Meet Michael Zealley

Advisors
Written By The KH Studio


Michael Zealley

Financial Advisor

Running • Snow Skiing • Hiking

Mick started his Strategem journey as a Paraplanner in 2022. He has since been appointed as a Financial Planner and is enjoying building relationships with his clients.

Michael is passionate about working with his clients to develop strategies to support their wealth accumulation. With 22 years of experience, Michael works to help you understand your financial position, take advantage of opportunities that arise and create strategies that see you use your wealth effectively - ultimately helping you achieve your goals.

Michael’s skills include:

- Wealth accumulation and superannuation maximisation strategies

- Providing advice to ensure a smooth transition into retirement

- Retirement income stream advice and retirement income modelling

- Centrelink maximisation

- Minimising tax on superannuation death benefits

 

Credentials/Qualifications:

- CFP (Certified Financial Planner)

- Bachelor of Applied Science

- Advanced Diploma of Financial Planning

See Michael in action:

Michael’s Client Feedback:

Featured

Michael was fantastic and provided sound and clear general advice to us, providing us with our options, but not over promising or pushing any particular objective or outcome.

- Ashley

Quality time during my appointment with a variety of financial options provided for me to consider and apply the best strategy for my current situation.

- Jo

Michael explained everything very clearly, answered all of our questions with ease and we walked out feeling relieved that things were on track.

- Karen

Clear, practical advice from a knowledgeable source.

- Shaun

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

Michael was helpful and provided frank advice.

- Ian

Very clear advice.

- Karen

Michael provided us with well informed information in a friendly and professional manner

- Jan and Brian

Michael answered all of our questions and gave us a clear insight into where we are financially and what to look at going forward.

- Karen and Tony

The advisor was clear and perceptive, and even-handed in his information and advice

- Mark

Quality time was allocated for my initial appointment and a respectful and informative discussion reduced my anxiety of navigating my transition to retirement.

- Jo

Recommended Blogs:

Blog
July 2025 Practice Update: Key Tax & Super Changes You Should Know
July 2025 Practice Update: Key Tax & Super Changes You Should Know

As we begin a new financial year, there are several important updates that individuals, businesses, and SMSFs need to be aware of. Below, we’ve summarised the key changes and deadlines from the ATO and other regulatory bodies that could impact your finances in the 2025–26 income year.

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Welcome to FY 2025–26 | Reset, Refocus & Realign for a Strong Financial Year
Welcome to FY 2025–26 | Reset, Refocus & Realign for a Strong Financial Year
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The Risks of Taking Financial Advice from Finfluencers (Think Before You Follow)
The Risks of Taking Financial Advice from Finfluencers (Think Before You Follow)

In an age where financial advice is just a swipe away, it’s easier than ever to get caught up in fast tips, bold claims, and “get rich quick” content.

Read More →

Learn More About Our Bendigo Team

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