Adviser Profile

P.C. Lebovits

Financial Adviser and Managing Director

Authorised Representative No. 1250860

P.C. has worked in the financial services industry for over 20 years providing business advisory, taxation, and superannuation consulting services as well as financial planning and family office services. P.C. works with a diverse client base, including executives of listed companies, SME business owners, super fund trustees and individuals requiring holistic wealth management advice. P.C.’s extensive business and industry expertise together with his international network of contacts enable him to develop comprehensive financial strategies to achieve clients’ lifestyle and financial goals. This creates a clear vision for his clients’ financial future. During his years in the industry, P.C. has developed strong industry relationships with a diverse range of stakeholders and market participants allowing him to specialise in providing services to high-net-worth individuals and families. P.C. has a keen interest in the management, protection, and transfer of intergenerational wealth.

With the establishment of Parc Wealth Management in 2016, P.C. has assembled an experienced and dedicated team of specialists to support all facets of his client’s financial and lifestyle requirements.

Qualifications

  • Bachelor of Business (Accounting)
  • Bachelor of Business (Banking & Finance)
  • Adv. Diploma of Financial Planning

Memberships

  • Member of CPA Australia
  • AFP® Practitioner Member of Financial Advice Association of Australia (FAAA)
  • Member of SMSF Association

Authorised Financial Services

The Licensee has authorised P.C. Lebovits to provide personal advice and dealing services for the following financial products:

  • Deposit and Payment Products – Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products (Investment Life Insurance and Life Risk Insurance Products)
  • Managed Investment Schemes, including IDPS and MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
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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