Carol Tawfik
Financial Adviser
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About
Carol Tawfik is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Financial Planning) from RMIT University and certification as a Financial Planner from the FPA, Carol combines academic knowledge with practical expertise to deliver exceptional service. Her commitment to ethical practice is further demonstrated by completing Ethics and Professionalism in Financial Advice training with Kaplan Professional. As a member of the Financial Advice Association of Australia (FAAA), Carol stays current with industry best practices and regulatory changes. She is authorized to provide advice on a wide range of financial products, ensuring clients receive well-rounded support. Her areas of expertise include superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Carol's goal is to empower you to make informed decisions about your financial future. Contact Carol today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Carol Tawfik offer?
Carol provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Carol Tawfik have?
Carol holds a Bachelor of Business (Financial Planning) from RMIT University and is a Certified Financial Planner. She has also completed Ethics and Professionalism in Financial Advice training with Kaplan Professional.
How does Carol Tawfik approach financial planning?
Carol takes a tailored approach, working closely with clients to understand their unique circumstances and goals. She then develops personalized strategies to help them achieve financial security and success.
What can I expect during my initial consultation with Carol?
During your first meeting, Carol will discuss your financial situation, goals, and any concerns you may have. This will help her understand your needs and determine how she can best assist you.
Is Carol Tawfik a member of any professional associations?
Yes, Carol is a member of the Financial Advice Association of Australia (FAAA).
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