Greg Crowe

Private Wealth Adviser

Background

Greg has been working in the financial advice sector since 2004 and has steadily built a successful business by consistently prioritising his clients’ financial needs.

Greg aims to provide clients with peace of mind that their wealth is being managed in a conservative, diversified manner. Superannuation and retirement planning are areas of expertise, and using a combination of direct shares, term deposits and cash are a staple of his advice.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Superannuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Advanced Diploma of Financial Services
  • Diploma of Financial Services (Financial Planning)

Certifications

Areas of Advice

  • Financial advice
  • Investment strategies
  • Retirement planning
  • Superannuation & SMSF

Office

Adelaide
Level 5/100 Pirie St Adelaide SA 5000
(08) 8203 2500
adelaide@ords.com.au

Map

Testimonials

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Building wealth for generations

Ord Minnett is an Australian owned wealth management firm. We offer financial advice and investment management for individuals, families, businesses and organisations, enabling them to protect and grow their wealth.

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