Jodie Schroeder
Financial Adviser
ASIC Authorised Representative Number 309306
Education and accreditations
- CFP® Certified Financial Planner
- Advance Diploma of Financial Planning
Employed at Calder Wealth Management since
- 3 October 2023
about me
I have lived in the north-eastern surbubs of Adelaide all my life, currently living on a small hobby farm in Paracombe with my husband, 2 daughters, 2 border collies as well as some cows, sheep and chickens. My first job, over 30 years ago was in a Bank and my career progressed from there. I believe my interest in finance and money came from my Scottish heritage.
What do you love most about wealth management?
I love what I do and making a difference to peoples lives. I enjoy the interaction and relationship formed with clients and helping them achieve their goals.
What would you be doing if you weren't working in wealth management?
I always had aspirations to be a paramedic. I'm sure that was just so I could drive the ambulance as fast as possible with lights and sirens!
What do you enjoy most about being part of Calder Wealth Management?
The collaborative approach to ensuring that clients are at the centre to everything they do.
What personal accomplishments are you most proud of?
A happy and healthy family.
What do you love to do outside of work?
I love spending time in the garden and working around my property. There is always a fence to fix or a weed to pull. Bunnings is my second home. Otherwise, I love to travel overseas and spending time with family and friends.
What's your favourite saying?
"Sometimes the advice that you give to others is the advice that you need to follow".