William Ezzy CFP®

About Me

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.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 12 Years
  • Licensed By
    Licensed By Doquile Perrett Meade Financial Services Ltd
CERTIFIED FINANCIAL PLANNER®