The firm operates under JGTS Advice Pty Ltd as the Licencing arm of Grasso Financial Services, which has been providing high quality advice and services for over 13 years.
Grasso Financial Services currently has three qualified financial advisers; John Grasso, Tonia Sanderson and Mark Grasso, who provide advice on a diverse range of financial planning areas including:
* Please refer to the Financial Services Guide (FSG) part 1 and 2 (Adviser Profile) for further details on the business and each advisers' individual authorisations.
Grasso Financial Service's philosophy on financial planning is to focus on a client's goals and needs to deliver strategies to put them in a better position. Where required, Grasso Financial Services will work together with client's other professional advisers, i.e. accountants and solicitors to provide comprehensive financial advice. With constantly changing legislation and a challenging investment environment, the personalised investment strategies provided to clients, meets their goals and expectations and provides them with peace of mind.
As both John and Tonia are Self Managed Superannuation Fund (SMSF) specialist advisers with the SMSF Professional's Association of Australia (SPAA) they are able to provide dedicated advice to trustees of SMSFs.
Tonia is also has Aged Care Professional accreditation giving her the qualifications and expertise to advise clients on their options when looking at Residential Aged Care facilities for themselves or loved ones.
Since establising the business in 2006, the practice and advisers have won the following coveted awards: