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Meet our financial planners

Sydney Financial Planning has a strong team of eight highly educated financial planners.  Our planners benefit from sharing each other’s wealth of knowledge and years of practical experience. 

Our planners come from a variety of backgrounds and have differing passions and specialities, but they all share a strong commitment to their clients, a solid sense of professionalism and, perhaps most importantly, they are all ‘real people’ with the same concerns as many of their clients.

William Bracey - Principle 

William ‘Bill’ Bracey -  AFP® ADFS(FP)
Senior Financial Planner | Principal

T02 9328 0876 
M0418 262 171
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Read Bill's full profile

 Gary Winwood-Smith

Gary Winwood-Smith - BCom(FP and Investments)
Senior Financial Planner

T 02 9328 0876  
M0403 261 292
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 Michal Bodi

Michal Bodi - AFP® ADFS(FP)
Senior Financial Planner | Financial Coach

T 02 9328 0876  
M 0422 763 361
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 Richard Stewart

Richard Stewart - AFP® DFP
Senior Financial Planner

T 02 9328 0876  
M
0411 286 229
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Paul Spinelli 

Paul Spinelli - CFP®
Senior Financial Planner

T02 4228 1100   
M
0438 281 109
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 Dennis O'Keefe

Dennis O’Keefe - DFP
Senior Financial Planner

T02 4226 3133  
M
0412 409 968
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 Andrew Conn

Andrew Conn -  AFP® DFS(FP)
Financial Planner

T02 9328 0876  
M0447 263 567
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 Buddhika Wickramaratna

Buddhika Wickramaratna - AFP® BCom (Banking & Finance)  BEc  ADFS(FP)
Financial Planner

T02 9328 0876  
M
0459 239 965
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All our financial planners are Authorised Representatives of Charter Financial Planning and Members of the Credit Ombudsman Service, and our business is a designated FPA Professional Practice.

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