Financial Adviser · PARKVILLE, VIC

Heidi Narelle Schwegler

PARKVILLE, VIC

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000319157

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

About Heidi Narelle Schwegler

Heidi Narelle Schwegler is a financial adviser based in Parkville, Victoria, with 19 years of experience in the financial services industry since 2007. Heidi is currently authorised under Count Financial Limited, operating through Count Financial. Heidi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Heidi's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Heidi is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Business (Financial Planning)

RMIT University

2009

Certified Financial Planner (CFP)

Financial Planning Association of Australia (FPA)

2010

Margin Lending & Geared Investments

Kaplan Professional

2014

Aged Care Specialist Adviser

Association of Financial Advisers (AFA)

2014

Personal Injury Specialist Adviser

Association of Financial Advisers (AFA)

Registration History

Count Financial Limited

Feb 2024 - Present Current

AFFINIA FINANCIAL ADVISERS PTY LTD

Apr 2019 - Feb 2024 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Nov 2007 - Apr 2019 Ceased

Source: ASIC Financial Advisers Register