Oct 20, 2023  | Tags: jodie schroder

Calder Wealth Management is delighted to announce the arrival of experienced professional Jodie Schroeder as a Financial Adviser.

Jodie joins CWM after 35 years in the banking and financial planning industries, the last eight as a Senior Associate with a global firm based in Adelaide.

Prior to that, she worked for 16 years with BankSA, including 12 as a Senior Financial Planner, completing her designation as a CFP® Certified Financial Planner and a Graduate Diploma of Financial Planning.

Speaking about her appointment at CWM, Jodie said: “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 I’m really excited by the challenge of helping CWM’s clients secure their futures.”

CWM founder and Managing Director Ben Calder said: “I couldn’t be happier to have Jodie join us at Calder Wealth Management.

“Jodie’s passion for engaging with and achieving the best possible results for her clients is inspiring. 

“She prides herself on being a ‘trusted adviser’ to her clients and helping them achieve their dreams in retirement, which is what we’re all about at CWM.

“Jodie is someone who really cares about people and having a positive impact on their lives.

“She makes a wonderful addition to our wealth management team.”

Find out more and contact Jodie Schroeder here.