Ayr 07 4783 1767  |  Tsv 07 4779 2079

Grasso Financial Services Team

Our Financial Advisers

John GrassoTonia Sanderson

      

Our Amazing Support Team

Luisa GrassoSusan ZamperoniAlison Oar 

 

 

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 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.

> Click here to see a copy of our 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 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 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. 

> Click here to see a copy of our FSG


Mark Grasso

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 is enjoying learning the ropes and has a particular interest in investments, superannuation and insurance.

Mark enjoys playing soccer and is an avid supporter of his EPL team, Liverpool F.C

> Click here to see a copy of our 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.


Melissa Boulter

Melissa Boulter

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.

 

 

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What our Clients Say

Tonia makes you feel like a friend, she doesn't judge you on your previous decisions you may have made with previous advisers.  She will spend the time to talk to you about what you want for the future and how we see ourselves living in our retirement.  She listens and really explains so that you can understand what she is doing for you.  Tonia is easy to talk to and we feel relaxed with her.

Robert, Townsville
GRASSO FINANCIAL SERVICES

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