WELCOME TO STRATEGEM
We are looking forward
to enriching your life with better financial decisions.
THANK YOU FOR CHOOSING STRATEGEM FOR
Wealth Management
What you’ll find on this page:
1. Essential New Client Onboarding Form
2. Essential Pre-Appointment Prep
3. Meet our Wealth Management Advisors & Support Team
4. Client Portfolio Access
5. Our Resources
6. Additional Services
1
Essential
New Client Onboarding Form
We appreciate your decision to work with our team at Strategem. Before we begin, we require you to fill out our new client form. This will allow us to create your client account and get you set up on our system and client portal.
Pre-Appointment Preparation
Please complete the following prior to every appointment you have with our advisors.
2
Essential
Complete the Pre-Appointment Questionnaire Existing Clients Only
Give us all of the information we need to make the most out of our time together.
01
Read Our Strategem Fees and Services Guide
Understand what is involved in seeking our advice and prepare any questions that you may have for us.
02
Place Your Drink Order
When you meet with our team, we want you to feel at ease. Place your order so we can have your chosen drink ready for you.
03
Meet our Wealth Management Experts
We can support you with Financial Planning, Superannuation, Insurance and Aged Care Support, book an appointment when you are ready.
3
FINANCIAL PLANNER
Michael Cherry
FINANCIAL PLANNER
Adam Middlemis
FINANCIAL PLANNER
Michael Zealley
FINANCIAL PLANNER
Kris Tatt
FINANCIAL PLANNER
Brett Marchant
FINANCIAL PLANNER
Daniel Nalder
MEET THE WHOLE TEAM
Supporting your Investment Services journey…
Sharni
Lyon
Viviane de Jesus Pereira
Angus Martin
Nicole
Hughes
Vanessa
Charity
Silvia Moo
April
Kirkwood
Chantelle
Sherwell
4
Personalised Support
eg. information on how you offer client reporting, ongoing support - what’s included
5
Browse our Financial Planning Resources
✔ Retirement Planning
✔ Wealth Creation
✔ Personal Risk Insurance
✔ Aged Care Support
✔ SMSF and Superannuation
6
ADDITIONAL SERVICES
