Meet Michael Cherry
Michael Cherry
Financial Advisor
Amateur Golfer • Snow Enthusiast • Podcast Lover
Michael joined the Strategem team in 2021 as a Financial Advisor. He is a passionate Advisor with over 18 years experience in various large scale licences and has now found his home at Strategem.
Michael has a particular passion for providing retirement planning support to clients. He enjoys working with his clients to understand their retirement goals and helping them implement strategies to achieve their desired retirement. He also specialises in providing advice aged care support to families.
Outside of Strategem, Michael is an outdoor enthusiast. He enjoys playing a round of golf and can also be found listening to podcasts.
Skills
- Highly experienced in retirement planning, investment advice, aged care and estate planning.
Credentials/qualifications
- FAAA Aged Care Specialist
- FAAA AFP Practitioner Member - Financial Advice Association Australia
- Bachelor or Business
- Graduate Diploma of Financial Planning
See Michael in Action:
Michael’s Client Feedback:
Very happy that we were able to raise matters for discussion ahead of the meeting and Michael Cherry created an agenda covering everything he needed to talk to us about AND everything we wanted to raise. Left feeling very comfortable with the pathway forward.
- Raelee
Michael answered our questions and gave advice based on his knowledge of our situation.
- Catherine and John
Michael is always prepared for the meeting and comes with some key points to discuss.
- Lisa
Meeting with our advisor was very helpful, covered all aspects of our portfolio, answered all questions and received excellent advice.
- Jacob and Saleen
Explanation was forwarded for questions we had the same day in writing very happy.
- Brian and Nikki
I find Michael patient and able to answer and explain in language I undertstand. Much appreciated.
- Michael
We have found meeting with Michael Cherry very valuable and informative, answered our queries well. A very satisfied with the meeting.
- Jacob & Saleen
Michael takes the time to explain the financial processes and the rationale on making these decisions. He asks relevant and appropriate questions to understand the personal circumstances which may impact on future financial decision making.
- Tracey
By completing the pre appt details was able to save myself an unnecessary appt. Michael was able to give me a quick confirmation over the phone. Really appreciated and will see him for further advise as needed in a few months.
- Debra
Well prepared and well presented. Ready, willing and able to find and / or supply answers to all of my questions. Overall, a very professional running of the meeting.
- Warwick K
Very satisfied with thorough review of our porfolio and answering to any of our questions.
- Jacob and Saleen
Michael is friendly and treats me with respect and brings up items I don't think about.
- Michael B
Michael clearly went through our portfolio and provided appropriate, helpful advice
- Jacob and Saleen
Michael has a great understanding of our affairs, our wishes and understands our needs going forward
- John
Michael explained the ins and outs of my portfolio clearly, and concisely. He patiently answered my questions as well as questions I didn’t know to ask
- Marj
Are you a client of Michael?
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