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Adviser Profile

Steve Greatrex

Wealth on Track

Steve has worked in the financial services industry since 1987 and has been a financial adviser since 2002. Steve has previously been recognised as a Top 10 Financial Planner in Adelaide. He is the Founder of Wealth On Track and loves working with clients to help them achieve their financial best. He is interested in exploring the latest investment and protection trends whilst always leaving his clients well diversified and sheltered from harm.

 

Specialities

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Aged Care Advice
  • Direct Equities
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

213 Greenhill Rd, Eastwood SA, 5045

Office Hours

Monday to Friday: 8:30am - 5:00pm



Steve Greatrex is a representative of Wealth on Track AFSL No. 465 168 ABN 59 485 909 381 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.