and restructuring includes
    • Debt refinance
    • Equity-linked and hybrid capital transactions
    • Restructuring minority interests and shareholder register management

Click here to visit the Sequoia Corporate Finance Website

sequoia asset manSequoia Direct offer self-directed investors a variety of investment opportunities. Most of our clients sign up to our award winning online ASX share and option trading service, where others, use our service to gain access to various investment opportunities such as IPOs & capital raising opportunities. Sequoia Direct is licensed as a Corporate Authorisation of Sequoia Asset Management Pty Ltd ABN 70 135 907 550.

Sequoia Direct is a great example of what you can build to offer a unique online trading solution for your clients.

Sequoia Superannuation (SS) provides a complete solution to the SMSF market, designed specifically for anyone that has or wants a SMSF.

Sequoia Superannuation also provides SMSF solutions to Financial Planners, Stock Brokers, Mortgage Brokers and Accountants Australia wide.

Our uniqueness

The services of Sequoia Superannuation are provided through various means to the end users, through a complete badged solution for finance professionals and their clients to direct reporting to trustees and members.

It is the experience and dedication of Sequoia Superannuation in the SMSF field and the core value of superior customer service which separates Sequoia Superannuation from its competitors.

Our key driver

The key driver that Sequoia has been built on is that of superior customer service combined with up to date technical knowledge of the superannuation legislation.

Sequoia performs all work in Australia and maintains strong relationships with preferred suppliers of financial services throughout Australia, including but not limited to;

  • Mortgage Brokers
  • Stock Brokers
  • Financial Advisors
  • Accounting and taxation advisors

Click here to visit the Sequoia Superannuation Website

Sequoia Corporate Finance is a leading Australian small and mid-market adviser. We apply our knowledge, extensive contacts, expertise and professionalism to deliver best-practice, objective advice in the following disciplines:

 

  • Public market M&A
  • Private treaty M&A
  • Equity capital markets
  • Capital management and restructuring
  • Corporate and strategic advice

Sequoia Corporate Finance’s clients include successful domestic and multi-national corporations, emerging growth companies, private equity sponsors and family-owned and entrepreneur-led businesses. We are rigorous in our working practices, ensuring compliance, confidentiality and protection of our client’s business.

Further details on our key services are as follows:

  • Public market M&A includes:
    • Advising bidders on takeovers
    • Advising joint parties on mergers and Schemes
    • Advising targets on takeover defence
  • Private treaty M&A involves:
    • Buyside advisory, including scope and analysis; strategy; negotiation; due diligence; capital management and acquisition finance
    • Divestments and confidential process, including full or partial selldown, management buyouts and private equity transactions
    • Facilitating joint ventures and strategic alliances
  • Equity capital markets transactions include
    • Initial Public Offerings
    • Backdoor Listings
    • Secondary issues
    • Market sell-downs
  • Capital management and restructuring includes
    • Debt refinance
    • Equity-linked and hybrid capital transactions
    • Restructuring minority interests and shareholder register management

Click here to visit the Sequoia Corporate Finance Website

Finance News Network (FNN) is a wholly owned (100%) subsidiary of Sequoia Financial Group. FNN is an independent news organisation that specialises in both the production and distribution of financial news content, digital communications and productions services to ASX-Listed companies and managed funds. Annually FNN produces more than 3000 video news items and is one of the largest suppliers of wholesale online finance video in the country.

Click here to know more about Finance News Network

Sequoia Asset Management Pty Ltd (SAM) is an investment services firm and holder of an Australian Financial Services License. Our team of experts provide general advice on portfolio management, SMSFs, direct shares, superannuation, structured products, option trading, personal insurance, margin lending and cash solutions.

 

Since 2010 Sequoia Specialist Investments (SSI) has been building innovative investment solutions for Australian investors. SSI works with investors, financial advisers & stockbrokers to develop and deliver investment solutions that meet the needs and objectives of their clients.

Over the years we have developed numerous investments opportunities that give investors access to both local and foreign shares and indices that offer income and capital growth potential.

SSI can also offer a variety of solutions for professional advisers where we can provide whitelable solutions for groups that want to retain their own branding.

Click here to visit the Sequoia Specialist Investments Website