Financial Adviser
· BENDIGO, VIC
Michael Zealley
No disciplinary history on record with ASIC
BENDIGO,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002058
Michael Zealley is a financial adviser based in Bendigo, Victoria, with 19 years of experience in the financial services industry since 2007. Michael is currently authorised under Strategem Investment Services. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a CFP Program from FPA. Michael is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Ltd
2017
CFP Program
FPA
2019
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2020
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Ltd
2025
TASACL Commercial Law
Kaplan Professional
Registration History
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
VICSUPER PTY LTD
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Source: ASIC Financial Advisers Register