Heidi Schwegler

Ahs Financial

Gold
15 Yrs Experience
Parkville, VIC 3052

Heidi is a multi-award winning adviser having won the following awards:

  • Finalist - Affinia Adviser of the Year 2020
  • Finalist - Female Excellence in Advice (2018)
  • Winner - National Adviser of the Year 2016 (Securitor)
  • Winner - Most Trusted Practice 2015
  • Winner - Most Recommended Practice 2015
  • Winner - Adviser of the Year Vic/Tas 2016 (Securitor)

Heidi specialises in retirement planning, advice for people downsizing and aged care advice.

Her role is to help you make smart, long-term financial decisions. She is compassionate and provides understanding towards achieving your goals. Heidi listens and always acts in your best interest.

Heidi began working in the financial planning industry in 1995 and is a Certified Financial Planner (CFP) and has passed her FASEA exam.

Heidi was one of the first people in Australia to obtain a degree in Financial Planning and has built a successful business based on happy clients.

Heidi is an accredited specialist adviser in Aged Care and Retirement Village advice which is an area of advice growing rapidly.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Ahs Financial

293 Royal Parade
Parkville, VIC 3052

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857