About Us

Grasso Financial Services was established in Ayr in August 2006.

The firm operates under JGTS Advice Pty Ltd as the Licencing arm of Grasso Financial Services, which has been providing high quality advice and services for over 13 years. 

Grasso Financial Services currently has four qualified financial advisers; John Grasso, Tonia Sanderson, Mark Grasso and Gavin Runde, who 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 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 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 establising the business in 2006, 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
• Tonia Sanderson 2016 National Subject Award winner 'Investment Advice' Kaplan Master of Financial Planning