Meet Michael Cherry

Advisors
Written By The KH Studio


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 16 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:

Daniel’s Client Feedback:

Featured

Very helpful advice with the next steps I need to take.

- Joy

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

Attentive phone call resulted in an accurate summary of our needs.

- Paul

Michael explained everything very well.

- Catherine

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 answered our questions so that we understood

- Catherine

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

Recommended Blogs:

Blog
Is This Your Year to Start Planning for Retirement?
Is This Your Year to Start Planning for Retirement?

Retirement is a milestone that many dream of, but turning that dream into reality requires careful planning. Whether retirement feels like a distant goal or it’s just around the corner, having a solid strategy in place is essential for achieving financial freedom and maintaining the lifestyle you want.

Read More →
How to Start the ‘Big’ Conversations About Aged Care, Retirement, and Succession Planning with Your Family
How to Start the ‘Big’ Conversations About Aged Care, Retirement, and Succession Planning with Your Family

So, you want to bring up the “big stuff” with your family—topics like aged care, retirement, and what happens to everything you’ve built down the line. These aren’t exactly go-to topics for family brunch, but with a little preparation (and maybe a sprinkle of humour), they don’t have to be stressful, either!

Read More →
Preparing Your Business for the Holiday Season
Preparing Your Business for the Holiday Season

The holiday season in Melbourne is more than just a time for shopping sprees and festive gatherings; it’s a golden opportunity for businesses to connect with customers, boost revenue, and set the stage for a successful start to the new year.

Read More →

Learn More About Our Bendigo Team

LEARN MORE →

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