Our People

Biography

Grace has had an extensive career as a financial adviser and business leader in Private Banking and Financial Advice for over 20 years.

She also provides solutions for succession planning, inter-generational wealth transfer, family office, retirement planning, succession planning, international clients, and migration investment advice. 

Grace has experience working with high-net-worth clients with family succession planning and providing strategic plans to grow, protect, and transfer their assets to the next generation. She helps clients simplify financial and non-financial complexities so they can focus their energy on what they enjoy most in life. 

"What motivates me at work is helping clients solve and simplify financial and non-financial concerns so they can have the peace of mind that their affairs are in order during and beyond their lifetime."

Grace easily empathises and relates to people, is passionate about mentoring others, and is a strong advocate of cultural diversity and inclusion in the workplace.

In her downtime, Grace enjoys experimenting with new culinary projects, gardening, and photography.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282.

Grace Bacon is a Partner of RSM Australia Partners and a  Director of RSM Financial Services Australia Pty Ltd.

Solutions grace bacon Provides

Grace provides advice in all areas of financial planning and specialises in the following areas:

  • Building and protecting your wealth
  • Superannuation including self-managed super funds (SMSFs)
  • Planning for, and making the most of your retirement
  • Succession planning 
  • Inter-generational wealth transfer
  • International clients and investments for migration 
  • Estate planningGrace Bacon Financial Services

professional ASSOCIATIONS

  • Financial Planning Association of Australia (FPA)
  • Certified Financial Planner (CFP)

Qualifications

  • Bachelor of Commerce
  • Diploma of Financial Planning, Deakin University 
  • Dr John Yu Fellowship - Cultural Diversity and Leadership
  • Global Executive MBA (currently undertaking)
  • Certified Anti-Money Laundering Specialist (CAMS)
Publications

Season 2 Episode 3: October Federal Budget Webinar special episode with Andrew Sykes

8 November 2022
Who scored a podium finish in the October 2022-23 Australian Federal Budget? Listen to Andrew Skyes, Liam Telford, Grace Bacon and Rick Kimberley as they provide insights on the expected outcomes and impact of the Federal Budget in this special episode of talkBIG. After ten years out of government, Treasurer Jim Chalmers has deliv...

What changes have been made to the retirement provident fund after July 1st? [七月一號後退休公積金有甚麼改動你要知?] - SBS Podcast

14 July 2022
Grace Bacon was interviewed by Kwong Meiling at SBS Cantonese radio on the changes to the pension fund from July 1st 2022. You can listen to the full inter article and read more about how the changes will affect you. Grace is a Director in the Financial Services team with over 20 years experience as a financial adviser and bus...

What You Need to know about the Changes to Superannuation from 1st July 2022

1 July 2022
Increased Super Contributions for all Employees Currently, Superannuation Guarantee contributions are only payable by employers when an employee earns more than $450 per month.  From 1 July 2022, this minimum income threshold will be removed.  That is, all employees will be eligible to receive Superannuation Guarantee contributions reg...

The gender pay gap. How is it affecting women in retirement?

5 August 2021
While the gender pay gap is beginning to narrow, there is no denying that this remains a significant issue in Australia. Women on average earn $25,534 less than men every year, according to the Workplace Gender Equality Agency's latest gender pay gap report.  This disparity is driven by many factors such as: time out of the wo...