Authorised representatives of SEQUOIA WEALTH MANAGEMENT PTY LTD
121 people and firms have been authorised to act for SEQUOIA WEALTH MANAGEMENT PTY LTD under AFS licence 472387 — the 182nd largest of the 332 licensees with a page here. 60 of those authorisations are current; 77 have ended.
137authorisations
60current
77ended
69also authorised elsewhere
2017first on record
Why the licensee is the name that matters
An authorised representative acts for a licensee. Under AFCA's rules a complaint about a representative is normally made against the licensee — so if you dealt with someone on this page, SEQUOIA WEALTH MANAGEMENT PTY LTD is usually the name that goes on the complaint, not theirs.
69 of the 121 representatives here have also been authorised by at least one other licensee. For those, the dates decide which licensee answers for which advice. How to read the dates.
AFS licence 472387 · ABN/ACN 22002314310 · licensed since 14/02/2017 · New South Wales
Representatives of SEQUOIA WEALTH MANAGEMENT PTY LTD
| Representative | Number | From | To | Status |
|---|---|---|---|---|
| AUBIGE PTY LTD | 001301587 | 01/02/2023 | 01/04/2025 | Ceased |
| AUSPICIOUS PTY. LTD. | 001294958 | 15/01/2022 | — | Current |
| BACKWARDATION CAPITAL PTY LTD | 001261878 | 29/01/2018 | 08/08/2018 | Ceased |
| BAY 41 CAPITAL PTY LTD | 001264730 | 01/07/2020 | 20/07/2026 | Ceased |
| BAYSIDE FINANCIAL ADVISERS PTY LTD | 001299180 | 20/09/2022 | — | Current |
| BEASTIES PTY LTD | 001297532 | 29/06/2022 | — | Current |
| BLUE LION FINANCIAL SERVICES PTY LTD | 001261879 | 29/01/2018 | 08/08/2018 | Ceased |
| BRAMBURRA PARTNERS PTY LTD | 001305967 | 26/09/2023 | — | Current |
| BURGESS, RICHARD NEALE | 000303581 | 10/01/2022 | 02/05/2022 | Ceased |
| C WALKER CO PTY LTD | 001305678 | 01/09/2023 | — | Current |
| CAPITAL PROPERTY FUNDS PTY LIMITED | 000457306 | 16/03/2023 | 18/12/2025 | Ceased |
| CARTWRIGHT, SHAUN | 000437107 | 28/05/2018 | 01/01/2019 | Ceased |
| CAVATOW PTY. LIMITED | 001302870 | 14/04/2023 | 20/07/2023 | Ceased |
| CHRISTIE, JOE | 000457305 | 16/03/2023 | 18/12/2025 | Ceased |
| COHEN, PETER RONALD | 000417879 | 17/02/2017 | 18/08/2017 | Ceased |
| COHEN, PETER RONALD | 000417879 | 06/03/2023 | 30/09/2024 | Ceased |
| COMMODITIES SERVICES PTY LTD | 001247889 | 01/07/2020 | — | Current |
| COMMODITIES SERVICES PTY LTD | 001282327 | 01/07/2020 | 02/07/2020 | Ceased |
| CONN, THOMAS PHILLIP JOHN | 001007651 | 17/02/2017 | — | Current |
| CONTRACTING HEVERN PTY LTD | 000408868 | 22/05/2018 | — | Current |
| CORRYONG CAPITAL PARTNERS PTY LTD | 001294291 | 01/12/2021 | 30/04/2025 | Ceased |
| Chandra, Michael | 001257221 | 28/04/2023 | 15/05/2023 | Ceased |
| Clarkson, John | 001257673 | 16/03/2023 | 17/05/2024 | Ceased |
| Crute, Alan | 001006404 | 17/07/2018 | 31/01/2023 | Ceased |
| Crute, Alan | 001006404 | 01/02/2023 | 01/04/2025 | Ceased |
| D07 PTY LTD | 001285389 | 01/02/2021 | — | Current |
| DARNELL, JEREMY PETER | 000311939 | 15/12/2025 | — | Current |
| DEM CAPITAL PTY LTD | 001297536 | 29/06/2022 | — | Current |
| DOMAIN ROAD INVESTMENTS PTY LTD | 000461460 | 01/07/2020 | — | Current |
| DTW CAPITAL SOLUTIONS PTY LTD | 000465405 | 01/05/2023 | 27/06/2025 | Ceased |
| DUKE, ROBERT WILLIAM | 000299466 | 01/05/2023 | 27/06/2025 | Ceased |
| DVME PTY LTD | 001297535 | 29/06/2022 | — | Current |
| Day, Peter | 001005129 | 15/04/2019 | 16/03/2020 | Ceased |
| Day, Peter | 001005129 | 17/03/2020 | — | Current |
| Dwyer, David | 001001522 | 01/07/2020 | 30/06/2022 | Ceased |
| Dwyer, David | 001001522 | 01/07/2022 | — | Current |
| EIGHTHDAY INVESTMENT PTY LTD | 001280948 | 17/03/2020 | — | Current |
| Edwards, John | 001006720 | 14/07/2021 | 15/07/2021 | Ceased |
| Eldridge, Christopher Ward | 001288396 | 27/05/2021 | 27/04/2022 | Ceased |
| Elton, Howard David | 001004730 | 01/07/2020 | 31/07/2022 | Ceased |
| Elton, Howard David | 001004730 | 01/08/2022 | 31/10/2024 | Ceased |
| FABBRI, ALEXANDER PATRICK | 001267683 | 13/11/2019 | — | Current |
| FAIRHAVEN CAPITAL PTY LTD | 001299100 | 16/09/2022 | 19/09/2022 | Ceased |
| FORTE, CHRISTOPHER | 000462632 | 01/07/2020 | — | Current |
| FUTURITY TRADING PTY LTD | 000269322 | 01/07/2020 | — | Current |
| GHK CORP PTY LTD | 001261877 | 29/01/2018 | 22/02/2019 | Ceased |
| GRAHAM, PETER JOHN | 000335948 | 17/02/2017 | 08/08/2018 | Ceased |
| GREEN, BENJAMIN LEE DANIEL | 000464796 | 17/07/2018 | 30/06/2020 | Ceased |
| GREEN, BENJAMIN LEE DANIEL | 000464796 | 01/07/2020 | — | Current |
| Graham, Josh John Leo | 001001358 | 01/07/2020 | 31/10/2023 | Ceased |
| Graham, Josh John Leo | 001001358 | 01/11/2023 | — | Current |
| Gray, Terence | 001305606 | 01/09/2023 | — | Current |
| HARVEY DIGBY PTY LTD | 000335931 | 17/02/2017 | 08/08/2018 | Ceased |
| HEVERN, MICHAEL | 000417348 | 22/05/2018 | — | Current |
| HUANG, XIAOMING | 000457460 | 01/07/2020 | 28/07/2021 | Ceased |
| Hanrahan, Katherine Louise | 001001360 | 01/07/2020 | 30/06/2023 | Ceased |
| Hanrahan, Katherine Louise | 001001360 | 01/07/2023 | — | Current |
| Harrison, Patricia Margaret | 001004732 | 01/07/2020 | 30/06/2022 | Ceased |
| Harrison, Patricia Margaret | 001004732 | 01/07/2022 | 01/04/2025 | Ceased |
| Holland, Michael Charles Vaughan | 001007271 | 10/03/2023 | — | Current |
| Hughes, Robin Firth | 001247216 | 01/07/2020 | — | Current |
| IMPERIUM MARKETS PTY LTD | 001257219 | 28/04/2023 | 15/05/2023 | Ceased |
| JIANG, ROWLAND | 001252427 | 01/07/2020 | — | Current |
| JJLG TRADING PTY LTD | 001306724 | 01/11/2023 | — | Current |
| JXE PTY LTD | 001290612 | 14/07/2021 | 15/07/2021 | Ceased |
| Johnston, Rupert Michael Ross | 001302261 | 10/03/2023 | 01/03/2024 | Ceased |
| KATIFORIS, NICK | 000270538 | 01/07/2020 | — | Current |
| Kerr, Andrew John | 001000168 | 16/03/2023 | 18/12/2025 | Ceased |
| Kirkhope, Blair Sceats | 001255866 | 19/06/2017 | 29/06/2020 | Ceased |
| Kouroulis, Gregory Haralambos | 001239484 | 29/01/2018 | 22/02/2019 | Ceased |
| LANGHAM, SHANE | 000367372 | 01/07/2020 | — | Current |
| LIN, CI-MING | 000260109 | 15/01/2022 | — | Current |
| LINDH, MATTHEW | 000465559 | 15/11/2017 | 13/03/2018 | Ceased |
| LP7 PTY LTD | 001265728 | 05/07/2018 | 09/05/2023 | Ceased |
| Loadsman, Andrew David | 001255615 | 01/05/2023 | 14/07/2023 | Ceased |
| Locaso, Michael | 001265733 | 05/07/2018 | 09/05/2023 | Ceased |
| MACARTHUR PASTORAL (CANNANBRI) PTY. LIMITED | 001303184 | 24/04/2023 | — | Current |
| MAGESAN, DINESH | 000267887 | 01/07/2020 | 20/07/2026 | Ceased |
| MAXEY, ADAM | 000435626 | 28/05/2018 | 01/01/2019 | Ceased |
| MCCATHIE, HAMISH | 000240786 | 17/02/2017 | — | Current |
| MOYSEL PTY LTD | 001261880 | 15/11/2017 | 13/03/2018 | Ceased |
| MS ARGUS PTY LTD | 001249141 | 17/02/2017 | 18/08/2017 | Ceased |
| MS ARGUS PTY LTD | 001249141 | 06/03/2023 | 30/09/2024 | Ceased |
| McDermott, Christopher | 001302886 | 14/04/2023 | 20/07/2023 | Ceased |
| McDonald, Susan Officer | 001004758 | 01/07/2020 | 26/07/2022 | Ceased |
| McFarlane, Daniel Edward | 001001579 | 01/07/2020 | 30/06/2022 | Ceased |
| McFarlane, Daniel Edward | 001001579 | 01/07/2022 | — | Current |
| McLean, Brock James | 001261888 | 29/01/2018 | 08/08/2018 | Ceased |
| ONSLOW, RICHARD MACARTHUR | 000463437 | 17/02/2017 | — | Current |
| ORIGINATE CAPITAL PTY LTD | 001302324 | 16/03/2023 | 17/05/2024 | Ceased |
| PACIFIC ORIENTO ENTERPRISES PTY. LTD. | 001009057 | 01/07/2020 | 31/12/2023 | Ceased |
| PARNELL INVESTMENT MANAGEMENT PTY LTD | 001247203 | 01/07/2020 | — | Current |
| PERSONAL CFO PTY LTD | 000311938 | 15/12/2025 | — | Current |
| PWICK CAPITAL PTY LTD | 001297533 | 29/06/2022 | — | Current |
| R JIANG ENTERPRISES PTY LTD | 001278785 | 01/07/2020 | — | Current |
| RAITA HOLDINGS PTY LTD | 001247375 | 01/07/2020 | — | Current |
| RNB EQUITIES PTY. LTD. | 001294785 | 10/01/2022 | 02/05/2022 | Ceased |
| Robinson, Luke Maxwell | 001007607 | 22/05/2018 | 23/12/2020 | Ceased |
| Rouse, Richard Edmund James | 001256240 | 27/05/2021 | 27/02/2025 | Ceased |
| SELL MY SHARES PTY LTD | 001293396 | 01/10/2023 | — | Current |
| SEQUOIA CORPORATE FINANCE PTY LTD | 000469074 | 01/03/2018 | — | Current |
| SIMARI, MARK ANTHONY | 000275747 | 03/04/2018 | 18/01/2023 | Ceased |
| SLUSH PUPPIE SYDNEY PTY. LIMITED | 001252106 | 17/02/2017 | — | Current |
| SPRINT CORPORATION PTY LTD | 001252107 | 17/02/2017 | 19/04/2024 | Ceased |
| STONNINGTON SECURITIES PTY. LTD. | 001298218 | 01/08/2022 | 31/10/2024 | Ceased |
| Salvatore, Enzo | 001004761 | 01/07/2020 | 30/06/2023 | Ceased |
| Salvatore, Enzo | 001004761 | 01/07/2023 | — | Current |
| T & D GLOBAL PTY LTD | 001008686 | 01/04/2023 | — | Current |
| TALWAR, ROHAN | 001004592 | 16/09/2022 | 19/09/2022 | Ceased |
| TALWAR, ROHAN | 001004592 | 20/09/2022 | — | Current |
| TAN, EASON ZHUO HUA | 000327091 | 17/02/2017 | 19/04/2024 | Ceased |
| TAVIRA FINANCIAL LIMITED | 001296043 | 28/03/2022 | 31/05/2024 | Ceased |
| TEGIS PTY LTD | 001282656 | 01/07/2020 | — | Current |
| TELOPEA REAL ESTATE PARTNERS PTY LTD | 001239303 | 16/03/2023 | 27/12/2024 | Ceased |
| THE L STORE PTY LTD | 000457170 | 01/07/2020 | 28/07/2021 | Ceased |
| TOSHI CAPITAL PTY LTD | 001304391 | 01/07/2023 | — | Current |
| TRINDADE, PATRICK DOMINIC | 000462981 | 01/07/2020 | — | Current |
| TUCKER, GEORGE | 000462783 | 17/02/2017 | — | Current |
| TWOPOTS PTY LIMITED | 001297534 | 29/06/2022 | 01/04/2025 | Ceased |
| Thang, David | 001001626 | 01/07/2020 | 31/01/2021 | Ceased |
| Thang, David | 001001626 | 01/02/2021 | — | Current |
| The trustee for Charmarbelle Discretionary Trust | 001263222 | 03/04/2018 | 18/01/2023 | Ceased |
| Thomson, Robert | 001234441 | 26/09/2023 | — | Current |
| V8 PTY LTD | 000367371 | 01/07/2020 | — | Current |
| WATERS PRIVATE WEALTH PTY LTD | 001249268 | 02/02/2026 | — | Current |
| WATERS, MATTHEW GARRETT | 000443817 | 02/02/2026 | — | Current |
| WHITE, SIMON PETER | 001261890 | 29/01/2018 | 08/08/2018 | Ceased |
| WIPPIT HOLDINGS PTY. LTD. | 001265301 | 28/05/2018 | 01/01/2019 | Ceased |
| WOLF TRADING PTY LTD | 001282721 | 01/07/2020 | — | Current |
| Walker, Christopher | 001001370 | 01/07/2020 | 31/08/2023 | Ceased |
| Walker, Christopher | 001001370 | 01/09/2023 | — | Current |
| Weeks, Christopher Edward | 001236237 | 01/05/2023 | 27/06/2025 | Ceased |
| Wickramatunge, Don Anton Prasanna | 001001378 | 01/07/2020 | 30/06/2022 | Ceased |
| Wickramatunge, Don Anton Prasanna | 001001378 | 01/07/2022 | — | Current |
| Wiseman, Mark Wilson | 001004753 | 01/07/2020 | — | Current |
| YIELD CONSULTING PTY LTD | 001252105 | 17/02/2017 | — | Current |
| YONG, JIM TAI SEANG | 000415677 | 01/07/2020 | 31/12/2023 | Ceased |
When those authorisations ended
| Year ended | Authorisations | Share |
|---|---|---|
| 2026 | 2 | 1.5% |
| 2025 | 12 | 8.8% |
| 2024 | 11 | 8.0% |
| 2023 | 16 | 11.7% |
| 2022 | 11 | 8.0% |
| 2021 | 5 | 3.6% |
| 2020 | 5 | 3.6% |
| 2019 | 5 | 3.6% |
| 2018 | 8 | 5.8% |
| 2017 | 2 | 1.5% |
Licensees of a similar size
- SUSTAINABLE LIFE SOLUTIONS PTY LTD — 148
- MASU FINANCIAL MANAGEMENT PTY LTD — 146
- CIRE SOLUTIONS PTY LTD — 144
- POLAR 993 ADVISORY PTY LTD — 144
- AMPLUS GLOBAL PTY LTD — 141
- FINDEX ADVICE SERVICES PTY LTD — 140
- INSURANCE HOUSE PTY. LTD. — 139
- NON CORRELATED CAPITAL PTY LTD — 139
- VIRIDIAN ADVISORY PTY LTD — 137
- ALCEON GROUP PTY LTD — 136
- EVOLUTION TRUSTEES LIMITED — 134
- AUSTBROKERS SYDNEY PTY LIMITED — 133
- SPECIALISED INVESTMENT AND LENDING CORPORATION LTD — 133
- TRADE PRIME PTY LTD — 133
- ALLIANZ SOUTH AUSTRALIA INSURANCE LIMITED — 132
Money lost after advice you were given?
137 authorisations are listed on this page. A complaint about an authorised representative normally goes to AFCA against the licensee that authorised them — and there is no fee. Tell us what happened and we will point the enquiry at people who take these cases. We are not lawyers, we take no share of anything recovered, and we make no promise about the outcome.