Financial Adviser
· BRISBANE, QLD
Steven John Greentree
No disciplinary history on record with ASIC
BRISBANE,
QLD
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259619
About Steven John Greentree
Steven John Greentree is a financial adviser based in Brisbane, Queensland, with 27 years of experience in the financial services industry since 1999. Steven is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Bachelor of Business (Economics and Finance) from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Economics and Finance)
Queensland University of Technology
2008
Diploma of Financial Services (Financial Planning)
KAPLAN
2008
Superannuation & Retirement Planning
Kaplan
2010
Margin Lending Accreditation program
SAA
2015
Self Managed Super Funds
Kaplan