Carol Tawfik CFP®

Australian Private Capital Advisory Services P/L 03 9621...

About Me

Carol is a member of the Financial Planning Association and has been involved in the provision of financial advice since 2002. She holds a Bachelor of Business (Financial Planning) from RMIT University, graduating with Distinction in 2003. Carol has also completed her studies for the internationally recognised Certified Financial Planner™ designation, which is the highest qualification within the financial planning industry. Particularly interested in areas of superannuation and retirement planning, Carol is passionate about developing and maintaining long term relationships with her clients and assisting them meet their personal long term objectives and financial goals.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Australian Private Capital Advisory Services Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®