Financial Adviser
· MELBOURNE, VIC
Carol Tawfik
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
Currently at
Melbourne, VIC
ASIC Registered · ADV 000288425
Carol Tawfik is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry. Carol is currently authorised under Australian Private Capital Advisory Services Pty. Ltd.. Carol holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA. Carol is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business (Financial Planning)
RMIT University
2009
Certified Financial Planner
FPA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
HERAUD HARRISON PTY LTD
Source: ASIC Financial Advisers Register