William Bracey - Principal and Senior Financial Planner
M 0418262171
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"Over the last 24 years I have assisted my clients 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 24 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.
Bill established W Bracey Sydney Financial Services in 1988, and since that time, he has overseen its growth and development into Sydney Financial Planning. He has grown the client base to over 5,000 clients and manages over $250 million dollars in client investments. He has become one of the most respected financial planners in Sydney. Before becoming a financial planner, Bill was a retail manager and has qualifications in this area. Bill sits on the board of the NSW Authorised Advisor Association and was recently Chairman of the Board.
Specialist Skills
- Wealth creation strategies
- Transition to retirement strategies
- Risk management strategies
- DIY and Self Managed Super Funds(SMSF Advice)
- Small business strategies
- Business succession planning
Professional Qualifications
- Advanced Diploma in Financial Services (Financial Planning)
- Self-Managed Superannuation Funds (SMSF) Program
- Margin Lending and Geared Investments Program
- Direct Shares Program
Membership and Associations
- Member of the Association of Financial Advisers
- Member of the Self-Managed Super Fund Professionals’ Association of Australia
- Member of the Credit Ombudsman Service
- Associate member of the Financial Planning Association
- NSW Director of AXA Financial Planning’s NSW Authorised Advisor Association
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 hundreds of families with combined assets in excess of $300 million dollars.
William is the Chairman of AXA Financial Planning’s NSW Authorised Adviser Association and is a board member at national level. 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 wife, three children and their dog. William loves surfing and boating activities and is an avid supporter of the Wallabies and Roosters.
William Bracey 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.