Steve Greatrex

Wealth On Track

Gold
20 Yrs Experience
Eastwood, SA 5063

Recent reviews

Wealth On Track

Level 1, 213 Greenhill Road
Eastwood, SA 5063

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 10
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Wealth On Track Pty Ltd

AFSL 465168

4.90
10 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on June 2016

"Thanks Peter for your feedback. Really appreciated. Cheers Steve"

5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on June 2016

"Thanks Rowan, I really appreciate your feedback. You're on the way to securing your financial future! Cheers Steve"

4.50

"Steve is dedicated and understanding of our needs. Always follows through on promises and commitments."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on May 2016

"Thanks David. Really enjoying working with Sally and you. Cheers Steve"

5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on April 2016

"Thanks Wally, really enjoy working with you and Margaret. Looking forward to seeing your next Centrelink statement! Cheers Steve"

5.00

"Honest, knowledgeable and friendly"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on April 2016

"Thanks Donny, really appreciate this. Cheers Steve"

5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on April 2016

"Thanks Chris - really appreciate your feedback! Cheers Steve"

5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on April 2016

"Thanks Andrew - really appreciate you giving me this feedback. Working on your plan right now! Cheers Steve"

5.00

"I am very happy with his service and advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on April 2016

"Thanks Steve, really appreciate your feedback. Great to see your business moving ahead. Cheers Steve"

4.75

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on April 2016

"Thanks Pam - I really appreciate you taking the time to give me this feedback. Steve"

5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Steve Greatrex profile photo

Steve Greatrex responded on March 2016

"Thanks Denise for your kind comments. I enjoy working with you and Jack. Cheers Steve"

Showing reviews 1—10 of 10

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
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