Pinchas Chaim Lebovits – Financial Adviser
Adviser identifying number: 1250860
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 21/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARC WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 1250859
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma Of Financial Planning – Mentor Education
- Bachelor of Business (Accounting) – Monash University
- Bachelor of Business (Banking and Finance) – Monash University
- Diploma of Financial Planning – Mentor Education
- Self Managed Superannuation Fund Advisor (Personal Advice) – Mentor Education
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Pinchas Chaim Lebovits is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation