Malcolm Greentree
Supporter · DISC type sMalcolm is the Director and Senior Financial Adviser at Greentree Wealth Management, with 20 years of experience as a Certified Financial Planner. He holds a Bachelor of Business from Western Sydney University. Clients describe him as knowledgeable, professional, and honest, demonstrating exceptional loyalty by following him between firms for over two decades.
Outside of his financial practice, Malcolm prioritizes his physical and mental health, noting the positive impact it has on his family life. His interests also suggest a potential passion for gardening and time at home, a contrast to his professional focus on financial markets.
He has founded multiple financial advisory firms during his career, showcasing a strong entrepreneurial drive.
Read the full overview →How Malcolm shows up
They are good and approachable with everyone, internally and externally. They usually go by the book, following all rules and procedures. Their motivation stems from the impact that their decisions can have on the organization.
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Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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