Jodie Schroeder
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Jodie Schroeder is an ASIC-registered financial adviser dedicated to helping individuals and families in Unley, SA, achieve their financial goals. With a career spanning over two decades, Jodie combines extensive experience with a commitment to providing personalized and strategic financial advice. Her qualifications include an 8 unit Diploma of Financial Planning (2003), a 5 unit CFP Certification Program (2009), the Certified Financial Planner designation (2009), and a Graduate Diploma of Financial Planning (2022). Jodie is also a proud member of the Financial Advice Association of Australia (FAAA), reflecting her dedication to upholding the highest professional standards. Jodie is authorized to provide advice on a comprehensive range of financial products, ensuring that clients receive tailored solutions to meet their unique needs. Her expertise encompasses superannuation advice, insurance solutions, and retirement planning, allowing her to guide clients through every stage of their financial journey. She also provides advice on Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. • Superannuation Advice • Retirement Planning • Insurance Solutions • Investment Advice • Life Risk Insurance Jodie believes in building long-term relationships with her clients, based on trust, transparency, and a deep understanding of their aspirations. Whether you're planning for retirement, seeking to protect your family's future, or looking to grow your wealth, Jodie is here to provide expert guidance and support. Contact Jodie today to schedule a consultation and take the first step towards a brighter financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Jodie Schroeder offer?
Jodie Schroeder specializes in providing advice on superannuation, retirement planning, and insurance solutions, including investment life insurance and life risk insurance.
What qualifications does Jodie Schroeder have?
Jodie holds an 8 unit Diploma of Financial Planning, a 5 unit CFP Certification, the Certified Financial Planner designation, and a Graduate Diploma of Financial Planning. She is also a member of the Financial Advice Association of Australia (FAAA).
How does Jodie Schroeder approach financial planning?
Jodie believes in building long-term relationships with her clients, based on trust and a deep understanding of their financial goals. She provides personalized advice tailored to each client's unique circumstances.
What can I expect during my first meeting with Jodie Schroeder?
During your initial consultation, Jodie will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a customized financial plan designed to help you achieve your objectives.
Why should I choose Jodie Schroeder as my financial adviser?
Jodie has over 20 years experience in the financial advice industry and is committed to providing high quality advice, which is demonstrated by her qualifications and professional memberships. She is passionate about helping her clients achieve financial security and peace of mind.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.