Senior Adviser
Current
Jul 2017 - Present
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Carol Tawfik Email & Phone Number
Senior Adviser at Australian Private Capital
at
Australian Private Capital
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Senior Adviser at Australian Private Capital
Location
Melbourne, Victoria, Australia
Company size
Who is Carol Tawfik? Overview
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Quick answer
Carol Tawfik is listed as Senior Adviser at Australian Private Capital at Australian Private Capital, a with 8 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Carol Tawfik.
Carol Tawfik previously worked as Senior Adviser at Australian Private Capital and Adviser at Affinity Private. Carol Tawfik holds Bachelor Of Business – Financial Planning, Bachelor Of Business (Financial Planning) from Royal Melbourne Institute Of Technology (Rmit University).
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Email format at Australian Private Capital
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Australian Private Capital
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Profile bio
About Carol Tawfik
Carol holds a Bachelor of Business (Financial Planning) from RMIT University, graduating with Distinction in 2003. She is a member of the Financial Planning Association and has completed her studies for the internationally recognised Certified Financial Planner™ designation, the highest qualification within the financial planning industry. Carol has been involved in the provision of financial advice since 2002. She initially commenced at Heraud Harrison whilst still undertaking her University studies. Since that time, Carol has had involvement in a range of roles which has given her the benefit of experience and understanding in a number of aspects of financial planning to assist her clients.Specialising in the 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.
Listed skills include Financial Advisory, Strategic Financial Planning, Employee Benefits, Wealth, and 26 others.
Current workplace
Carol Tawfik's current company
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Australian Private Capital
4 roles · 25 years
Carol Tawfik work experience
A career timeline built from the work history available for this profile.
Adviser
Feb 2016 - Mar 2017
Private Client Adviser
2006 - Feb 2016
Client Relationships/Paraplanner
Heraud Harrison Pty Ltd
2002 - 2006
~4 yrs
Team & coworkers
Colleagues at Australian Private Capital
Other employees you can reach at apcas.com.au. View company contacts for 8 employees →
HW
Hayden Windsor
Colleague at Australian Private CapitalMelbourne, Victoria, Australia
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EB
Elizabeth Blackley
Colleague at Australian Private CapitalGreater Melbourne Area, Australia
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LP
Luke Price
Colleague at Australian Private CapitalGreater Melbourne Area, Australia
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RS
Robert Sarafov
Colleague at Australian Private CapitalGreater Melbourne Area, Australia
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BH
Blake Henderson
Colleague at Australian Private CapitalKilsyth, Victoria, Australia
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MT
Marie Tratt
Colleague at Australian Private CapitalGreater Melbourne Area, Australia
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Hayden Windsor
Colleague at Australian Private CapitalMelbourne, Victoria, Australia
View →
EB
Elizabeth Blackley
Colleague at Australian Private CapitalGreater Melbourne Area, Australia
View →
LP
Luke Price
Colleague at Australian Private CapitalGreater Melbourne Area, Australia
View →
RS
Robert Sarafov
Colleague at Australian Private CapitalGreater Melbourne Area, Australia
View →
BH
Blake Henderson
Colleague at Australian Private CapitalKilsyth, Victoria, Australia
View →
MT
Marie Tratt
Colleague at Australian Private CapitalGreater Melbourne Area, Australia
View →
1 education record
Carol Tawfik education
-
Royal Melbourne Institute Of Technology (Rmit University)
FAQ
Frequently asked questions about Carol Tawfik
Quick answers generated from the profile data available on this page.
What company does Carol Tawfik work for?
Carol Tawfik works for Australian Private Capital.
What is Carol Tawfik's role at Australian Private Capital?
Carol Tawfik is listed as Senior Adviser at Australian Private Capital at Australian Private Capital.
Where is Carol Tawfik based?
Carol Tawfik is based in Melbourne, Victoria, Australia while working with Australian Private Capital.
What companies has Carol Tawfik worked for?
Carol Tawfik has worked for Australian Private Capital, Affinity Private, Shadforth Financial Group Ltd, and Heraud Harrison Pty Ltd.
Who are Carol Tawfik's colleagues at Australian Private Capital?
Carol Tawfik's colleagues at Australian Private Capital include Hayden Windsor, Elizabeth Blackley, Luke Price, Robert Sarafov, and Blake Henderson.
How can I contact Carol Tawfik?
You can use AeroLeads to view verified contact signals for Carol Tawfik at Australian Private Capital, including work email, phone, and LinkedIn data when available.
What schools did Carol Tawfik attend?
Carol Tawfik holds Bachelor Of Business – Financial Planning, Bachelor Of Business (Financial Planning) from Royal Melbourne Institute Of Technology (Rmit University).
What skills is Carol Tawfik known for?
Carol Tawfik is listed with skills including Financial Advisory, Strategic Financial Planning, Employee Benefits, Wealth, Wealth Management, Finance, Retirement Planning, and Superannuation.
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