Course Overview

We are pleased to invite all ADAQ members to an upcoming webinar designed to build confidence and clarity when it comes to managing money and investing. 

This session will guide you through the key foundations of financial literacy and investing, helping you develop a stronger understanding of how money works and how effective financial decisions can support long-term wealth creation.  

We will cover the essential elements of financial foundations and investing, including wealth-building fundamentals, financial planning, investing principles, risk management, superannuation, and more. 

Presented by Oxlade Financial, Independent Financial Advisers, this webinar is designed to equip you with greater foundational knowledge regarding your financial world. Please note, this session is general in nature and does not constitute personal financial advice. 

Learning Objectives

This session will cover:

- Why financial literacy matters and how it underpins long-term financial success 
- The foundations of wealth building and the stages of financial independence 
- The importance of financial planning and goal setting 
- Key financial and investment concepts you should understand 
- Types of investment vehicles and how they work 
- Risk and risk management fundamentals 
- The power of compounding and the impact of consistent, long-term behaviour 
- Superannuation fundamentals and its role in wealth creation 
- Common financial mistakes to avoid  

PRESENTER BIOGRAPHY

Mark Grasso 

Mark Grasso is a Partner, 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 Planner®, and holds a Master of Financial Planning and Bachelor of Business (Financial Management). 

Simon Hepson

Simon Hepson is a Financial Adviser at Oxlade Financial. Simon has been an Adviser since 2013, and has been working in Independent practices since 2018. 

Simon is passionate about providing excellent and highly valuable advice to his clients. He works hard to help his clients achieve their goals and live their lives to the fullest. Simon truly listens and takes the time to understand his clients’ situations, stressors and desires, so that he can ensure advice is impactful and relevant for short, medium and long term objectives. 

Simon is an experienced and highly ethical operator. He mostly works with medical professionals, ambitious working people and pre-retirees. 

Simon was awarded Finalist in the SMSF Awards 2025 and the ifa Excellence Awards 2022. 

Simon is a qualified Certified Financial Planner®, and holds a Master in Financial Planning and a Bachelor of Business (Finance).