Adrian Ruggiero

Client Associate

Education and accreditations
- Graduate Diploma of Financial Planning

Employed at Calder Wealth Management since
- 27 September 2022

Adrian Ruggiero

about me

Born and raised in Adelaide, I enjoy spending time with family and friends, soaking up the sun at the beach, and eating delicious (and copious) homemade Italian food.

I stumbled across financial planning when family members in this industry were talking to me about it at a dinner. Ever since, I started studying and found myself enjoying it the more I learned. This led me to completing my graduate diploma and I’m now underway to complete my master’s degree.

What do you enjoy most about wealth management?

The best part about wealth management for me is being able to setup and identify goals and coming up with plans to fulfil them. I enjoy hearing stories from our clients that get to live their lives without worrying about their finances because we were able to help.

What do you love most about being part of Calder Wealth Management?

The culture is great and people that work here are some of the most thoughtful and driven people I have met.

What would be doing if you weren’t working in wealth management?

Something in television or movies. I particularly find the post-production work to be interesting and highly technical.

What do you love to do outside of work?

I like to keep physically and mentally active by participating in gym activities and yoga/meditation practices. I love seeing my friends and family as much as I can.

What personal accomplishments are you most proud of?

Growing into a man that younger me would be proud of.

What’s the best piece of advice you have ever been given?

To not be so quick to judge others, as everyone has their own stories and scars.