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Mark Grasso

Oxlade Financial Pty Ltd

Gold
8 Yrs Experience
Newstead, QLD 4006

Mark Grasso is a Financial Adviser and the Operations Manager at Oxlade Financial. Mark has financial planning in his DNA, having grown up in a family that owned a financial planning firm in North Queensland. He learnt the ropes from a young age, and grew up passionate about helping people with their finances.

Mark is a true advocate for his clients, ensuring that advice is tailored to best meet (and exceed) their goals in the most efficient way. He has a grounded and approachable manner, and is committed to continual improvement, always looking for ways to make things better for our clients.

As you would expect in an Independent firm, Mark operates with genuine sincerity and integrity. He particularly enjoys looking after clients who are planning for or recently retired, busy professionals and business owners.

Mark is a qualified Certified Financial PlannerĀ®, and holds a Master of Financial Planning and Bachelor of Business (Financial Management).

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Oxlade Financial Pty Ltd

Suite 108, Level 1, 33 Longland St
Newstead, QLD 4006

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Oxlade Financial Pty Ltd

AFSL 535456