Jason Fittler  (B:Com CPA(FPS) Dip FP)

Authorised Representative: 259250

Email: jason.fittler@growyourwealth.com.au

Industry Education & Experience

Jason is the Branch Manager, Senior Broker, Technical Specialist and owner of the Grow Your Wealth Financial Services office in Townsville. Before moving to obtain his own licence Jason held a similar position with RBS Morgan’s.  Jason previously worked for National Australia Bank and as a public practicing accountant. 

Jason has been in the financial services industry since 1998 before starting with the firm in August 2001 and purchased the office in July 2005. Prior to moving into Stockbroking Jason worked as an Accountant and Financial Planner and has a back ground in banking and finance. 

Jason holds a Bachelor of Commerce Degree (Accounting) from James Cook University, a Diploma of Financial Planning and is a Specialist Financial Planner with CPA. He is also holds a Public Practicing Certificate with CPA.   

Jason is employed by Grow Your Wealth Pty Ltd which is the entity that manages the office of Grow Your Wealth Financial Services at Townsville. Jason is remunerated by way of salary and profit share.

Investment Style

Jason deals with high net worth clients looking for that full service experience, he provides advice on structuring, superannuation, Self Managed Super Funds, Taxation issues and portfolio management.

Jason focuses on providing long term returns above the ASX200, while matching client's portfolio to the clients risk profile. To provide long term sustainable growth he focuses on achieving maximum returns, providing tax effective structures in a low fee environment. 

Professional Associations

Certified Practicing Accountant (CPA)– Specialist Financial Planning

ASIC Approved Competencies

• Securities                           
• Financial Planning
• Superannuation
• Managed Investments
• Insurance
• Margin Lending