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
Supernnuation
& 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

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