Will joined DPM in 2016. More than 13 years’ experience in the Financial Services industry has allowed him to work closely with a varied client base. Will specialises in developing long term wealth management plans, tailoring ongoing strategies to ensure his clients are in the best financial position to achieve their goals.
William Ezzy
B.Comm, MAppFin, CFP®
Consultant | Melbourne Office
Please note new clients are assigned consultants based on an assessment of needs and availability.
Tax & Accounting
Tax structuring for doctors – How should you hold your investments?
This is something that is often overlooked by many investors. In the hope of accumulating some wealth, an investor may
Lending
Doctors and Divorce – A medical accountant’s guide to separation and divorce taxation
Going through a divorce or relationship dissolution can be a challenging time irrespective of whether both parties are amicable. Aside
Lending
Buying a second home | key issues to consider when keeping your first home as a rental property
Buying a second home? You’ve just purchased your dream home, and are in the position to hold onto your first
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Podcast | Ethical investing for doctors
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Podcast | Superannuation health
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Buy Now Pay Later | The cost of convenience
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Buying rooms – what you need to know
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Downsize your home and boost retirement savings
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Jumping at shadows | the hidden danger of reacting to speculation
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Concessional contributions ‘catch-up’ – what it all means?
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The importance of Personal Financial advice when investing
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End of financial year Super planning
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Child Care Subsidy Changes
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Recognising and managing biases in financial decision making
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The First Home Super Saver Scheme – what you need to know
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Mythbusters: Do I need a Financial Advisor?
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Why would I consider a SMSF vs a regular Superannuation Fund?
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The new world of Superannuation
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Happy New (Financial) Year!
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Debt Management for Doctors – the basics
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