The firm operates under the Securitor banner with offices in Ayr, Townsville and Bowen, to cater for the expanding client base in this northern region.
Grasso Financial Services currently has four qualified financial advisers; John Grasso, Tonia Sanderson, Mark Grasso and Kayleen Walsh who provide advice on a diverse range of financial planning areas including:
* Please refer to the individual financial advisers FSG part 2 (Adviser Profile) for details on their 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 joining the Securitor dealership in 2011 the practice and advisers have won the following coveted awards: