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Will Ezzy Email & Phone Number
Principal and Private Wealth Consultant
at
DPM Financial Services
1 work email found
@dpmfs.com.au
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Private Wealth Consultant
Location
Greater Melbourne Area, Australia, Australia
Company size
Who is Will Ezzy? Overview
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Quick answer
Will Ezzy is listed as Principal and Private Wealth Consultant at DPM Financial Services, a company with 129 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at dpmfs.com.au and a matched LinkedIn profile for Will Ezzy.
Will Ezzy previously worked as Principal & Private Wealth Consultant at Dpm Financial Services and Private Wealth Consultant at Dpm Financial Services. Will Ezzy holds Certified Financial Planner (Cfp) from Financial Planning Association Of Australia.
Company email context
Email format at DPM Financial Services
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{first}.{last}@dpmfs.com.au
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AeroLeads found 1 current-domain work email signal for Will Ezzy. Compare company email patterns before reaching out.
Profile bio
About Will Ezzy
Will Ezzy is a Principal and Private Wealth Consultant at DPM Financial Services. He possess expertise in wealth management, investments, finance, derivatives, financial analysis and 11 more skills.
Listed skills include Wealth Management, Investments, Finance, Derivatives, and 12 others.
Current workplace
Will Ezzy's current company
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Dpm Financial Services
8 roles
Will Ezzy work experience
A career timeline built from the work history available for this profile.
Principal & Private Wealth Consultant
Current- As a Private Wealth Consultant, I am responsible for providing comprehensive and tailored advice to medical professionals; implementing complex long term strategies to ensure they are in the best financial position to.
- Assess and understand clients’ lifestyle & financial needs and potential concerns.
- Investigate and develop effective strategies to maximise wealth outcomes and achieve their financial objectives in the short, medium and long term.
- Liaise and collaborate with other Consultants and professionals (Tax, Insurance, Finance, Legal and Property) to ensure all aspects of Wealth are considered as part of client overall outcomes saving time and money.
- Deliver financial solutions that are agnostic to product and always in the best interest of the client.
- Manage and maintain a high level of confidentiality with client details and personal information.
Jul 2023 - Present
Private Wealth Consultant
Feb 2016 - Aug 2023
Associate
WARR HUNT is a Financial and Wealth Management firm providing expertise and advice to professionals, small business owners and families to help achieve their most important goals.
Jan 2013 - Feb 2016
Feb 2012 - Jan 2013
Derivatives Analyst
F&C
Contract Role
Feb 2011 - Jan 2012
Sep 2010 - Feb 2011
Senior Portfolio Accountant
Fordham Investment Management
Feb 2007 - Mar 2010
3 education records
Will Ezzy education
Certified Financial Planner (Cfp)
Financial Planning Association Of Australia
Masters Of Applied Finance, Financial Planning
Kaplan Professional
Bachelor Of Commerce (B.Com.), Finance
The University Of Melbourne
FAQ
Frequently asked questions about Will Ezzy
Quick answers generated from the profile data available on this page.
What company does Will Ezzy work for?
Will Ezzy works for DPM Financial Services.
What is Will Ezzy's role at DPM Financial Services?
Will Ezzy is listed as Principal and Private Wealth Consultant at DPM Financial Services.
What is Will Ezzy's email address?
AeroLeads has found 1 work email signal at @dpmfs.com.au for Will Ezzy at DPM Financial Services.
Where is Will Ezzy based?
Will Ezzy is based in Greater Melbourne Area, Australia, Australia while working with DPM Financial Services.
What companies has Will Ezzy worked for?
Will Ezzy has worked for Dpm Financial Services, Warr Hunt, Citi, F&C, and Goldman Sachs.
How can I contact Will Ezzy?
You can use AeroLeads to view verified contact signals for Will Ezzy at DPM Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Will Ezzy attend?
Will Ezzy holds Certified Financial Planner (Cfp) from Financial Planning Association Of Australia.
What skills is Will Ezzy known for?
Will Ezzy is listed with skills including Wealth Management, Investments, Finance, Derivatives, Financial Analysis, Retirement Planning, Asset Management, and Equities.
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