Financial Adviser · KELLYVILLE RIDGE, NSW

Henriette Scheffer

14 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001250371

Henriette Scheffer is a financial adviser based in Kellyville Ridge, New South Wales, with 14 years of experience in the financial services industry. Henriette is currently authorised under Alliance Wealth Pty Ltd. Henriette holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Postgraduate Diploma in Financial Planning from University of the Free State, South Africa. Henriette is a member of Certified Financial Planner (CFP) of FAAA and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2007

Postgraduate Diploma in Financial Planning

University of the Free State, South Africa

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Dec 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds

FINCHOICE PTY LTD

Mar 2021 - Dec 2021 Ceased

Self-Managed Superannuation Funds

Aware Financial Services Australia Limited

Dec 2019 - Mar 2021 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Sep 2018 - Nov 2019 Ceased

FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

Nov 2016 - Aug 2018 Ceased

Commonwealth Financial Planning Limited

Feb 2012 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register