AboutSequoia Asset Management
Our Mission
Our Mission is to be Australia’s premium general financial advice service. At Sequoia Asset Management we pride ourselves on giving up-to-date general financial advice to all Australians across a wide range of financial instruments. We offer a high quality, lower cost alternative for investors seeking assistance with their finance, however, do not need the high-cost tailored service of a financial adviser.
Our Investment Managers have expertise in, and can provide objective general advice across a large range of financial products including Listed & Unlisted Investments, Self-Managed Superannuation funds- Including property in super, Alternative Investments and much more.
Our Team
Sam Wetzler
Head of Sequoia Asset Management
Mortgage Broker
B.Bus, Dip.FP, Dip.FMB
Oscar Pople
Investment Manager
Mortgage Broker
B.Bus, Dip.FP, Dip.FMB
Angus McGrath
Associate
B.Bus
Jenna Alderson
Client Services
Our Difference
Our teams collective and diverse knowledge is our biggest asset. We come from a range of backgrounds in financial services and complement each other’s skill and knowledge sets. The Asset Management team strives to work collaboratively to cater to all our clients’ needs and has the youthful exuberance to produce the best outcomes whenever possible regardless of difficulty or complexity.
Our Group
Sequoia Asset Management is part of the ASX listed Sequoia Financial Group. 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. Being a subsidiary of a publicly listed company gives our clients peace of mind when transacting with us as we have to adhere to stricter disclosure requirements than private businesses.
Our Difference
Our Team
Our teams collective and diverse knowledge is our biggest asset. We come from a range of backgrounds in financial services and complement each other’s skill and knowledge sets. The Asset Management team strives to work collaboratively to cater to all our clients’ needs and has the youthful exuberance to produce the best outcomes whenever possible regardless of difficulty or complexity.
Our Group
Our Team
Sequoia Asset Management is part of the ASX listed Sequoia Financial Group. 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. Being a subsidiary of a publicly listed company gives our clients peace of mind when transacting with us as we have to adhere to stricter disclosure requirements than private businesses.