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Jon Pitt
Private Client Adviser
I obtain a complete picture of a client’s situation, objectives and risk profile with a view to providing holistic advice on appropriate structures and investments for long term wealth creation.
Jon holds a Masters in Agribusiness from the University of London and was awarded the John Bennett Prize for top graduate. He has investment experience spanning over 20 years and has spent a number of years working in the agricultural industry which included managing and operating the family’s grazing enterprise. He is a senior partner in the Morgans Hobart business.
Investment Style
Jon’s investment approach is fundamentally based, recognising that in any investment there can be a valuation range from undervalued to overvalued. Through proactive portfolio management Jon aims to capture this range when establishing and managing portfolios. Jon adheres to well developed principles that have worked over extended periods and a variety of market conditions.
Services and Specialties
Portfolio Administration
Stockbroking
Wealth Management
Fixed Interest and Cash Management
Self-Managed Super Funds
Superannuation Advice
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance & Investment
Graduate Diploma of Financial Planning
Masters in Agribusiness
Ethics and Professional Relationships
Bachelor of Agricultural Science
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Superannuation
Margin Lending
Financial Planning
Managed Investments
Life Insurance
Derivatives Level 1
Generic
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of percentage of fees. As a shareholder of RBSM Tas Pty Ltd, I may be entitled to a share of profits.
