The firm operates under the Securitor banner with offices now in Ayr, Bowen and Townsville to cater for the expanding client base in this northern region.
Grasso Financial Services currently has two qualified financial planners, John Grasso and Tonia Sanderson.
John and Tonia provide advice on a diverse range of financial planning areas including:
Grasso Financial Service's philosophy on financial planning is to focus on a client's needs and 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 John and Tonia have found that the personalised investment strategies they provide 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 has also recently received her 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 joining the Securitor dealership in 2011 the practice and advisers have won the following coveted awards: