Jodie Schroeder profile photo

Jodie Schroeder

Coastal Advisory Australia

Gold
25 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 25
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Coastal Advisory Australia

Suite 2, 15 King William Rd
Unley, SA 5061

Licensed by

RetireInvest

AFSL 238429