Advisors
We have assembled a team of investment professionals with a high level of expertise across many facets of the wealth management equation. This diversity and depth of knowledge allows us to deliver personalised investment solutions that help clients achieve their financial goals. We believe our commitment to building long-term relationships with our clients differentiates us from other stock broking and financial groups. Our advisers have a combined experience of over 35 years in financial markets.
Jason Fittler – (Branch Manager)
Grow Your Wealth Townsville
Jason Fittler B:Com, CPA, Financial Planning Specialist, Dip FP and Self Managed Super Fund Specialist
Authorised Representative: 259250
Phone: (07) 4771 4577
Email: [email protected]
Industry Education & Experience
Jason is the Branch Manager, Senior Adviser, 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 Morgans. 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 that Jason worked as an Accountant and Financial Planner and has a background 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 and a Self Managed Super Fund Specialist with CPA. He 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
(CPA) Self Managed Super Fund Specialist
ASIC Approved Competencies
- Securities
- Financial Planning
- Superannuation
- Managed Investments
- Insurance
- Margin Lending
Other Advisers:
Jason Fittler
Jane Fittler
Authorised Representative: (398630)Jane is an Investment Adviser focusing on large net worth clients. Her goal is to help clients achieve a comfortable retirement.Jane holds a Bachelor of Laws Degree from James Cook University and a Graduate Certificate in Financial Planning.