HEIDI NARELLE SCHWEGLER
Financial Adviser · Parkville, VIC
📚 Qualifications & Training
2000 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
2014 - Aged Care Specialist Adviser - Other - Association of Financial Advisers (AFA)
2014 - Personal Injury Specialist Adviser - Other - Association of Financial Advisers (AFA)
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.