Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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The departure of Sequoia CEO Garry Crole isn’t a shock: despite the company being heavily implicated in the Shield and First Guardian collapse, his departure had been in the works for two years. But he leaves behind a tarnished ASX-listed company and a profession undergoing another round of regulatory reform.
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