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. 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 Zealley was extremely helpful, knowledgeable and informative. I was totally satisfied with my meeting with him.
- Lynn

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

**Are you a client of Michael?**

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Recommended Blogs:

Blog

Federal Government Announces Ban on SMSF Borrowing for Residential Property

Division 296 ($3 Million Super Tax) Is Now Law: What It Means for You

Scam Awareness This Tax Time: How to Protect Yourself from Fraud

As tax time approaches, many Australians are focused on gathering documents, lodging tax returns, and reviewing their financial position.

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Meet Michael Zealley

Michael Zealley

Financial Advisor

Michael Zealley was extremely helpful, knowledgeable and informative. I was totally satisfied with my meeting with him.

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.

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.

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

Clear, practical advice from a knowledgeable source.

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.

Michael was helpful and provided frank advice.

Very clear advice.

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

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

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

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

Are you a client of Michael?

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