Us
Meet the team
P.C. Lebovits
Founder and Managing Director
P.C. is passionate about positively impacting client outcomes and optimising their financial and life objectives. In providing a wide array of financial services to diverse clients for over 20 years, he has gained extensive experience in wealth management, superannuation & retirement planning and personal insurance advice.
Chair of the Parc Wealth Management Investment Committee, P.C. is also a member of FPA, CPA and the SMSF Association. The recipient of multiple industry award nominations, he has twice been awarded Finalist for ‘Adviser of the Year’.
Deeply understanding the needs of businesses, individuals and families, P.C. guides clients “towards structuring their financial wellbeing with clear vision”. In personally mentoring stakeholders and market industry participants alike, his focus has evolved organically to provide holistic bespoke financial services to high-net worth clients.
Since establishing Parc Wealth Management in 2016, P.C. has thrived on assembling an experienced, dedicated team of specialists to support clients in every facet of their requirements.
His qualifications include degrees in Accounting, Banking & Finance, an Advanced Diploma of Financial Planning, is FASEA compliant and holds an Australian Financial Services Licence.
Ashley Davidson
Risk Adviser
Ashley is our most recent team member. On his journey to becoming an Adviser, Ashley began his career as an industrial chemist before becoming a NAB Relationship Manager where he worked for 8 years. In 2008 he moved into his Advisory role; first with a boutique Financial Planning office and then with FCA Financial as an Authorised Representative.
Ashley feels gratified in communicating well-informed “financial planning sense” to clients and in helping them feel totally at ease with their decisions. He most values the rapport and trust that develop in authentic client/adviser relationships.
With his wealth of experience over the last 20 years, particularly since 2016 in his own practice, we introduce and welcome Ashley to our niche clients.
His qualifications include a Diploma of Financial Services and a Graduate Diploma in Applied Finance and Investment.
Kerri Davey
Senior Financial Adviser
Kerri has been working in financial services for 20 years and was first authorised to provide advice in 2004. Kerri has extensive experience with Centrelink and Aged Care Advice, paired with a genuine desire to help clients achieve their financial goals. Kerri enjoys using her experience and strong technical knowledge to develop strategies that work for clients’ day-to-day lives and for their financial future. Kerri is a Certified Financial Planner® (CFP) Professional and has completed the Self-Managed Superannuation Fund specialised education.
Andy Lay
Financial Adviser (Provisional)
A passionate researcher, Andy believes everyone can benefit from sound financial advice. With over 12 years’ industry experience, he is the Parc Wealth ‘go to’ team member for all questions financial, meeting the needs of clients with empathy and integrity. Andy is a parent with a mindset around ‘above and beyond’ and actively pursues ‘right-fit’ and tailored financial strategies in every client scenario. This is evident in his approach to assisting clients achieve their financial goals and objectives at all life stages.
Apart from being a dedicated runner and car enthusiast, Andy has extensive knowledge of portfolio construction and personal risk cover, while maintaining a keen interest in investing and the sharemarket. Andy’s high level-commitment is met with equal attention to detail, and he keeps constant watch of legislative and industry change. In this capacity, Andy also assists with training and keeping the team well-informed.
Andy has a Bachelor of Business (Banking and Finance).
Michelle Bryant
Chief Operating Officer
Michelle’s mantra is refreshing. “Let’s build a financial planning service our clients really want and need”. And so together with her dynamic and inspirational team, they have done just that.
For Michelle, nothing is more rewarding than coming to work every day in the uniquely flexible, people-centric model the company has developed for clients.
With 20 years’ experience in the Financial Planning industry, Michelle’s roles in Business Development, Client Services, Paraplanning and Practice Management inform her role today as Chief Operating Officer.
She has a strong marketing and business strategy background, and a proven track record of using qualitative and quantitative analytics to drive company growth.
In her current role as COO for Parc Wealth Management and Parc Wealth Group, Michelle is responsible for overseeing the day-to-day running of the company, including team recruitment and management, process development and improvement, and compliance. She is also a Financial Adviser, where she provides quality financial advice and guidance to clients. Michelle is a valuable asset to the Parc team and is passionate about helping her clients achieve their financial goals.
She is qualified with a degree in Commerce (Financial Planning and Marketing) and an Associate Diploma in Business.
Sonia Jamal
CLIENT SERVICE Manager
Sonia is part of our Client Service Team at Parc Wealth Management. She is currently completing her Masters in Financial Planning and aims to cultivate her career in the Financial Services Industry.
Sonia is responsible for Implementation, Compliance and Client Services and provides support to the Financial Advisers. She intends to use her many years of experience in Customer Service to deliver the highest level of service to our clients.
Sonia is bubbly and positive with big aspirations for her Financial Services career. She likes to be busy, learn new skills and she loves a challenge. There are big things in store for Sonia’s future!
Jangelah Frew
Personal Assistant
With over 10 years of customer service and four years of administrative experience across diverse industries, Jangelah balances a developing career with the joys of parenthood showcasing her ability to manage both professional and personal responsibilities. Her career trajectory, initiated later in life after raising three children, mirrors a commitment to personal and professional growth.
As one of our newest members of the Parc Wealth Management team, Jangelah applies her extensive customer service and administrative experience to contribute meaningfully to Parc Wealth Management’s goals. Inspired by a desire to excel and driven by a commitment to personable client relationships, Jangelah is determined to prove that it’s never too late to pursue and conquer new horizons.
Andrea Medero
Head of Client Services
With years of experience in financial planning administration and implementation, Andrea brings a wealth of knowledge to the Parc team. Her passion lies in empowering clients to achieve their long-term financial goals. Witnessing clients navigate their financial journeys with confidence and clarity is what truly motivates her.
As Head of Client Services, Andrea leverages her organisational skills and dedication to exceptional customer service. She thrives on streamlining processes to ensure a smooth and positive experience for each valued client. Teamwork and exceeding expectations are at the forefront of her approach.
Working collaboratively with the Parc team, Andrea provides proactive and professional support throughout every step of the financial planning process. She acts as your dedicated guide, available to answer questions, keep you informed, and ensure your journey towards financial security surpasses your expectations.
The world of finance can be complex, but with Andrea by your side, you don’t have to go it alone.
Family Office Investment Committee (IC)
P.C. Lebovits
Chairman
Jonathan Tolub
Committee Member / Portfolio Manager
Jonathan has over 18 years’ experience in financial services in New York, London and Sydney. Jonathan’s role includes providing asset allocation and investment recommendations to InvestSense clients and is part of the investment committee.
Jonathan’s previous experience as a Senior Asset Consultant with van Eyk Research involved providing dealer groups and financial planners with asset allocation and manager selection advice. In this capacity, Jonathan had primary responsibility for the management of over AUD500 million of assets under advice. During this time, Jonathan was a regular contributor to various financial services publications, including AFR’s Asset magazine and The Australian.
Prior to moving to Australia, Jonathan was a Vice President with Lyxor Asset Management’s fund-of-fund division in New York, where he conducted research on over 100 hedge funds in North America and Europe.
Jonathan’s stint in fund manager research came after many years of trading experience that culminated in a Junior Portfolio Manager role with Societe Générale Asset Management’s Alternative Investments division. In this capacity, Jonathan advised senior portfolio managers on strategies, trades, allocation of risk and capital, conducted statistical research and testing of new trading ideas, and executed trades. During this time, Jonathan’s team won the Hedge Funds Review’s 2009 European Performance Award for Best Volatility Arbitrage Hedge Fund and EuroHedge’s 2008 Award for Best Convertible & Volatility Strategy. Jonathan holds a Bachelor of Science (majoring in Finance) from Yeshiva University in New York.
Parc Wealth Management Pty Ltd is a Corporate Authorised Representative (No. 1250859) of Parc Wealth Group Pty Ltd ABN 24 652 326 915 AFSL 535090.
Parc Wealth Group Pty Ltd ABN 24 652 326 915 operates as an Australian Financial Services Licensee (Licence No: 535090).
Any information on this website is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decisions based on any information on this website, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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