William Bracey - Principal and Senior Financial Planner

  • 0418 262 171

 

 

"Over the last 30 years I have assisted my clients to work towards and realise their dreams.  I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping my clients and making a real difference in their lives as I did 30 years ago, but now have more wisdom and the grey hair to match!"

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.

 

Specialist Skills

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk management strategies
  • DIY and Self Managed Super Funds (SMSF Advice)
  • Small Business and Business succession Planning
  • Tax (Financial) Planner

Professional Qualifications

  • Advanced Diploma in Financial Services (Financial Planning)
  • Fellow Chartered Financial Practitioner (AFA) (FChFP)
  • Self-Managed Superannuation Funds (SMSF) Program
  • Margin Lending and Geared Investments Program
  • Direct Equities Accreditation
  • Accredited Tax (Financial) Adviser - TASA

Membership and Associations

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 $300 million dollars. William is a director of the NSW Authorised Adviser Association and is a board member at a national level. He has been listed in the 2014 & 2015 Most Trusted Advisers Network by the Beddoes Institute. He has also had substantial commercial experience having previously been owner, board member and managing operator of several regional retail stores.

Personal Interests

William enjoys spending time with his three children and dog. He loves surfing and boating activities and is an avid Wallabies and Roosters supporter.

Planner Profile

Download a printable version of Bill's Profile: William Bracey - Planner Profile

 

 

William Bracey is an authorised representative and credit representative of Charter Financial Planning Limited, ABN 35 002 976 294, AFS Licence No. 234665, member of the AMP Group. This document provides general information only. Before making any financial or investment  decisions,  we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Charter Financial Planning, Illawarra Financial Planning and Sydney Financial Planning and its authors take no responsibility for any omissions of information supplied in this document.

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