William Bracey - Principal and Senior Financial Planner
"Over the last 32 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!"
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.
- 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
- 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
- Authorised Representative of Charter Financial Planning
- Member of the Association of Financial Advisers (AFA)
- Member of Australian Financial Complaints Authority (AFCA)
- Justice of the Peace (NSW)
- Member of the Financial Planning Association (FPA)
- Director of the NSW Authorised Representatives Association (ARA)
- Fellow Chartered Financial Practitioner (AFA)
- Tax (Financial) Adviser
- 2012 NSW Adviser of the Year
- 2013 Finalist AFA Australian Adviser of the Year
- 2019-2020 Gerald Lippmann Perpetual award for lifetime achievements.
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.
William enjoys spending time with his three children and dog. He loves surfing and boating activities and is an avid Wallabies and Roosters supporter.
Bill's 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.