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Jodie Schroeder

Calder Wealth Management

Gold
24 Yrs Experience
Unley, SA 5061

I have always had a love of money and a desire to help people manage their money. I take great satisfaction in helping people achieve their goals and prepare for retirement and securing their financial future. I love to engage with clients to achieve the best possible results for their situation.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Calder Wealth Management

Suite 2, 15 King William Rd
Unley, SA 5061
Calder Wealth Management, 13 Railway Terrace
Nuriootpa, SA 5355

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323