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
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Gold
- First year providing advice 2018
- Years of experience 8
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Oxlade Financial Pty Ltd
Suite 108, Level 1, 33 Longland StNewstead, QLD 4006
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Oxlade Financial Pty Ltd
AFSL 535456