FAQs (Page 3)

Frequently Asked Questions

Bourse Data has been a respected name in the share market software industry since 1992 and has grown to be one of Australia’s most trusted, leading suppliers of financial market data, tools and services for private and professional investors and traders.

Click here to visit the Bourse Data Website

Morrison Securities provides seamless and cost effective third party stock broking execution solutions to AFSL holders such as financial planners, financial advisors, banks, building societies and trading educators.

Morrison Securities has been providing white labelled trading solutions to Broker Dealers (Shadow Broker) since 2007. We assist broker dealer groups in providing a superior product to their clients by offering a wholesale broking solution and a comprehensive range of white-label products.

Our Broker Dealer team has the right combination of technologies, experience and market knowledge necessary to fuel the growth of our clients’ businesses.

With Morrison Securities as your broker, you can streamline your business operations or expand your service offerings, while benefiting from the experience and support of our professional team.

Whats Available

  • A full white label solution including trading software, applications and client-facing documentation branded with your company logo.
  • Unlimited access to the Morrison Securities trading desk & BDM team staffed by friendly and qualified professionals with vast expertise in both equities, ETOs & running financial service businesses.
  • A dedicated transition team to take the strain out of moving your business, and to guide you each step of the way.
  • Support for all CMTs and margin lending products.
  • Optional Direct Market Access (DMA) facilities so you can place and manage orders directly via our IRESS trading platform.

Our primary focus is providing execution brokerage services to financial planners and financial advisors.

Click here to visit the Morrison Securities Website

Sequoia Direct caters to self directed investors looking for a fast and secure services for buying or selling ASX equities, warrants and options. It is supported by Morrison Securities for trading services and Bourse Data for innovative trading software & trading tools. Both of these entities are 100% owned subsidiaries of Sequoia Financial Group Ltd.

Click here to visit the Sequoia Direct Website

Sequoia Wealth Management is an holder of an Australian Financial Services License who’s aim is to prove exceptional unbiased advice to high net wealth individuals, families and institutional investors.

Our team of diverse experts provide provides strategic and tailored investment advice to our clients. We specialise advising our clients on portfolio management, SMSFs, direct shares, superannuation, structured products, option trading, personal insurance, margin lending cash solutions and much more.

Our services are designed for individuals and family offices all seeking unbiased financial and strategic structuring advice.

Click here to visit the Sequoia Wealth Management Website