"Over the last 35 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 35 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.
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. He has been listed in the 2013, 2014 & 2015 Most Trusted Advisers Network. He has also had substantial commercial experience having previously been owner, board member and managing operator of several regional retail stores.
In 2019, Bill was the winner of the Gerald Lippman Award, in recognition of quality advice and service to the community.
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. Read more about Who We Are, What We Do and explore our Insights.