Ayr 07 4783 1767  |  Tsv 07 4779 2079

Grasso Financial Services Team

John GrassoTonia Sanderson

 

Luisa GrassoSusan ZamperoniAlison Oar

 

Jade BolamCassandra SheppardMark Grasso

 

 


 

John Grasso

 

 

 

 

 

 

 

John Grasso

John is a director and partner of Grasso Financial Services.  John established Grasso Financial Services in Ayr in 2006 with the firm growing to comprise offices in both Bowen and Townsville shortly after.  He is an Authorised Representative of Securitor Financial Group and has recently completed his Master of Financial Planning.

John is passionate about providing personalised investment strategies to his clients.  He enjoys the relationships he builds with clients during the financial planning process and gains satisfaction in seeing clients on their way to meeting their goals. His holistic view to advice means he is happy to collaborate with client's accountants and legal advisers whenever necessary.

John is particularly well versed in SMSF legislation being a specialist adviser and member of the SMSF Professional's Association of Australia.  He also has many years of experience trading equities having commenced this activity at a young age.  John is happy to hold discussions with clients regarding their estate planning to help them come up with a strategy prior to meeting with their legal adviser.

John loves to spend time on the water, fishing and crabbing at his creek hut. He and Luisa are regulars at the movies and enjoy eating out & socialising with friends.  They like to take short breaks away with the family when time permits.

>See John's FSG 



Tonia Sanderson

Tonia Sanderson

Tonia is a director and partner of Grasso Financial Services and is based in the Townsville office. Tonia has extensive experience in the financial services industry with over 27 years spent working in financial planning firms. She is an Authorised Representative of Securitor Financial Group, has completed her Advanced Diploma of Financial Planning and recently completed her Master of Financial Planning.   As part of these studies Tonia received a 2016 Kaplan Professional National Subject Award.

Tonia has been instrumental in the continued growth of the firm utilising her vast experience to devise strategies for clients to improve their financial position no matter what stage of life.
Tonia is particularly well versed in Age Pension/Aged Care rules and is an Accredited Aged Care Professional .

Tonia is able to provide detailed recommendations on Self Managed Superannuation Funds as she is an SMSF specialist adviser and member of the SMSF Professional's Association of Australia.
Tonia enjoys interacting with all of her clients and reviewing their situation over time to ensure the best possible outcome can be achieved.

Tonia leads a healthy and active lifestyle and loves to spend time with her teenage boys. 

>See Tonia's FSG 



Luisa Grasso

Luisa Grasso

Luisa is the receptionist in the Ayr office.  As well as greeting clients Luisa's duties include looking after the accounts, administration and wages.  Luisa enjoys going to the movies, eating out and catching up with her 3 children as often as possible.   John and Luisa enjoy spending time with their friends and extended family and are looking forward to taking short breaks away when time permits.



Susan Zamperoni

Susan Zamperoni

Susan holds an integral role in the Ayr office being both a Client Liaison officer and in charge of administration processes.  Her role covers many facets including undertaking investments for clients, communicating with providers, and the overall monitoring of client accounts.  Susan enjoys holidaying and fishing and prawning with her husband and 4 boys at the family beach hut whenever possible.


Maree-Anne Gorizia

Maree-Anne Gorizia

Maree-Anne has a para planning role in the Ayr office, with an integral part of her duties being the ongoing monitoring of the Managed Discretionary Account Services held by many of our clients.  Maree-Anne has a banking and finance background having previously worked at CBA and as the finance officer at a local kindergarten.  Maree-Anne enjoys living in the Burdekin and particularly relishes spending time fishing and crabbing with family at their Barratta creek hut.  She is an avid reader and also enjoys hiking.


Alison Oar

Alison Oar

Alison provides support to both John and Tonia helping to oversee the offices and ensure processes run smoothly. She also forms part of the para planning team in the Ayr office and shares the role as Social Coordinator.  Alison has a Bachelor of Commerce degree and has previously worked as an accountant in both Townsville and Ayr. Alison enjoys socialising and spending time with her family and friends.  She has an active lifestyle and loves to go on holidays whenever possible.


Jade Bolam

Jade Bolam

Jade joined the Ayr office in May 2017 as a Client Service Officer.  The transition to financial planning support has been seamless for Jade with her previous experience in general insurance and administration.

Jade has now commenced studying her Diploma of Financial Planning. She enjoys spending time with family and friends and would like to travel overseas to Europe in the near future.


Cassandra Sheppard

Cassandra Sheppard

Cassandra is the receptionist in the Townsville office.  Her role encompasses many administrative tasks, liaising with clients and she is a support staff member for Tonia and Anthony.  Cassandra holds a Diploma in Financial Planning and has worked in the industry for approximately 7 years.  Her interests are varied but include mountain bike riding, reading (when time permits), watching the children go kart racing, and spending time with family and friends.


Mark Grasso

Mark Grasso

Mark works in the Townsville office as an Adviser Support Officer.  He has recently graduated from James Cook University with a Bachelor of Business majoring in Financial Management.  Mark has now commenced studying his Diploma of Financial Planning.  Mark enjoys playing soccer and is an avid supporter of his EPL team, Liverpool F.C.  He likes to socialise with his mates and is planning to undertake some travel overseas during 2018.


Anthony Castorina

Anthony Castorina

Anthony is based in the Townsville office and assists Tonia in delivering quality advice outcomes in Townsville, Ayr and Bowen.  Anthony holds a Diploma of Financial Planning and has been in the financial planning industry since 2015. He is particularly well versed in personal risk insurance and is passionate about ensuring that clients have adequate cover in place to meet their needs. 

Anthony enjoys fishing, camping and holidaying with his wife, Kelli and their young children.



Kelli Castorina

Kelli Castorina

Kelli forms part of the paraplanning team providing paraplanning support to Tonia and Anthony in the Townsville office. Kelli has been involved in the financial planning industry since 2002 in a range of roles from client services officer to paraplanner and adviser. Her career background is in banking and accounting having previously worked for one of the major banks in their financial planning arm and as a paraplanner for a large accounting practice based in Townsville.

Kelli enjoys spending time with her husband, Anthony and their young children, and catching up with family and friends. When time permits in her busy lifestyle, she also enjoys reading.

 

 

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John Grasso makes me feel like a valued client and take the time to explain what and why certain actions are to be taken.

Hayden, Townsville
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