Heidi Schwegler, CFP®

Heidi is a multi-award winning adviser having won Securitor's National Adviser of the Year, being a Finalist for Affinia's National Adviser of the Year and winning Beddoes Institute Most Trusted Practice Vic/Tas and Most Recommended Practice Vic/Tas. 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.

< Prev Page