Our people

Carol Tawfik


Private Client Adviser
Email: carol.tawfik@sfg.com.au
Phone: 03 9649 2400
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.

Client Endorsement

"Carol has taken the time to deeply understand our personal and business profiles. She provides proactive advice and listens to our special needs and preferences to create flexible investment strategies in an environment of trust and strong business partnership. The result has been increased stability and growth on our investments during a very challenging period."

Greg and Susan Britt
Lilydale, Melbourne