Managing Director | Senior Financial Planner

William Bracey

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!”

Investment Specialist

Meet Bill

William (Bill) established Sydney Financial Planning as W. Bracey Sydney Financial Services in 1988 and has overseen its steady development into an industry leader. The business now looks after the financial affairs of thousands of families with combined assets in excess of $500 million dollars.

He has been listed in the 2013, 2014, 2015, 2018 and 2023 Most Trusted Advisers Network and has had substantial commercial experience having previously been owner, board member and managing operator of several regional retail stores.

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.

Get in Contact

02 9328 0876

0418 262 171

bill@sydneyfinancialplanning.com.au

Book a Meeting

Specialist Skills

Wealth creation strategies
Transition to retirement strategies
Risk management strategies
DIY and Self Managed Super Funds (SMSF Advice)
Aged Care
Small Business and Business Succession Planning
Tax (Financial) Planner

Professional Qualifications

Advanced Diploma in Financial Services (Financial Planning) ADFP
Self-Managed Superannuation Funds (SMSF) Program
Margin Lending and Geared Investments Program
Direct Shares Program
Tax (Financial) Planner
Tax (Financial) Adviser

Membership & Associations

Authorised Representative of Charter Financial Planning
Member of Financial Advisers Association of Australia (FAAA)
Member of the Credit Ombudsman Service
Justice of the Peace (NSW)
Fellow Chartered Financial Practitioner (AFA) (FChFP)
Member of The Advisers Association (TAA)

Career Highlights

2019 Gerald Lippman Award winner, in recognition of quality advice and service to the community
2012 NSW Adviser of the Year
2013 Finalist AFA Australian Adviser of the Year
2019-2020 Gerald Lippmann Perpetual award for lifetime achievements
2022 ASTRUM Lifetime Achievement Award Winner

Outside of Work

William enjoys spending time with his three children and dog. He loves surfing, boating activities and is an avid Wallabies and Roosters supporter.

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William Bracey – Planner Profile

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