William Bruce Bracey
Financial Adviser in Edgecliff, New South Wales, Australia
Review William Bruce Bracey
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000250656
- Location
- Edgecliff NSW 2027
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 June 2012
- First provided advice
- 1988
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2004); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About William Bruce Bracey
William Bruce Bracey is a financial adviser in Edgecliff, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000250656.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 1 June 2012.
The register records 1988 as the year William first provided financial advice. The qualifications listed for William include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2004), Certificate IV in Finance and Mortgage Broking (Kaplan Higher Education Pty Limited, 2014) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2022).
William is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed William Bruce Bracey here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is William Bruce Bracey a registered financial adviser?
Yes. William Bruce Bracey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250656.
Which licensee does William Bruce Bracey work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can William Bruce Bracey give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."