The Financial Planning Association of Australia The Financial Planning Association of Australia

Heidi Schwegler, CFP®


Name Heidi Schwegler, CFP®
Company AHS Financial
Address 293 Royal Pde
Parkville, VIC 3052
Phone 03 94801144
Email [email protected]
Website www.ahsfinancial.com.au

Heidi is a multi-award winning adviser having won Most Trusted Practice Vic/Tas, Most Recommended Practice Vic/Tas from the Beddoes Institute and Securitor's National Adviser of the Year (2016). AHS Financial also won Most Trusted Adviser and was a National Finalist in the Most Trusted Practice and Most Trusted Adviser categories.

Heidi's 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.

She helps you through your life journey and provides advice in the areas of building wealth, reducing debt, planning for retirement, managing cashflow and also caters to aged care advice.

Heidi began working in the financial planning industry in 1995 and is a Certified Financial Planner (CFP).

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.

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