Awarded Best
Financial Planner
in two categories

167 Sydney companies independently reviewed
by Top Experts to find the best in the city!

See our Awards

Awarded Best
Financial Planner
in two categories

167 Sydney companies independently reviewed
by Top Experts to find the best in the city!

See our Awards
Awarded Winners 2022

Sydney Financial Planning awarded winners

Bill Bracey awarded Best Financial Planner (Sydney) and Sydney Financial Planning Best Financial Planning Firm (Sydney).
Rated by Top Experts against our peers in Financial Planning and Sydney based firms according to the following criteria:
 
  • Credentials - We look at the credentials and experience of these financial planners and confirm that they have the necessary qualifications to provide their services.
  • Services - We look at the range of services that these financial planners offer their clients and their specific experience in each type of service.
  • Cost - Costs are important when working with a financial planner or advisor so we look at the cost structure as well as any hidden fees or additional costs of services.

Top Experts research included...

Licensing Check

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Customer Reviews

Global searches to combine reviews from across the web.

Mystery Shopper

Calling each expert business with a mystery shopper.
Leigh Morris | Director
Awarded by Top Experts
Senior Financial Planner and Principal Bill Bracey awarded Best Financial Planner (Sydney)

We’re honoured to have our expertise acknowledged and awarded for his continued progressive expertise and care with our SFP clients.

Bill has also been awarded with the Most Trusted Advisers Network from 2013 to 2015. And was the winner of the Gerald Lippman Award in 2019.

Awarded by Top Experts
Awarded Best Financial Planning Firm (Sydney)

Since its establishment in 1988 Sydney Financial Planning have won numerous awards recognising both individual accolades and team performance.

We understand the importance of team collaboration and partnership. By working together and leveraging our teams strengths, we strive to get the best outcomes for our clients.

Leigh Morris | Director
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Customer Review Highlights

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Experienced and trustworthy association with Sydney Financial Planning and its founder and principal over 30 plus years. Their advice has been exemplary and I have relied on their expertise to the full extent and continue to so do. I recommend them without hesitation.”
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