Jon Pitt

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

Fixed Interest and Cash Management

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Jon Pitt's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Bachelor of Agricultural Science

Masters in Agribusiness

Graduate Diploma of Financial Planning

Graduate Diploma of Applied Finance & Investment

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Generic

Life Insurance

Managed Investments

Margin Lending

Securities

Superannuation

Derivatives Level 1

Financial Planning

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.