John GrassoJohn 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 JGTS Advice Pty Ltd 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.
Tonia SandersonTonia 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 JGTS Advice Pty Ltd, 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 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.
Mark has recently taken on the role of Junior Financial Planner, having successfully completed his Bachelor of Business, majoring in Financial Management and Diploma of Financial Planning. Mark has been a member of the Grasso Financial Services team since 2015, having worked on a part time basis whilst completing his university studies. Mark intends to continue to study and will shortly commence his Graduate Diploma in Financial Planning.
Mark enjoys playing soccer and is an avid supporter of his EPL team, Liverpool F.C
Gavin joined the Grasso Financial Services team as a Senior Financial Planner in 2020.
He entered the Financial Services industry in 2004 after completing a Bachelor of Commerce with a major in Finance. He was first authorised as a Financial Adviser in 2007 and shortly thereafter attained the highly respected designation of Certified Financial Planner.
Gavin has worked in both boutique Financial Planning firms and Accounting Practices, and has extensive experience working with a wide range of clients from individuals and families to business owners and retirees.
Gavin enjoys helping his clients build their wealth through a combination of prudent investing, savings discipline and ensuring their financial position is optimised through the development of a realistic financial plan. He is also the Grasso Financial Life Insurance specialist with experience working with both families and business owners.
Outside the office, he can be found brewing handcrafted specialty beers, casting a lure, or enjoying the great outdoors with his wife and three young children.
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 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 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 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.
Melissa is our Client Services Officer based in our Ayr office. Her role consists of assisting the advisers and paraplanners with file preparation, research and file completion. Melissa holds a Diploma in Financial Planning and brings with her not only her warm personality but also years of administrative experience having worked in the financial planning industry for a number of years.
Melissa has a husband and two adult sons one who lives in Melbourne and one who still lives at home they both keep her very busy. When she has some spare time she enjoys going to the movies, reading and travelling to Melbourne to see her son.