Bill Bracey

Principal & Senior Financial Planner
Bill Bracey

"Over the last 29 years I have assisted my clients to 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 29 years ago, but now have more wisdom and the grey hair to match!"

Unique Qualities

Bill’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.

Bill established W Bracey Sydney Financial Services in 1988. 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 Chairman of the Board.

Specialist Skills

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

 

Sydney Financial Planning
Advice that stands the test of time.

Blogs by this author

9th Jul 2015
The Change