Bill Bracey

Sydney Financial Planning

Bronze

36 Yrs Experience

Edgecliff, NSW 2027

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Over the last 34 years I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through each stage of their lives. I still feel as passionate about helping my clients as I did 34 years ago, but now I have more wisdom and the grey hair to match!

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Small Business Advice
Tax Strategies
Wills & Estates

5.00 November 2024

Bill has delivered a financial plan and aged care plan that gives me and my adult children peace of mind.

5.00 November 2024

Bill and Sydney Financial Planning has given us peace & mind for our future. I was normally always worried about money and the future but now I can relax.

5.00 May 2023

Bill has restructured my financial plan and helped me plan for my goals.

5.00 March 2023

Over the past 30 years Bill looked after my best interests to get me to retirement where I am now. I have peace of mind knowing that SFP are looking after me.

5.00 January 2023

Bill helps me feel safe, because he and SFP are managing my pension and investments.

Adviser status Bronze
Rating 4.96
Number of reviews 155
First year providing advice 1988
Years of experience 36
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English