{
 "dataset": "Australian online stockbrokers",
 "source": "Each broker's own pricing page, Financial Services Guide and terms (brokerage, CHESS sponsorship or custody, execution and clearing); ASIC's Australian Financial Services Licensee register on data.gov.au (licence, ABN, authorisations)",
 "licence_note": "Brokerage a broker charges in US dollars is converted at the Reserve Bank of Australia's 4pm AUD/USD rate (CC BY 4.0, source: Reserve Bank of Australia). The licence fields are from ASIC's AFS Licensee dataset on data.gov.au, published under the Creative Commons Attribution 3.0 Australia licence. Brokerage, holding model, execution and clearing are facts read from each broker's own published pages, and every one carries the URL and the sentence it was read from. Brokerage is the standard online rate for one ASX trade; it changes without notice and some brokers price differently for frequent traders, other settlement accounts or phone orders. This is reference data, not advice about which broker to use.",
 "broker": {
  "slug": "sequoia-direct",
  "name": "Sequoia Direct",
  "product": "Sequoia Direct Online",
  "website": "https://www.sequoiadirect.com.au/",
  "category": "active_asx_retail",
  "checked": "2026-10-15",
  "status_note": "Operating; site invites new account applications (\"OPEN A SEQUOIA DIRECT ACCOUNT NOW\"); Bourse Data replaced with the Morrison Equix App.",
  "successor_slug": null,
  "legal_entity": "Sequoia Wealth Management Pty Ltd",
  "entity_note": "The site footer says Sequoia Direct is a registered trading name of Sequoia Wealth Management Pty Ltd (AFSL 472387; FSG gives ACN 002 314 310). The older client application form (v6, 31/05/2021) instead names Sequoia Direct Pty Ltd ABN 52 614 536 917, CAR No. 001247917 of Sequoia Asset Management Pty Ltd (AFSL 341506), and the disclaimer page says \"Sequoia Direct ABN 17 090 611 680\". Part of Sequoia Financial Group Ltd.",
  "authorised_representative_of": null,
  "authorised_representative_no": null,
  "afsl": "472387",
  "abn": null,
  "acn": "002314310",
  "holding": "chess",
  "holding_note": "The application form offers CHESS sponsorship by Morrison Securities (new Sponsored HIN or transfer of an existing HIN), or settlement via a third-party settlement participant. Trades settle against a cash management account (e.g. Macquarie CMA).",
  "asx_coverage": null,
  "asx_coverage_note": null,
  "execution_participant": "Morrison Securities Pty Limited",
  "clearing_participant": "Morrison Securities Pty Limited",
  "international_shares": null,
  "brokerage": {
   "currency": "AUD",
   "gst": "excluded",
   "tiers": [
    {
     "up_to": null,
     "fee": null,
     "percent": 0.08,
     "min": 12.0,
     "max": null
    }
   ],
   "rule": "$12.00 or 0.08% of trade value, whichever is greater, plus GST.",
   "conditions": [
    "Rates are worded \"Starting form $12.00 or 0.08%\", so lower negotiated rates may exist.",
    "EQUIX Live Data $50.00 per month; EQUIX Click2Refresh free.",
    "A linked cash management account is required to settle trades."
   ]
  },
  "account_fee": null,
  "expected": {
   "1000": 13.2,
   "10000": 13.2,
   "50000": 44.0
  },
  "quotes": {
   "brokerage": {
    "text": "ASX rates – Starting form $12.00 or 0.08%, whichever is greater (plus GST)",
    "url": "https://www.sequoiadirect.com.au/rates-and-fees/",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "ASX rates – Starting form $12.00 or 0.08%, whichever is greater (plus GST)",
     "url": "https://www.sequoiadirect.com.au/rates-and-fees/#:~:text=ASX%20rates%20%E2%80%93%20Starting%20form,whichever%20is%20greater%20%28plus%20GST%29",
     "document_sha256": "53c6b5e25f58f088dc7f8d435a9ef7b78c5bf310fd0445945d35881cfc858839",
     "confirmed": "2026-11-13"
    }
   },
   "holding": {
    "text": "Would you like Morrison Securities to establish a new Sponsored HIN?",
    "url": "https://www.sequoiadirect.com.au/wp-content/uploads/2021/10/Sequoia-Direct_Morrisons-Client-Application-Form-Equity-and-ETO_v6_31052021writable-copy.pdf",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "Would you like Morrison Securities to establish a new Sponsored HIN?",
     "url": "https://www.sequoiadirect.com.au/wp-content/uploads/2021/10/Sequoia-Direct_Morrisons-Client-Application-Form-Equity-and-ETO_v6_31052021writable-copy.pdf#page=6",
     "page": 6,
     "document_sha256": "601c28e6486580bfbee0821bba396d74ad861efcc7d81015bd32dd92c5130429",
     "confirmed": "2026-11-13"
    }
   },
   "execution": {
    "text": "All transactions are executed and cleared by Morrison Securities Pty Limited (Morrison Securities) ABN 50 001 430 342 AFSL No 241737",
    "url": "https://www.sequoiadirect.com.au/wp-content/uploads/2021/10/Sequoia-Direct_Morrisons-Client-Application-Form-Equity-and-ETO_v6_31052021writable-copy.pdf",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "All transactions are executed and cleared by Morrison Securities Pty Limited (Morrison Securities) ABN 50 001 430 342 AFSL No 241737",
     "url": "https://www.sequoiadirect.com.au/wp-content/uploads/2021/10/Sequoia-Direct_Morrisons-Client-Application-Form-Equity-and-ETO_v6_31052021writable-copy.pdf#page=1",
     "page": 1,
     "document_sha256": "601c28e6486580bfbee0821bba396d74ad861efcc7d81015bd32dd92c5130429",
     "confirmed": "2026-11-13"
    }
   },
   "status": {
    "text": "We’ve created an easy application process to help save you time – click the below button to begin the application.",
    "url": "https://www.sequoiadirect.com.au/",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "We’ve created an easy application process to help save you time – click the below button to begin the application.",
     "url": "https://www.sequoiadirect.com.au/#:~:text=We%E2%80%99ve%20created%20an%20easy%20application,button%20to%20begin%20the%20application.",
     "document_sha256": "f23a26724d67161e5c06a19b6a3c1b132a82e4768f56abb6f106da27da56c588",
     "confirmed": "2026-11-13"
    }
   }
  },
  "sources": [
   "https://www.sequoiadirect.com.au/",
   "https://www.sequoiadirect.com.au/rates-and-fees/",
   "https://www.sequoiadirect.com.au/get-started/",
   "https://www.sequoiadirect.com.au/about-us/",
   "https://www.sequoiadirect.com.au/disclaimer/",
   "https://www.sequoiadirect.com.au/support/documents-and-downloads/",
   "https://www.sequoiadirect.com.au/wp-content/uploads/2025/02/Josh-Graham-merged-FSG-v17-17-February-2025.pdf",
   "https://www.sequoiadirect.com.au/wp-content/uploads/2021/10/Sequoia-Direct_Morrisons-Client-Application-Form-Equity-and-ETO_v6_31052021writable-copy.pdf"
  ],
  "documents": [
   {
    "title": "Rates & Fees",
    "url": "https://www.sequoiadirect.com.au/rates-and-fees/"
   },
   {
    "title": "Sequoia Wealth Management Financial Services Guide (Version 17, 17 February 2025)",
    "url": "https://www.sequoiadirect.com.au/wp-content/uploads/2025/02/Josh-Graham-merged-FSG-v17-17-February-2025.pdf"
   },
   {
    "title": "Client Application Form",
    "url": "https://www.sequoiadirect.com.au/wp-content/uploads/2021/10/Sequoia-Direct_Morrisons-Client-Application-Form-Equity-and-ETO_v6_31052021writable-copy.pdf"
   },
   {
    "title": "Documents and Downloads",
    "url": "https://www.sequoiadirect.com.au/support/documents-and-downloads/"
   }
  ],
  "curation_notes": "Self-directed: the about page says \"Sequoia Direct is a boutique online trading company, arranging execution-only services for self-directed investors wishing to buy or sell ASX equities, warrants and options.\" Get Started says \"Buy and sell ASX and CXA-listed securities\". No international shares are mentioned, but there is no explicit exclusion either, so international_shares is null. The FSG linked in the footer is a Sequoia Wealth Management FSG merged with an authorised-representative (JJLG Trading Pty Ltd) part, and its brokerage table did not extract as text. ABN left null because the three entity references conflict (see entity_note). Sequoia Corporate Finance Pty Ltd (on the NSX supporting-broker list) is a separate group company and is not the Sequoia Direct retail service.",
  "licence": {
   "afsl": "472387",
   "name": "SEQUOIA WEALTH MANAGEMENT PTY LTD",
   "abn": "22002314310",
   "acn": null,
   "licensed_since": "2017-02-14",
   "locality": "Sydney NSW 2000",
   "authorisations": {
    "advice_securities": [
     "retail"
    ],
    "deal_securities_for_clients": [
     "retail"
    ]
   },
   "source": {
    "dataset": "ASIC AFS Licensee dataset",
    "url": "https://data.gov.au/data/dataset/asic-afs-licensee",
    "release": "https://data.gov.au/data/dataset/ab7eddce-84df-4098-bc8f-500d0d9776d1/resource/d98a113d-6b50-40e6-b65f-2612efc877f4/download/afs_lic_202611.csv",
    "last_modified": "2026-11-11T20:51:07.739275",
    "licence": "Creative Commons Attribution 3.0 Australia"
   },
   "disagreements": []
  },
  "category_label": "Open to new retail clients for ASX shares",
  "holding_label": "CHESS-sponsored",
  "prices": {
   "500": 13.2,
   "1000": 13.2,
   "2000": 13.2,
   "5000": 13.2,
   "10000": 13.2,
   "25000": 22.0,
   "50000": 44.0,
   "100000": 88.0
  },
  "prices_native": null,
  "fx": null,
  "plans": [],
  "etf_brokerage": null,
  "etf_prices": null,
  "etf_sell_prices": null,
  "page": "https://deepalmanac.com/au/finance/stockbrokers/sequoia-direct/",
  "json": "https://deepalmanac.com/au/finance/stockbrokers/v1/brokers/sequoia-direct.json"
 }
}