Steve Greatrex
Wealth On Track
Recent reviews
Wealth On Track
Level 1, 213 Greenhill RoadEastwood, SA 5063
Opening hours
- 9:00am – 5:00pm Monday – Friday
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 10
- First year providing advice 2002
- Years of experience 20
-
Highest qualification
- Master of Applied Finance
-
Language spoken
- English
Expertise
Licensed by
Wealth On Track Pty Ltd
AFSL 465168
Sort by
John, 56 - 65 years, Happy Valley, SA
"Very satisfied with the information given and the manner in which it was presented. Steve understood my situation and my future goals and came up with a solution that suits my needs."
- Superannuation
- Retirement & Pension
Rowan, 35 - 45 years
"Steve was outstanding! He explained complex technical financial options and concepts in an easy to understand manner that will assist me to make informed choices. His communication style is friendly and interested and very professional. I would recommend his service and his business to others without hesitation."
- Superannuation
- Insurance Protection
- Wills & Estates
David, 46 - 55 years, West Lakes, SA
"Steve is dedicated and understanding of our needs. Always follows through on promises and commitments."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Tax Strategies
- Growing Assets
Valters, 56 - 65 years, Fulham Gardens, SA
"Since being clients of Steve, we feel more confident in regards to our financial position. His knowledge in developing a plan for us, and one that we understand has been of a major benefit for planning our future. With our experience with Steve, we would not have any doubt in recommending him to others to prepare for their retirement."
- Superannuation
Donny, 35 - 45 years
"Honest, knowledgeable and friendly"
- Superannuation
- Retirement & Pension
Christine, 56 - 65 years, Hove, SA
"Steve goes though our super situation as it is now and listens to our questions and concerns before giving any advice. He is thorough and easy to understand. We have confidence and are very happy with Steve as our financial adviser."
- Government Assistance
- Retirement & Pension
- Self Managed SuperFunds
Andrew, 56 - 65 years, Torrensville, SA
"Steve has a good understanding of my situation and has provided sound advice. He will only recommend products which he would also take on for himself."
- Superannuation
- Retirement & Pension
Steve, 35 - 45 years, Marion, SA
"I am very happy with his service and advice."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Small Business Advice
- Budgeting
Pam, 56 - 65 years, St Morris, SA
"I used to be wary of financial advisers, seeing them as insurance salesmen in disguise, but after dealing with Steve for a couple of years I trust him implicitly. He explains things very well and I feel he has my best interests at heart."
- Insurance Protection
- Retirement & Pension
Denise, 56 - 65 years, Greenwith, SA
"Steve explains things in simple terms that we can understand. Have been taking advice from Steve for several years and all is going well. No problems at all."
- Retirement & Pension
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Small Business Advice
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Qualifications & Training
Bachelor of Laws
- Level
- 7 - Bachelor Degree
- Institution
- The University of Queensland (UQ)
- Completed
- 1987
Bachelor of Commerce
- Level
- 7 - Bachelor Degree
- Institution
- The University of Queensland (UQ)
- Completed
- 1983
Certified Financial Planner (CFP)
- Level
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Institution
- Financial Planning Association of Australia (FPA)
- Completed
- 2004
Master of Applied Finance
- Level
- 9 - Masters Degree
- Institution
- Macquarie University
- Completed
- 1992
Ethics and Professionalism in Financial Advice - Bridging Course
- Level
- 0 - Training / Exam / Other
- Institution
- Kaplan Professional
- Completed
- 2019
Professional Memberships
Royal Association of Justices of South Australia Inc (RAJSA)
- Membership type
- Member
Tax Practitioners Board (TPB)
- Membership type
- Member
- Opinion
- Services
- Comment
- Questions
- Details
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