Malcolm Greentree
Login to view DISC.Malcolm 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.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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