Heidi Narelle Schwegler
Financial Adviser in Parkville, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319157
- Location
- Parkville VIC 3052
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 20 February 2024
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2000); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2009); Margin Lending & Geared Investments, Kaplan Professional (2010); Aged Care Specialist Adviser, Association of Financial Advisers (AFA) (2014); Personal Injury Specialist Adviser, Association of Financial Advisers (AFA) (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Heidi Narelle Schwegler
Heidi Narelle Schwegler is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Parkville, Victoria (adviser number 000319157).
The licensee Heidi advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 20 February 2024.
The register records 2007 as the year Heidi first provided financial advice. Qualifications and training on file include Bachelor of Business (Financial Planning) (RMIT University, 2000), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2009) and Margin Lending & Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Heidi is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Heidi Narelle Schwegler a registered financial adviser?
Yes. Heidi Narelle Schwegler is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319157.
Which licensee does Heidi Narelle Schwegler work under?
Count Financial Limited, Australian financial services licence 227232.
What can Heidi Narelle Schwegler give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.