Financial Adviser · UNLEY, SA

Jodie Schroeder

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000309306

Jodie Schroeder is a financial adviser based in Unley, South Australia, with 26 years of experience in the financial services industry. Jodie is currently authorised under Ri Advice Group Pty Ltd. Jodie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Jodie is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2003

8 unit Diploma of Financial Planning

Financial Planning Association of Australia Limited

2009

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2009

Certified Financial Planner

Financial Planning Association of Australia Limited

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd

Dec 2025 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Consultum Financial Advisers Pty Ltd

Oct 2023 - Nov 2025 Ceased

Advice on superannuation excludes self-managed superannuation funds

Mercer Financial Advice (Australia) Pty Ltd

May 2015 - Sep 2023 Ceased

Restrictions: General advice only on general insurance products.

GWM ADVISER SERVICES PTY LTD

Apr 2013 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register