Grasso Financial Services

Finance · Australia · 11-50 Employees

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Overview

Headquarters

146 Queen St, Ayr, Queensland, 4807, Aus...

Phone Number

+61 747831767

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Grasso Financial Services

Grasso Financial Services was established in Ayr in August 2006. 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: Investment Estate Planning Retirement Planning & Superannuation Small Business Succession Planning Life Insurance Aged Care Self Managed Super Funds 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 tRead more
Grasso Financial Services's Social MediaPopular SearchesGrasso Financial ServicesAdviser Ratings Pty LtdCom Grassofinancialservicesgrassofinancialservices.com.auSIC Code 62,628NAICS Code 52,523Show more

Grasso Financial Services Org Chart

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JG
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Manager, Accounting

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TS
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Partner

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Grasso Financial Services

<$5M
11-50
Private
-
2006
JG
Jessica GrassoManager, Accounting
<$5M
11-50
Private
-
1986
PR
Peter RodgersFounder & Investment Strategist
<$5M
11-50
Private
-
-
DH
Darren HowardDirector, Financial & Planner & Smsf Specialist
<$5M
11-50
Private
-
1999
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
-
DW
Dishna WijenayakeFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Grasso Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Grasso Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Grasso Financial Services.

Grasso Financial Services Tech Stack

A closer look at the technologies used by Grasso Financial Services

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Frequently Asked Questions Regarding Grasso Financial Services

What is Grasso Financial Services's official website?
Grasso Financial Services's official website is www.grassofinancialservices.com.au
What is Grasso Financial Services's Revenue?
Grasso Financial Services's revenue is <$5 Million
What is Grasso Financial Services's SIC code?
Grasso Financial Services's SIC: 62,628
What is Grasso Financial Services's NAICS code?
Grasso Financial Services's NAICS: 52,523
How many employees does Grasso Financial Services have?
Grasso Financial Services has 11-50 employees
What industry does Grasso Financial Services belong to?
Grasso Financial Services is in the industry of: Finance, Securities Trading
What is Grasso Financial Services competition?
Grasso Financial Services top competitors include: Merit Wealth, Direct Advisers, Chris Humphrey Private Wealth Management, Brillo Wealth Management
What technology does Grasso Financial Services use?
Some of the popular technologies that Grasso Financial Services uses are: PHP 5.6, reCAPTCHA, PHP, Google Universal Analytics
How do I contact Grasso Financial Services?
Grasso Financial Services contact info: Phone number: +61 747831767 Website: www.grassofinancialservices.com.au
What does Grasso Financial Services do?

Grasso Financial Services was established in Ayr in August 2006. 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: Investment Estate Planning Retirement Planning & Superannuation Small Business Succession Planning Life Insurance Aged Care Self Managed Super Funds 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: Grasso Financial Services Securitor Queensland Practice of the Year 2012 John Grasso Securitor Queensland Financial Adviser of the Year 2012 and 2013 Tonia Sanderson Securitor Queensland Rising Star Award 2014 John Grasso & Tonia Sanderson Named a Most Trusted Adviser in Australia by clients in research conducted by Beddoes Institute in 2015 ...Read More

What are Grasso Financial Services social media links?
Grasso Financial Services Linkedin page Grasso Financial Services Facebook page
Is Grasso Financial Services a public company?
Grasso Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Grasso Financial Services

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