Tarek Tewfik

Oakview Financial

Bronze
1 Yr Experience
Southport, QLD 4215

Tarek has a diverse cultural background, being of both Egyptian and German heritage.

With a passion for football, Tarek loves nothing more than

watching his beloved Brisbane Lions. However, his true

calling resides in finance. With a keen interest in investments

and a desire to help people reach their financial goals. With his

unique perspective and cultural background, Tarek brings a

fresh and innovative approach to the industry. He is

dedicated to helping his clients achieve financial security and

success, while also pursuing his own dreams and interests.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • German

Oakview Financial

Level 4, 12-14 Marine Parade
Southport, QLD 4215

Opening hours

  • 8:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Oakview Financial

AFSL 513068