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

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.

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

FINANCIAL ADVISOR

Michael Cherry

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

FINANCIAL ADVISOR

Adam Middlemis

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

FINANCIAL ADVISOR

Michael Zealley

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

FINANCIAL PLANNER

Kris Tatt

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

FINANCIAL ADVISOR

Brett Marchant

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

FINANCIAL ADVISOR

Daniel Nalder

Strategem Financial Services | Melbourne & Melbourne | New Client | Wealth Management

Supported by our team in Bendigo …

FINANCIAL ADVISOR

D’Avery Pillay

MEET THE WHOLE TEAM

Supporting your Investment Services journey…

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

Sharni
Lyon

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

Viviane de Jesus Pereira

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

Angus Martin

Nicole
Hughes

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

Vanessa
Charity

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

Kathy Peacock

April
Kirkwood

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

Chantelle
Sherwell

Cooper Charnas

Dilshani Jayasinghe

Personalised Support

eg. information on how you offer client reporting, ongoing support - what’s included

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management

Browse our Financial Planning Resources

ADDITIONAL SERVICES

✔ Retirement Planning

✔ Wealth Creation

✔ Personal Risk Insurance

✔ Aged Care Support

✔ SMSF and Superannuation

Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management
Strategem Financial Services | Bendigo & Melbourne | New Client | Wealth Management