Bill Bracey Email & Phone Number
Principal Director @ Sydney Financial Planning
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Bill Bracey Work
- Principal Director @ (August 1988 - Present)
- Director @ Bracey's Lithgow (January 1989 - January 2011)
Bill Bracey Education
- Tax Practitioners Board
TAX (Financial) Adviser
2024-2024 - Kaplan Professional
Ethics and Professionalism in Financial Advice
2022-2022 - FAAA
The Fellow Chartered Financial Practitioner (FChFP)
2013-2016 - Kaplan Professional
Certificate IV in Finance and Mortgage Broking
2014-2014 - The Social Adviser
(Social Media)
2013-2014 - Association of Financial Advisers
Fellow Chartered Financial Practitioner (Financial Planning and Services)
2013-2013 - University of Pennsylvania - The Wharton School
Innovation in Business Programme (Business)
2013-2013 - Tribeca
Advanced Diploma in Financial Services (Financial Planning) (Financial Planning)
2004-2005 - University of Technology, Sydney
Diploma of Management (Retail Management)
1991-1995 - University of Oxford
Business Studies
1993-1993 - SCEGS (The Shore School)
HSC (Senior Certificate)
1975-1981
Bill Bracey Skills
- Problem Solving
- Small business strategies
- Wealth creation strategies
- Transition to Retirement Strategies
- •Business Succession Planning
- Strategic Financial Planning
- Strategies
- Small Business
- Investments
- Wealth Accumulation
- Wealth
- Wealth Management
- Wealth Management Services
- Income Protection
- Succession Planning
- Managed Funds
- Paraplanning
- Estate Planning
- Finance
- Investment Strategies
- Insurance
- Tax-advantaged Investment Strategies
- Financial Coaching
- Buy-sell Agreements
- Critical Illness
- Savings
- Asset Allocation
- Risk Management
- Life Insurance
- Investment Advisory
- Superannuation
- Financial Services
- SMSF
- Pensions
- Financial Advisory
- Retirement
- Wealth Accumulation Strategies
- Financial Planners
- Independent Financial Advice
- Holistic Financial Planning
- Key Person Insurance
- Portfolio Management
- Certified Financial Planner
- Personal Financial Planning
- High Net Worth Individuals
- Investment Management
- Debt Management
- Certified Estate Planner
- Protection Planning/family Security
- Intergenerational Wealth Transfer
- Public Speaking
- Planners
- Strategic Planning
- Program Management
- Management
- Teaching
- Strategy
- Integration
- Financial Planning
Bill Bracey Summary
- Bill Bracey, is currently a Principal Director at Sydney Financial Planning. Bill Bracey brings experience from previous roles at Bracey's Lithgow. Bill Bracey holds a 2024 - 2024 TAX (Financial) Adviser @ Tax Practitioners Board. With a robust skill set that includes Problem Solving, Small business strategies, Wealth creation strategies, Transition to Retirement Strategies, •Business Succession Planning and more. Bill Bracey has 2 emails on RocketReach.
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