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Steve Greentree
Private Client Adviser
My clients are at the core of what I do. I work closely with them to provide objective advice based on informed analysis, prudent judgement and diligent effort.
Steve has been involved in the financial services sector since 1999. He has held a number of roles with global investment banks in London & Brisbane. For the last 10 years, Steve has been an Investment Adviser with Morgans.
Investment Style
Steve provides personalised investment advice to a range of clients across differing structures. This includes self managed super funds, family trusts, companies and individuals. Steve‘s investment experience extends to listed Australian shares, fixed income, property trusts as well as both listed and unlisted foreign investment trusts. At all times attention is paid to the client's underlying financial objectives and attitudes towards risk.
Services and Specialties
Portfolio Administration
Fixed Interest and Cash Management
Wealth Management
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Qualifications and Professional Affiliations
Superannuation & Retirement Planning
Bachelor of Business (Economics & Finance)
SDIA Accreditation Program
Margin Lending Accreditation Program
Self Managed Superannuation Funds
Diploma of Financial Services (Financial Planning)
Associations
No items found.
Competencies
Generic
Tax (financial) Adviser
Financial Planning
Margin Lending
Derivatives Level 3
FASEA Financial Adviser Exam
Life Insurance
Managed Investments
Direct International Equities Trading Adviser
Securities
ASIC Financial Advisers Register
Derivatives Level 1
Superannuation
Derivatives Level 2
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
