Stephen Foxton Greatrex – Financial Adviser

Adviser identifying number: 339069
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: WEALTH ON TRACK PTY LTD
Licence number: 465168
Licensee’s ABN:
Licence controlled by: STEPHEN GREATREX

The date the Financial Adviser commenced the appointment: 01/11/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTH ON TRACK PTY LTD
Authorised Representative identifying number: 465168
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce – Queensland University
• Bachelor of Laws – Queensland University
• Certified Financial Planner (CFP) – Financial Planning Association
• Master of Applied Finance – Macquarie University

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Justice of the Peace (S.A.)
• Tax Practioners Board

Stephen Foxton Greatrex is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation