Grace Bacon

Partner - Sydney

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 is a Certified Financial Planner (CFP) and 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.

"I combine respect, collaboration, and unwavering dependability in my professional approach. I identify challenges and approach them pragmatically, with a leadership philosophy that centres on authenticity and inclusivity, aiming to empower others and foster growth. With a natural inquisitiveness, determination, and a sense of responsibility, I remain dedicated to overcoming challenges and empowering others."

Whilst Grace specialises in Financial Services and assisting her clients with a myriad of financial situations, she also possesses valuable strategic and commercial skills including strategy, business management, compliance and risk management, business development, client relationship management, leadership, and change management.

Grace's focus has been establishing and cultivating relationships with business partners and stakeholders to deliver top-tier service to high-net-worth clients in financial advisory and wealth management. She is deeply committed to assisting clients in navigating both financial and non-financial challenges, guiding them in growing, safeguarding, and transferring their wealth to future generations.

_{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:

Through her extensive business advisory experience, Grace is able to provide sound advice and innovative solutions in the areas of:

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

PROFESSIONAL ASSOCIATIONS

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

QUALIFICATIONS

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