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Gregory Lo Grasso

Experienced Financial Services Leader | Advice Assurance |

Australia/Melbourne (UTC+10)
English

About

As an Experienced Financial Services Leader with a deep-seated passion for Advice Assurance, I am dedicated to guiding clients through the intricate world of finance with confidence and clarity. My journey in this field began over two decades ago, driven by an unwavering commitment to empower individuals and businesses alike in achieving their financial aspirations. This experience has honed my skills in creating bespoke strategies that respond precisely to the unique needs of each client. At the heart of my approach lies a dedication to transparency and integrity, ensuring that every piece of advice is not only sound but also tailored to foster long-term financial health. My expertise is deeply rooted in the nuances of risk management, strategic planning, and regulatory compliance, allowing me to provide comprehensive solutions that stand the test of time. Clients and collaborators often commend my ability to translate complex financial concepts into actionable insights, making the journey toward financial stability accessible and empowering for all. What sets me apart is my unwavering belief that financial success is a collaborative effort, one that thrives on trust and mutual respect. I invite you to join me on this journey, leveraging my expertise to navigate the ever-evolving financial landscape with assurance and optimism.

Key Skills

Experience

Senior Dispute Resolution Specialist & Acting Manager | Australian Financial Complaints Authority

Jan 2022 - Present
- Lead and mentor a team of dispute resolution specialists in an acting manager capacity. - Manage complex superannuation complaints in accordance with regulatory requirements. - Oversee workflow allocation, stakeholder engagement, and continuous improvement. - Successfully contributed to the implementation of AFCA’s new case management system.

Superannuation Specialist | Catholic Super

Aug 2020 - Oct 2021
- Managed member queries and superannuation administration processes. - Supported dispute resolution and member engagement initiatives. - Strengthened member relationships through clear communication and service excellence.

Education Consultant | UniSuper

Aug 2017 - Dec 2019
- Delivered member education programs, events, and advice services. - Managed event planning, content development, and stakeholder engagement. - Led initiatives that improved member experience and service delivery.

Superannuation Consultant (On-Campus) | UniSuper

Oct 2015 - Jul 2017
- Provided expert guidance to members on UniSuper products and retirement planning. - Conducted personalised consultations, seminars, and workshops on superannuation strategies. - Acted as a key liaison with Melbourne University, UniSuper’s largest employer partner.

Superannuation Adviser | UniSuper

Sep 2012 - Sep 2015
- Provided holistic financial planning and intra-fund advisory services, ensuring compliance with financial regulations. - Conducted risk assessments, investment strategy planning, and retirement projections for UniSuper members. - Assisted in refining UniSuper’s financial advisory framework, enhancing service delivery.

Financial Assessment Consultant | UniSuper

Sep 2011 - Sep 2012
- Responsible for providing accurate information to existing and prospective members and employers (and authorised third parties) about organisation's products and processes. - General Advice queries about products and superannuation topics. - Referring members to appropriate channels requiring personal advice.

Paraplanner / Associate Adviser | Conquest Advisory

Apr 2010 - Apr 2011

Helpline Consultant | Mercer

Oct 2007 - Apr 2010

Member Services Consultant | Australian Administration Services

Jul 2006 - Sep 2007

Education & Certificates

Content and Social Media Marketing

RMIT Online
Dec 2021

Brand Experience

RMIT Online
Nov 2021

Graduate Diploma, Financial Planning

Kaplan Professional
Jan 2014

Advanced Diploma, Financial Planning

Kaplan Professional
Jan 2012

Diploma, Financial Planning and Services

Kaplan Professional
Jan 2010

Bachelor of Business (Management)

Victoria University
Dec 2005

Schedule a Session

Consulting Call

30 min
Free
Tailored advice and actionable solutions for immediate career challenges.

Executive Coaching

60 min
$910.01 for 6 sessions
Focused, one-on-one coaching to strengthen executive skills and drive strategic growth.

Leadership Coaching

60 min
$1365.02 for 10 sessions
Development of core leadership abilities for success in management and team roles.

Recommended Training Topics

Procurement Fundamentals

The Procurement Fundamentals training provides a comprehensive understanding of purchasing processes, sourcing strategies, and supplier management. Participants will gain insights into cost-effective procurement practices that enhance organizational efficiency. The program covers tools and techniques essential for optimizing supply chain operations and emphasizes the practical application of these concepts in various industries.

Financial Statements 101

Financial Statements 101 provides a foundational understanding of financial records essential for business operations. This course covers key components such as the balance sheet, income statement, and cash flow statement. Gain insights on interpreting financial data, essential for making informed business decisions and evaluating a company's financial health in real-world scenarios.

ERP Basics (SAP, Oracle)

This training provides a comprehensive introduction to ERP systems, focusing on SAP and Oracle platforms. Participants will learn key skills in system integration, data management, and process optimization. Practical applications include improving business efficiency and decision-making in real-world scenarios, making it essential for professionals across various industries.

Investment Appraisal

This training offers an in-depth exploration of investment appraisal techniques, focusing on the evaluation of financial performance and strategic decision-making. Participants will learn various methods such as Net Present Value (NPV), Internal Rate of Return (IRR), and Payback Period, and apply these in real-world scenarios to assess investments effectively.

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