Financial Adviser
· MELBOURNE, VIC
William James Ezzy
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000450458
William James Ezzy is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. William is currently authorised under Doquile Perrett Meade Financial Services Ltd. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planners Association of Australia. William is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
The University of Melbourne
2009
Graduate Certificate in Financial Planning
Kaplan Professional
2009
Graduate Diploma of Applied Finance (Financial Planning)
Kaplan Professional
2010
Master of Applied Finance
Kaplan Professional
2013
Certified Financial Planner
Financial Planners Association of Australia
2013
Tier 1 Margin Lending
Other - Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional