Jason Lee Fittler – Financial Adviser

Adviser identifying number: 259250
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: GROW YOUR WEALTH PTY LTD
Licence number: 403509
Licensee’s ABN: 60130727981
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/05/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GROW YOUR WEALTH PTY LTD
Authorised Representative identifying number: 403509
Authorised Representative’s ABN: 60130727981

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Commerce – James Cook University
  • Diploma of Financial Planning – Financial Planning Association of Australia Limited
  • Registered Tax Agent – Tax Practitioners Board
  • Self Managed Super Fund Specialist – CPA Australia
  • Specialist in Financial Planning – CPA Australia

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Jason Lee Fittler is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility