Meet Michael Zealley

Advisors

1 Feb

Written By The KH Studio

Michael Zealley

Financial Advisor

Running • Snow Skiing • Hiking

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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. He 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 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