Financial Adviser · MALVERN, VIC

Pinchas Chaim Lebovits

MALVERN, VIC

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001250860

Practice

Parc Wealth Management

Malvern, VIC (practice address on ASIC register)

Licensed through Parc Wealth Group

View practice

About Pinchas Chaim Lebovits

Pinchas Chaim Lebovits is a financial adviser based in Malvern, Victoria, with 10 years of experience in the financial services industry since 2016. Pinchas works at Parc Wealth Management, which is licensed through Parc Wealth Group. Pinchas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Pinchas's qualifications include a Bachelor of Business (Accounting) & (Banking and Finance) from Monash University. Pinchas is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business (Accounting) & (Banking and Finance)

Monash University

2010

Certified Practicing Accountant

CPA Australia

2017

Advanced Diploma of Financial Planning

Mentor Education

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Parc Wealth Group Pty Ltd

Feb 2022 - Present Current

LONSDALE FINANCIAL GROUP PTY LTD

Oct 2018 - Feb 2022 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2016 - Oct 2018 Ceased

Source: ASIC Financial Advisers Register