Carol Tawfik
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288425
- Location
- Melbourne VIC 3000
- Licensee
- Australian Private Capital Advisory Services Pty. Ltd. (AFSL 236776)
- Authorised since
- 4 July 2017
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2003); Certified Financial Planner, FPA (2009); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Carol Tawfik
On the Financial Advisers Register kept by ASIC, Carol Tawfik appears as a current financial adviser in Melbourne, Victoria, adviser number 000288425.
The licensee Carol advises under is Australian Private Capital Advisory Services Pty. Ltd. (AFS licence 236776). That authorisation dates from 4 July 2017.
According to the register, Carol first provided financial advice in 2005. The qualifications listed for Carol include Bachelor of Business (Financial Planning) (RMIT University, 2003), Certified Financial Planner (FPA, 2009) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Carol Tawfik a registered financial adviser?
Yes. Carol Tawfik is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288425.
Which licensee does Carol Tawfik work under?
Australian Private Capital Advisory Services Pty. Ltd., Australian financial services licence 236776.
What can Carol Tawfik give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.