Financial Adviser
· NEWSTEAD, QLD
Mark Sebastian Grasso
No disciplinary history on record with ASIC
NEWSTEAD,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270975
About Mark Sebastian Grasso
Mark Sebastian Grasso is a financial adviser based in Newstead, Queensland, with 8 years of experience in the financial services industry since 2018. Mark is currently authorised under Oxlade Financial. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association of Australia (FAAA). Mark is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business (Financial Management)
James Cook University
2021
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2026
Certified Financial Planner (CFP)
Financial Advice Association of Australia (FAAA)
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
JGTS ADVICE PTY LTD
Excluding Self Managed Superannuation Funds, Excluding Standard Margin Lending Facilities
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register