About Me

William Bracey
02 9328 0876
Sydney Financial Planning

Principal | Senior Financial Planner
UNIQUE QUALITIES
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.

Fellow Chartered Financial Practitioner (AFA) FChFP
Tax (Financial) Adviser
CAREER AND INDUSTRY HIGHLIGHTS
William established 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. William is the Chairman of NSW Authorised Adviser Association. He has been listed in the 2013, 2014, 2015, 2016, 2017 & 2018 Most Trusted Advisers Network. 2012 & 2013 AFA Finalist Australian Adviser of the Year. 2012 Charter NSW Adviser of the Year. He has also had substantial commercial experience having previously been owner, board member and managing operator of several regional retail stores.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 37 Years
  • Licensed By
    Licensed By Charter Financial Planning Limited