Bill Bracey

Sydney Financial Planning

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 148
  • 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