Advisers

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.

Jane Fittler - (Investment Adviser )

Grow Your Wealth Townsville

Jane Fittler  (LLB, Grad Cert Fin Planning)

Authorised Representative: 398630

Phone: (07) 4771 4577

Email: jane@gyw.com.au

Industry Education & Experience

Jane is an investment adviser focusing on large net worth clients.  She provides advice to clients regarding their investments, structures and estate planning.  Jane was instrumental in setting up the Grow Your Wealth, Private Wealth Management service.  

Jane holds a Bachelor of Laws Degree from James Cook University and a Graduate Certificate in Financial Planning.  Jane is also a Solicitor of the Supreme Court of Queensland and now provides legal advice to Grow Your Wealth Pty Ltd and its related entities.

Prior to working in the financial services industry Jane was the in-house lawyer for a large building and property development company and prior to that Jane was a partner in a Townsville Law Firm and practised in the areas of Property, Business and Estate Planning Law.

Jane is remunerated by way of salary and profit share.

Investment Style

Jane focuses on long term investment advice, with a strategy of buying quality businesses below their intrinsic value with a view to providing clients with solid long term income and growth.  Jane focuses on investments inside managed funds and wrap platforms.  Her goal is to help clients achieve a comfortable retirement.

Professional Associations

Member Queensland Law Society

Solicitor of Supreme Court of Queensland

ASIC Approved Competencies

  • Financial Planning
  • Superannuation
  • Managed Investments
  • Insurance
  • Securities
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Other Advisers:

Jason Fittler

Jason is the Branch Manager, Senior Adviser, Technical Specialist and owner of Grow Your Wealth.Before moving to obtain his own licence, Jason held a similar position with RBS Morgans. Jason previously worked as a public practicing accountant.

Jane Fittler

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.

Daniel Goulding

Daniel is a Portfolio Manager. Before moving to Grow Your Wealth, Daniel held a similar position with RBS Morgan’s. Daniel deals with clients looking for a full service experience. Daniel holds a Bachelor of Economics through James Cook University.

Financial Services Guide
A Guide to Our Relationship With You
Grow Your Wealth Pty Ltd - AFSL 403509
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Grow Your Wealth Privacy Policy PDF
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Pershing Privacy Policy PDF
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Pershing Securities’ FSG
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CPD Policy
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