Meet our financial planners

Sydney Financial Planning has a strong team of eight highly educated financial planners.  Our planners benefit from sharing each other’s wealth of knowledge and years of practical experience. 

Our planners come from a variety of backgrounds and have differing passions and specialities, but they all share a strong commitment to their clients, a solid sense of professionalism and, perhaps most importantly, they are all ‘real people’ with the same concerns as many of their clients.

	William ‘Bill’ Bracey -  AFP® ADFS(FP) Senior Financial Planner | Principal T02 9328 0876  M0418 262 171 E This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Read Bill's full profile
	Gary Winwood-Smith - BCom(FP and Investments) Senior Financial Planner T 02 9328 0876   M0403 261 292 E This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Read Gary's full profile
	Michal Bodi - AFP® ADFS(FP) Senior Financial Planner | Financial Coach T 02 9328 0876   M 0422 763 361 E This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Read Michal's full profile
	Richard Stewart - AFP® DFP Senior Financial Planner T 02 9328 0876   M0411 286 229 E This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Read Richard's full profile
	Paul Spinelli - CFP® Senior Financial Planner T02 4228 1100    M0438 281 109 E This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Read Paul's full profile
	Dennis O’Keefe - DFP Senior Financial Planner T02 4226 3133   M0412 409 968 E This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Read Dennis's full profile
	Andrew Conn -  AFP® DFS(FP) Financial Planner T02 9328 0876   M0447 263 567 E This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Read Andrew's full profile
	Buddhika Wickramaratna - AFP® BCom (Banking & Finance)  BEc  ADFS(FP) Financial Planner T02 9328 0876   M0459 239 965 E This e-mail address is being protected from spambots. You need JavaScript enabled to view it. Read Buddhika's full profile

All our financial planners are Authorised Representatives of Charter Financial Planning and Members of the Credit Ombudsman Service, and our business is a designated FPA Professional Practice.

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Paul Spinelli - Senior Financial Planner

M  0438 281 109
E   This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

"Over the years I have found that clients just want to know that there is someone there to turn to for advice and peace of mind; someone they have developed a solid relationship with over the years who is prepared to listen to them, provide them with options, and then guide them."

Unique Qualities

Paul has 25 years of experience in providing clients with advice that best suits their needs for today and the future. Paul is an excellent listener and has the ability to explain complex strategies in a way that they are easy to comprehend and implement. He understands the importance of building wealth tax effectively, and protecting his clients' lifestyles.

Specialist Skills

• Wealth creation strategies
• Transition to retirement strategies
• Superannuation strategies
• Risk management strategies
• Retirement planning
• Centrelink benefit strategies

Professional Qualifications

• Certified Financial Planner (FPA)
• Graduate Diploma of Financial Planning
• Self-Managed Superannuation Funds (SMSF) Program
• Direct Shares Program

Membership and Associations

• Authorised Representative of Charter Financial Planning
• Member of the Financial Planning Association (FPA)
• Member of the Association of Financial Advisers (AFA)
• Member of the Credit Ombudsman Service

Career and Industry Highlights

Paul has worked in the financial services industry since 1982. He has been directly involved in the insurance and investment advice sectors since late 1987. Paul has remained with the one licensee during the past quarter century as it has evolved from being National Mutual to AXA Financial Planning, and most recently to AMP Financial Planning.

Paul's enthusiasm derives from his desire to help clients achieve their goals. He prides himself on being there during the good times, but more importantly during the challenging times.

Personal Interests

Paul's biggest passion is the ocean and associated pastimes like fishing, body surfing and diving. During the winter months his attention turns to the National Rugby League and his beloved St George-Illawarra Dragons. His other great loves are music and travel.

Paul Spinelli is an authorised representative of AXA Financial Planning Limited, ABN 21 005 799 977, AFS Licence No. 234663, 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. AXA Financial Planning and its Authors or omissions of information supplied in this document.

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Meet our administration team

Behind the scenes, there is a strong and loyal support team that allows our planners to deliver the high calibre advice that really makes a difference in our clients’ lives.

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Dennis O'Keefe - Senior Financial Planner

M  0412 409 968
E   This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

"The most satisfying part of my professional life is creating a world for my clients where they no longer worry about the future because I have listened to them and given them advice which ensures they and their families' futures are being managed with care."

Unique Qualities

Dennis has the ability to put clients at ease and makes them feel very comfortable. He can communicate with clients in an easy to understand manner and enjoys meeting with different people from different walks of life.

Specialist Skills

• Risk Management
• Business Succession Planning

Professional Qualifications

• Diploma of Financial Planning (DFP)

Membership and Associations

• Authorised Representative of Charter Financial Planning
• Member of the Association of Financial Advisers (AFA)
• Member of the Credit Ombudsman Service

Career and Industry Highlights

Having 26 years of continuous service in the financial planning industry, Dennis has had experience at board level for twelve years as a former director of the Wests Illawarra Leagues Club. Dennis' manner and ethics has seen many clients over the years become personal friends.

Personal Interests

Dennis grew up and resides in the Wollongong, in the Illawarra. He is married to Sue, a Registered Nurse. They have three sons and six grand children. As two of their sons and five of their grand children live in Queensland, Dennis and Sue enjoy making the trip north when opportunities arise.

Dennis is a mad keen Cronulla Sharks supporter in the National Rugby League competition, and a Wests Illawarra Red Devils follower in the local Wollongong rugby league competition. He also has a passion for high performance vehicles and follows the V8 Super Cars.

Dennis O'Keefe is an authorised representative of AXA Financial Planning Limited, ABN 21 005 799 977, AFS Licence No. 234663, 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. AXA Financial Planning and its Authors or omissions of information supplied in this document.

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