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Bill Bracey

 Bill Bracey

Share profile:
201 New South Head Road Suite 13, Edgecliff Mews
Edgecliff
NSW
2027
AU

Overview CONTACT THE ADVISER

Bill Bracey Bill Bracey

total Reviews

88

Experience

29yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

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 each stage of their lives. I still feel as passionate about helping my clients as I did 29 years ago, but now I have more wisdom and the grey hair to match!

Company:

Sydney Financial Planning
Sydney Financial Planning

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 88 total)See all

"Bill helps me negotiate the quagmire of complexity of all my Financial Planning needs , i have been happy to refer friends to him ."

Chris , 46-55 20 Sep 2017

"Bill pro actively helps me manage all aspects of my Financial planning / life "

Danielle, 35-45 13 Sep 2017

"Bill put me in a better position , where i now know where im going Financially "

Greg , 65+ 13 Sep 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 29 years total experience

My Videos CONTACT THE ADVISER

Why I do what I do
The team behind Sydney Financial Planning
What the 2016 Federal Budget means for you

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 13, Edgecliff Mews
201 New South Head Road, Edgecliff
NSW 2027 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 88 Total Reviews
Chris , 46-5520 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill helps me negotiate the quagmire of complexity of all my Financial Planning needs , i have been happy to refer friends to him ."

Danielle, 35-4513 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill pro actively helps me manage all aspects of my Financial planning / life "

Greg , 65+13 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill put me in a better position , where i now know where im going Financially "

Marion , 35-4511 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill looked into our personal circumstances , and life objectives, and not just focused on the dollars , we would er happy to refer Bill to friends and family "

Ken , 56-6518 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bills advise is honest , straight forward , he puts it in blunt terms that is clear. Over the past 20 yeasrs ive been well guided by Bill "

CJ, 35-4518 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill got me , and understood what i really wanted ."

Maree , 56-6510 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill has guided me on the right path to create a income for my lifestyle and needs .Im very happy to refer Bill to friends and family"

Wayne, 56-6508 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill added viability to our situation, and forces us to stop and check our financial position , before it gets away from us . We are happy to refer Bill onto friends "

Paul , 56-6519 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill Provides strength, support and genuine advice throughout difficult times , i have been a client for over 15 years "

Stacey, 46-5513 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Over the past 10 years Bill has given me great advise that is holistic , and Bill has been very empathetic to my position . He is a good listener , and i would be happy to recommend him . "

Jenni , 46-5511 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill gives us the discipline in keeping us on track with our Financial Plan ."

Niat Min, 56-6530 Jun 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Bill's advice is sound and easy to understand. "

Brian, 65+30 Jun 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Over the past 8 years, Bill has given us personal attention as opposed to feeling like just another number. Bill keeps us up to date and we feel confident about the future."

Robyn, 56-6530 Jun 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"We formed a relationship based on financial advice, but it's developed into much more than that; reassurance, security and a GPS to keep me on track."

June, 56-6527 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill and Sydney Financial Planning have been looking after me for over 15 years. They remove the financial jargon and talk to me in ways I understand. The advice he has given me has paid off and doing well."

Robyn, 56-6527 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My discussions with Bill helped me understand my situation and the best way to move forward without him being forceful. I trust him and that's important! "

Ron, 65+11 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"For 20 years Bill has been our financial planner. Bill clearly explains what it is we need to do and what our best options are."

Margaret, 56-6511 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill has put together the big picture of our situation and how each piece relates. Over the 12 years with Bill we have found him to be a great communicator and we feel well informed."

Tricia, 65+03 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My partner and I have found Bill to be very professional, approachable and helpful. We've been a client of Sydney Financial Planning for about 17 years and we are very satisfied with the quality of advice provided."

Anne, 56-6527 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Bill has advised Chris and I to a great financial position. Over the 25 years that we have been seeing Bill, I have always found him and the team at Sydney Financial Planning to deliver results and I would happily refer to friends and family."

1 2 3 4 5
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

CHARTER FINANCIAL PLANNING LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
83
Customers

#2
Estate Planning
STRENGTH
81
Customers

#3
Preparing For Retirement
STRENGTH
67
Customers

#4
Tax Effective Strategies
STRENGTH
66
Customers

#5
Insurance Protection
STRENGTH
64
Customers

x

Overall rating

100%

William Bracey

Company: Sydney Financial Planning

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies William Bracey is a member of and in what capacity, the licensee or company of William Bracey and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of William Bracey (see report card scoring)

Qualifications: 100%

Compliance: 93%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%