Bill Bracey

Sydney Financial Planning

Bronze

38 Yrs Experience

Edgecliff, NSW 2027

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Over the last 39 years I have assisted my clients to work towards and realize 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 39 years ago, but now I have more wisdom and the grey hair to match!

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Aged Care
Small Business Advice
Tax Strategies
Growing Assets

5.00 March 2026

Bill has advised me for over 30 years. He gives me peace of mind. Total honesty. I never lose sleep.

5.00 March 2026

Bill offers wisdom and integrity with common sense and optimism.

5.00 March 2026

Bill is easy to talk to, can explain in a way that I can understand. And as a single mum I feel relaxed enough to trust him and ask questions.

5.00 March 2026

Bill looks after everything with regards to my investments and retirement income, and I sleep well at night knowing this and it's well diversified return with solid returns for over 20 years

5.00 February 2026

Bill took the time to understand us. He explained the why of everything

Adviser status Bronze
Rating 4.97
Number of reviews 180
First year providing advice 1988
Years of experience 38
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English