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

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

Associate Adviser

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

Head of Operations and Compliance

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 15 years’ experience in the Financial Planning industry, Michelle’s roles in Business Development, Client Services, Paraplanning and Practice Management inform her roles today as Head of Operations, Compliance, Marketing, Communications and Practice Development. 

She is qualified with a degree in Commerce (Financial Planning and Marketing) and an Associate Diploma in Business. And she’s a busy mum!

Sia Szegedi

Client Relationship Manager

With over 10 years of Business Administration experience Sia fulfills an integral role at Parc, implementing the advice and portfolio administration for clients. She is our dedicated client support person and most values care, empathy and attention to detail in her interactions and communication.

Extensively experienced working in Financial Advisory firms in Melbourne, Adelaide and Canada, Sia is dedicated to maintaining strong client relationships and providing highest level service. She loves helping people and being part of “an industrious, dynamic and supportive team who deliver on agreed outcomes”.

Sia has earned Diploma and Certificate qualifications in Financial Planning and Business Administration.

Sonia Jamal

CLIENT SERVICE OFFICER​

Sonia is our youngest team member at Parc Wealth Management. She is currently completing her Bachelors Degree in Finance and Economics and aims to cultivate her career in the Financial Services Industry.

Sonia is responsible for Financial Planning Administration, Client Services and provides support to the whole Parc Wealth Team. 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!

Trac Tran

Client Service Manager

Trac, the newest addition to our team at Parc Wealth Management. Bringing over 15 years of experience in the Financial Services Industry to Parc Wealth, Trac has a diverse background ranging from office support to direct client interaction and liaising with Financial Regulatory Authorities. In his role at Parc, Trac handles a variety of responsibilities, including implementing portfolio administration and collaborating with external and internal stakeholders to achieve the best outcomes for our clients.

What sets Trac apart is his unwavering commitment to client satisfaction. He approaches every client interaction with empathy and compassion, firmly believing that each client is unique and that their needs always take precedence.
Beyond his professional expertise, Trac finds joy in life’s simple pleasures and has a passion for the outdoors and astrophotography. With a Bachelor of Business Management and a Certificate 4 in Aged Care, Trac brings a well-rounded skill set to our team.

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.

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.