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Sequoia Financial Group (SEQ) investor relations material

Sequoia Financial Group AGM 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2025 summary19 Nov, 2025

Opening remarks and agenda

  • Meeting opened with introductions of board members, executives, auditors, and share registry representatives; quorum confirmed.

  • CEO Garry Crole presented the AGM on 20 November 2025, outlining the group's performance and strategic direction.

  • Voting procedures explained, with all resolutions to be decided by poll; only in-person shareholders and proxies eligible to vote.

  • Agenda included review of financial performance, board updates, four resolutions, and Q&A.

Financial performance review

  • FY2025 revenue reached $124.1m, with EBITDA up 14% and operating profit at $9.9m.

  • Operating cash flow after tax was $6.1m; cash and listed investments totaled $20.3m at year-end.

  • Dividend payout of 4.0 cents per share, totaling $4.95m, with a fixed payout ratio.

  • Five-year net profit before tax totaled $55m, supporting consistent dividends.

  • Revenue growth continued despite divestment of several high-revenue businesses over the past three years.

Board and executive committee updates

  • Board strengthened governance with a new AFSL Governance Committee led by Danielle Press.

  • Board and executive team praised for professionalism and culture; board confident in group direction.

  • Shares on issue reduced by almost 10% over the last three years, supporting strong dividend distribution.

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Frequently asked questions

Sequoia Financial Group Limited is a diversified financial services company that provides a range of products and services to retail and wholesale clients. Its operations include wealth management, investment advice, insurance services, superannuation administration, and corporate advisory. The company also offers market data, trading platforms, and support services to financial advisers and brokers. Sequoia Financial Group Limited serves individual investors, financial professionals, and institutional clients across Australia. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.

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