Pinchas Chaim Lebovits
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001250860
- Location
- Malvern VIC 3144
- Licensee
- Parc Wealth Group Pty Ltd (AFSL 535090)
- Authorised since
- 10 February 2022
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Accounting) & (Banking and Finance), Monash University (2005); Certified Practicing Accountant, CPA Australia (2010); Advanced Diploma of Financial Planning, Mentor Education (2017); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Pinchas Chaim Lebovits
On the Financial Advisers Register kept by ASIC, Pinchas Chaim Lebovits appears as a current financial adviser in Malvern, Victoria, adviser number 001250860.
The licensee Pinchas advises under is Parc Wealth Group Pty Ltd (AFS licence 535090). The current authorisation started on 10 February 2022.
According to the register, Pinchas first provided financial advice in 2016. The qualifications listed for Pinchas include Bachelor of Business (Accounting) & (Banking and Finance) (Monash University, 2005), Certified Practicing Accountant (CPA Australia, 2010) and Advanced Diploma of Financial Planning (Mentor Education, 2017). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Pinchas Chaim Lebovits a registered financial adviser?
Yes. Pinchas Chaim Lebovits is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001250860.
Which licensee does Pinchas Chaim Lebovits work under?
Parc Wealth Group Pty Ltd, Australian financial services licence 535090.
What can Pinchas Chaim Lebovits give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.