The Financial Planning Association of Australia The Financial Planning Association of Australia

William Bracey, AFP®

Name William Bracey AFP®
Company Sydney Financial Planning
Address Level 2 Suite 13
201 New South Head Road
Edgecliff, NSW 2027
Phone 00 93280876
Mobile 0418262171

"Over the last 24 years I have assisted my clients work towards and realise their dreams. I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping my clients and making a real difference in their lives as I did 24 years ago, but now have more wisdom and the grey hair to match!"

Bill established W Bracey Sydney Financial Services in 1988, and since that time, he has overseen its growth and development into Sydney Financial Planning. He has grown the client base to over 5,000 clients and manages over $250 million dollars in client investments. He has become one of the most respected financial planners in Sydney. Before becoming a financial planner, Bill was a retail manager and has qualifications in this area. Bill sits on the board of the NSW Authorised Advisor Association and was recently appointed as the NSW director.

Unique Qualities

William’s vast experience provides him with the skills to understand and articulate clients' financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.

Specialist Skills

•Wealth creation strategies
•Transition to retirement strategies
•Risk management strategies
•DIY and Self Managed Super Funds(SMSF Advice)
•Small business strategies
•Business succession planning

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