Financial Adviser
· BUNDALL, QLD
Lawrence Grasso
No disciplinary history on record with ASIC
BUNDALL,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002703
About Lawrence Grasso
Lawrence Grasso is a financial adviser based in Bundall, Queensland, with 18 years of experience in the financial services industry since 2008. Lawrence is currently authorised under Pgw Financial Services. Lawrence holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lawrence's qualifications include a Bachelor of Commerce from Bond University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
Bond University
2014
Foundations of Financial Planning Part B: Financial Planning
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2015
921 Managed Investments
Other - Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited