Team

Our advice team has been carefully selected for their specific expertise and experience. We have built a complementary and focused team dedicated to delivering trusted and reliable wealth solutions.

Advisers representing Australian Private Capital are highly qualified with the internationally recognised Certified Financial Planning (CFP) accreditation, Diploma of Financial Planning accreditation (DFP) and solid backgrounds in Accounting and Taxation.

Each adviser is a member of the Financial Planning Association of Australia and subscribes to the Code of Ethics and Rules of Professional Conduct.

Advisers employed by Australian Private Capital are remunerated by salary (not commission). In a salaried environment you can be confident that any financial product recommendations made are to your interest and advantage only.

Robert Sarafov

Robert Sarafov

Director and Senior Adviser CFP, Grad. Dip. Applied Finance & Investment, Grad. Dip. Financial Planning

Robert is a Certified Financial Planner (CFP) and holds Graduate Diplomas in both Financial Planning and Applied Finance and Investment.

Robert’s extensive experience in the financial services industry has been shaped by previous roles including General Manager of a boutique financial planning firm in Melbourne and State Manager for MLC Alliances in Victoria and Tasmania.

Robert also gained international business experience in Nagoya, Japan, establishing and managing his own corporate communication consultancy.

Hayden Windsor

Hayden Windsor

Director and Senior Adviser CFP, BCom

Hayden is a Certified Financial Planner™, the highest designation and internationally recognised certification within the financial planning industry. He also holds a Diploma of Financial Planning from Deakin University and a Bachelor of Commerce from the University of Tasmania.

Hayden has been involved in the provision of financial advice since 1998 and has extensive knowledge of financial planning areas, including wealth accumulation and retirement planning.

Hayden is passionate about developing and maintaining long term relationships with clients and business partners.

Carol Tawfik

Carol Tawfik

Senior Adviser BBus (FP), CFP.

Carol has been involved in the provision of financial advice from 2002. She has a Bachelor of Business majoring in Financial Planning from RMIT University and is also a Certified Financial Planner™.

While Carol has a strong background in retirement and superannuation planning, she brings a depth of experience in working with a broad range of individuals and their needs. Carol is passionate about cultivating long term relationships and assisting clients in all aspects of their financial decision making and the achievement of what is most important to them. She places a strong focus on clarity, simplification and education thereby empowering clients with understanding and confidence around their financial choices.

Carol is a member of the Financial Planning Association of Australia.

Simon Ereaut

Simon Ereaut

Practice Manager CFP, ADFP, B. Fin

Simon holds a Bachelor of Finance and is also a Certified Financial Planner™.

Across eleven years of planning experience, Simon has provided strategic planning solutions across all areas of financial advice.

He has robust experience in delivering to deadlines, operational and compliance procedure and the preparation and presentation of comprehensive Statements of Advice.

Simon has a high level of technical knowledge and ability.

He has sound experience in managing effective teams, delivering to business goals and most importantly structuring strategic solutions relevant to client needs.

Simon has a proven service and relationship ethos.

Luke Price

Luke Price

Para Planning Team Leader CFP, Grad. Dip. Financial Planning, B. Com

Luke Price holds a Bachelor of Commerce majoring in Finance, Accounting and Financial Planning.

He has also completed his Graduate Diploma in Financial Planning and has passed his CFP (Certified Financial Planner) studies, the premium qualification for Financial Planning.

In previous roles Luke has gained experience in both accounting and paraplanning, specialising in strategy, superannuation and risk.

Luke has a high level of technical knowledge in these areas and others and he enjoys establishing and managing client relationships.

Luke enjoys many forms of sport including Football, Cricket, Golf and Rowing, he is a very loyal supporter of the Melbourne Football club!

Calypso Waddell

Calypso Waddell

Para Planner B Bus. (Banking and Finance)

Calypso is a self-motivated, professional Para Planner who has previous experience in supporting Clients and Advisers in the implementation of Financial Advice strategies and investments.

Calypso has experience within the financial services industry as a para planner who assisted in the writing and formulation of strategic financial plans and modelling. She is currently increasing her knowledge with her ongoing studies of a Diploma of Financial Planning (DFP).

Calypso strives to build strong and enduring relationships with both clients and business associates.

Hiro Matsumura

Hiro Matsumura

Para Planner B. Comm (Finance), Dip F Planning

Hiro holds a Bachelor of Commerce with a major in Finance from the University of Melbourne and has also completed a Diploma of Financial Planning.

He has over two years experience in the financial planning industry buildiing expertise in para planning, implementation of advice and client services.

Hiro is extremely motivated to expand his technical knowledge and experience to help clients achieve their objectives.

Petra Tobin

Petra Tobin

Client Service Manager

Petra is responsible for managing the administration needs for all new and existing Clients.

Petra has fourteen years experience in financial services in Australia and Scotland.

Prior to joining APC Petra had long term service roles with Shadforth Financial Group, Lanteri Partners Group and Ansett, Australia.