John Grasso
John Grasso
Financial Adviser
John was formerly a director and founding partner of Grasso Financial Services. He is now an Authorised Representative of Altitude Wealth Management Pty Ltd and has 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 has many years of experience dealing in diversified investments including direct equities. 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 away on short holidays as well as regular trips to Magnetic Island. He is a regular at the movies and enjoys eating out & socialising with friends and family.
Qualifications and Professional Memberships
- Master of Financial Planning
- SMSF Professional’s Association of Australia