Carol Tawfik Private Client Adviser, Shadforth Financial Group Limited (at time of writing) Tawfik 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 and has also completed studies for the internationally recognised Certified Financial Planner designation, the highest qualification within the financial planning industry. Particularly interested in areas of superannuation and retirement planning, Tawfik is passionate about developing and maintaining long term relationships with her clients and assisting them meet their personal long term objectives and financial goals.
CAROL TAWFIK | FRIDAY, 11 MAR 2011 Lauren Malone*, 57, was recently widowed and retired before she realised that her financial situation was far more complicated then she could handle. After being referred by a long standing client of Shadforth, Malone met with financial planner Carol ... Read more PAGE: 1 |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.