Meet Michael Zealley


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. 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:


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