William Bracey

Sydney Financial Planning

4.95
142 Reviews
Gold
34 Yrs Experience
Edgecliff, NSW 2027
Over the last 34 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 34 years ago, but now I have more wisdom and the grey hair to match!

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 142
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Sydney Financial Planning

Suite 13, 201 New South Head Rd
Edgecliff, NSW 2027

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Charter Financial Planning

AFSL 234665

4.95
142 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 142

Sort by

5.00

"Getting the insurance I needed when others could not."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"New Debt Strategy - Great! New Financial Plan - Great! Strategically now understand our new Retirement Strategy and now heading in the right direction."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"1) I came to Bill via a referral from a trusted friend 2) The Financial Plan is comprehensive and a lot of thought has gone into it. Thank you"

  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Received sound and clear practical advice over 20+ years."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill has set up a forecast for my life plan , so i can follow . Now i can see my financial journey , and will know that im on track to and can follow . I also know now im in a better financial position going forward. Thanks Bill"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill makes me feel safe, taking care of my financial future and matters. I would feel comfortable referring Bill to others."

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill gives us holistic overview and helps us focus on our financial planning needs over the past 15 years. We would be happy to refer Bill to friends."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill give us the understanding of navigating the systems. Bill helps us to focus on the future. Without Bills advice, we would only focus on today, and that’s a problem."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bill helped us raise awareness of financial matters, and emphasizing what is important , and his expertise in Financial Planning helped us make decisions for our future"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The re-organisation of risk and super retirement planning to reduce fees and provide superior outcome has been of great value and we are in a better financial position. Yes, I would be happy to refer Bill to friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 142

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Financial Planning Association of Australia (FPA)

Membership type
AFP
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