Will Ezzy in

Will Ezzy

Login to view DISC.
Principal & Private Wealth Consultant at DPM Financial Services
📍 Greater Melbourne Area, Australia

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
17 Years
Current Role
Principal & Private Wealth Consultant
Job Level
Mid-senior
Location
Greater Melbourne Area, Australia
Personality Overview

How Will shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Will cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

7-2023
Principal & Private Wealth Consultant
DPM Financial Services
2-2016 - 8-2023
Private Wealth Consultant
DPM Financial Services
1-2013 - 2-2016
Associate
WARR HUNT
2-2012 - 1-2013
Citigold Relationship Manager
Citi
2-2011 - 1-2012
Derivatives Analyst
F&C
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2012 - 2013
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2007 - 2009
Masters of Applied Finance
Kaplan Professional
2004 - 2006
Bachelor of Commerce (B.Com.)
The University of Melbourne
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Will. Free, 10 seconds.