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Behind the scenes, there is a strong and loyal support team that allows our financial planners to deliver a high calibre of advice that really makes a difference in our clients’ lives. 02 9328 0876 email@sydneyfinancialplanning.com.au Kylie Gray Reception & Office Administration Michele Szigmund Client Service Officer (CSO) Steve Stolle Senior Quality Advice Manager (QAM) […]

Behind the scenes, there is a strong and loyal support team that allows our financial planners to deliver a high calibre of advice that really makes a difference in our clients’ lives.

02 9328 0876
email@sydneyfinancialplanning.com.au

Kylie Gray
Reception & Office Administration

Michele Szigmund
Client Service Officer (CSO)

Steve Stolle
Senior Quality Advice Manager (QAM)

Callan Townsend
Client Relationship Manager (CRM)

Nic Matheson
Client Relationship Manager (CRM)

Jacob Ryan-McCormack
Client Relationship Manager (CRM)

Michael Allchin
Senior Client Relationship Manager (CRM)

Scott Cislowski
Quality Advice Manager (QAM)

Belinda Winwood-Smith – DFP BSc (Merit in IT)
Client Services / Paraplanner

Kate Sauer – CFP® AdvDipFS (FP)
Contracted Paraplanner

Richard Stewart
Business Development Manager

Adelaide Bracey
Operations & Marketing Assistant

 

 

Our team are here to support you

If you want to discuss any questions you may have, or book to see your financial planner. Call us directly on 02 9328 0876.

 

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Over the last 37 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 as I did when I started – but now with more wisdom and the grey hair to match!”

William Bracey – Managing Director | Senior Financial Planner
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Having the drive to succeed is a powerful quality. If you pair this with a right focus and an action plan the results can be quite amazing. My aim is to guide and manage client’s behaviour by providing clear direction to achieve results.”

Michal Bodi – Senior Financial Planner | Partner
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I’m passionate about helping clients identify, clarify and quantify their dreams — and then building a plan that actually gets them there. The best part of this work? Getting to be part of someone’s financial journey for the long haul.”

Gary Winwood-Smith – Senior Financial Planner | Director
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Financial independence isn’t just a number — it’s a feeling. My job is to help you build the plan, the habits, and the confidence to get there and stay there.

Steven Stolle – Financial Planner | Director
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Building wealth doesn’t need to be complicated. My role is to take away the guesswork, help you understand your options clearly, and put a plan in place that gives you real confidence in your financial future.”

James Middleton – Financial Planner
    William Bracey - Senior Financial Planner & CEO

    William Bracey

    Managing Director | Senior Financial Planner
    Michal Bodi - Senior Financial Planner & Partner

    Michal Bodi

    Senior Financial Planner | Partner
    Gary Winwood-Smith - Senior Financial Planner & Director

    Gary Winwood-Smith

    Senior Financial Planner | Director
    Steven Stolle - Financial Planner & Director

    Steven Stolle

    Financial Planner | Director
    James Middleton - Financial Planner

    James Middleton

    Financial Planner
    Logo - Charter Financial Planning
    Logo - ASTRUM Awards - Practice of The Year Finalist
    Logo - ASTRUM Awards - Customer Excellence Finalist
    Logo - Most Trusted Advisors Award
    37 Years Est.| 80 Years Experience| 5 Most Trusted Advisor| 3 Locations

    Our passion is knowing we’ve made a fundamental difference in your life

    Get in touch or make an appointment – join us for a friendly chat about your financial goals.