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. 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 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

Received reminder email after our appointment time had started, crucial information about length of appointment.

- Suzanne

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

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