Sequoia Financial Group
Lizzie Tan has significant work experience in finance and accounting roles. Lizzie worked as the CFO and Joint Company Secretary at Sequoia Financial Group from 2018 onwards. Prior to that, they served as the Financial Controller at Yarra Capital Management from 2016 to 2018. Lizzie also held the position of Head of Finance at Legg Mason Asset Management Australia Ltd from 2007 to 2016. Lizzie began their career at Deloitte Australia as an Audit Manager from 1995 to 1997. After that, they worked as a Senior Financial Accountant at AXA from 1997 to 2000, and as a Senior Financial Controller at ANZ from 2000 to 2007.
Lizzie Tan is a fellow member of FINSIA, holding a Graduate Diploma in Applied Finance and Investment. Lizzie has also completed the CPA Australia Program, earning a CPA qualification in Accounting and Finance. Lizzie's undergraduate education was at Monash University, where they studied for a Bachelor of Economics.
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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. 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.