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Will Ezzy

Dpm Financial Services

Gold
14 Yrs Experience
Melbourne, VIC 3004

Will is a Certified Financial Planner (CFP) with experience in the financial advice profession dating back to 2003. 

He has worked in both large institutions and boutique firms, in Australia and the UK, providing complex financial strategies and investment advice to professionals, small business owners and high net worth clients.

Will holds a Bachelor of Commerce from The University of Melbourne and a Masters of Applied Finance (Financial Planning) from Kaplan Professional.

Will is also a member of the Financial Planning Associations education committee, which incorporates developing education programs and training modules for future certified financial planners.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 14
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Dpm Financial Services

Suite 16, 412 St Kilda Rd
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Dpm Financial Services

AFSL 239690