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.
Heidi presented her point of view and knowledge in a manner that was understandable. She presented her advice in a forthright and professional way. I was impressed that she offered other options eg low income health card, not normally offered by previous financial planners. I feel totally comfortable with the advice received, even after putting up my point of view which she acknowledged as part of the process.
Heidi has given me advice and thorough explanation in areas including shares and investments for future growth of my assets. Heidi used simple pye graphs and explained things clearly to me. I felt very comfortable in Heidi’s presence and confident in her knowledge and experience. Heidi was always avalailable when appointments suited me and sympathetic to a bad period in my life. I always received Heidi’s full care and attention.
Heidi was extremely helpful especially in anticipating questions and rigorous with detail. She is quick to inform me of any protocols and errors in information I was providing her.
Heidi was recommended by our accountant for super and self funded retirement advice. Heidi is informative, punctual, easy to understand and has given us sound advice. We would recommend her to anyone Martin and Johneen
Heidie came very highly recommended to me. From the first time I contacted her she displayed an efficient and great understanding of my nil knowledge of investment strategies and not much knowledge of computer technology. Heidi is very patient and has helped me understand and make decisions with my investment. However insignificant my question; I am very happy to say that Heidi has made me very comfortable with her reply and explanation of my constant queries. Most of all I find Heidi very respectful, courteous and does not hesitate to help me. She always has time for me even after working hours if ever I have a question to be clarified. I'm very happy with my Adviser
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2007
- Years of experience 15
- Bachelor of Business (Financial Planning)
Ahs Financial293 Royal Parade
Parkville, VIC 3052
- 9:00am – 5:00pm Monday – Friday
Affinia Financial Advisers Ltd