Heidi Schwegler
Financial Adviser
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About
Heidi Schwegler is an ASIC-registered financial adviser dedicated to helping clients in Parkville, VIC, and beyond achieve their financial goals. With a Bachelor of Business (Financial Planning) from RMIT University (2000) and a Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (FPA) since 2009, Heidi possesses a strong foundation of knowledge and ethical practice. Further certifications in Margin Lending & Geared Investments (Kaplan Professional, 2010), and as an Aged Care and Personal Injury Specialist Adviser (AFA, 2014) demonstrate her commitment to ongoing professional development and specialist knowledge. As a member of the Financial Advice Association of Australia (FAAA), Heidi provides comprehensive financial advice across a broad range of areas, including superannuation, insurance, wealth management, and retirement planning. She is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Heidi today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Heidi Schwegler offer?
Heidi Schwegler provides comprehensive financial advice across superannuation, insurance, wealth management, and retirement planning. She is also a specialist in aged care and personal injury financial matters.
What qualifications does Heidi Schwegler have?
Heidi holds a Bachelor of Business (Financial Planning) from RMIT University, is a Certified Financial Planner (CFP), and has specialist certifications in margin lending, geared investments, aged care advice, and personal injury advice.
What is the process of working with Heidi Schwegler?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Heidi will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will ensure the plan remains aligned with your evolving needs.
What can I expect during my first meeting with Heidi?
During your first meeting, you can expect a thorough discussion about your current financial situation, your future goals, and any concerns you may have. Heidi will explain her approach to financial planning and answer any questions you may have about her services.
Is Heidi Schwegler a member of any professional associations?
Yes, Heidi is a member of the Financial Advice Association of Australia (FAAA).
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