DL
Dave Lai
Accountant at Sequoia Financial
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Work Experience
Accountant
Nov 2023 - Feb 2024 · 3 months
Financial Accountant
Jan 2021 - Aug 2023 · 2 years and 7 months
Financial Analyst/ Bookkeeper
Apr 2020 - Dec 2020 · 8 months
Company Details
201-500 Employees
Sequoia Financial Group Limited (ASX: SEQ) is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of third-party professional service firms. We provide: • Investment and superannuation products • Wealth management and advisory services • Corporate advisory and capital markets expertise • Retail, wholesale and institutional trading platforms • Market data and financial news services Our group includes: • Sequoia Superannuation • Sequoia Specialist Investments • Sequoia Wealth Management • Sequoia Direct • Sequoia Asset Management • Sequoia Family Office • Sequoia Insurance Brokers • Bourse Data • Finance News Network • Sequoia Corporate Finance • InterPrac Financial Planning • InterPrac Securities • Docscentre • Docscentre Legal • Constitute • Sharecafe • Corporate Connect Sequoia’s mission is to become the premier financial services brand in Australia. To achieve this, we must have core values that is expected from the community that seeks our services. Our values include: Integrity, Inclusive, Collaborative, Client Focus, Friendly and Innovative.
Year Founded
2009
Social Media
Linkedin
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Financial management consultants and services, Services to businesses
HQ Location
Level 8, 525 Flinders Street Melbourne , VIC 3000, AU
Keywords
SMSF AdministrationWealth ManagementAsset ManagementSuperannuationInsuranceSpecialist InvestmentsTradingSMSFFinancial PlanningFamily Office
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