Carol Tawfik

Recently, Australian Private Capital expanded our team with Carol Tawfik joining us as a Senior Financial Adviser.  Carol holds a Bachelor of Business and is also a  CFP (Certified Financial Planner) having some 15 years experience in providing highly personalised advice to her clients. Carol is a warm and engaging professional whom our clients will enjoy working with and will value her insights and assistance.

Carol is married to Robert, an IT entrepreneur and they have a beautiful little daughter, Alexa.

APC warmly welcomes Carol to our team.

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Simon Ereaut and Luke Price

It is with great pride we acknowledge that our Practice Manager, Simon Ereaut and our Para Planning Team Leader, Luke Price have successfully attained the qualification of Certified Financial Planner or CFP.

The CFP qualification is the highest educational qualification attainable for a Financial Adviser in Australia and is recognised around the world in Financial Planning. Undertaking the study program while working full time takes significant dedication and is a testament to their work ethic.

Australian Private Capital is arguably in the unique position where most of our team (5 out of the current 8 team members) are CFPs.  A significant achievement for our small advisory firm indeed and something we are very proud of!

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Calypso Waddell

We also acknowledge one of our Para Planners Calypso Waddell, has recently successfully completed her Diploma of Financial Planning.  Joining Hiro Matsumura, Calypso’s achievement means that our Para Planning team are all qualified Financial Advisers who continue to ably assist your formal advice team of Robert, Hayden and Carol.

Our clients should take great comfort in the knowledge that their interests are being considered and represented by a dedicated, highly qualified team of professionals.  APC’s culture fosters collaboration and the sharing of ideas, which aspires to deliver the best strategies and solutions for our clients.