PINCHAS CHAIM LEBOVITS
Financial Adviser · Malvern, VIC
📚 Qualifications & Training
2005 - Bachelor of Business (Accounting) & (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University
2010 - Certified Practicing Accountant - Professional Designations - CPA Australia
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.