Grace Bacon, CFP®

Name Grace Bacon CFP®
Company RSM Financial Services Australia Pty Ltd
Address level 13/60 Castlereagh St
Sydney, NSW 2000
Phone +61 2 8226 4575

I am a highly experienced Business Director with expertise in profitably growing financial services and wealth management businesses, client relationship management, and leading high performing teams.I am a Certified Financial Planner (CFP) with over +20 years’ experience across the banking and financial services sector, specializing in financial planning, wealth management, private client advisory, and private banking. I also have extensive expertise in advising international clients on cross-border financial matters. In addition, I have broad strategic and commercial skills include strategy, business management, compliance and risk management, business development, client relationship management, leadership, and change management.The focus of my career has been building relationships with business partners and stakeholders to provide the best possible service to high-net-worth clients in areas of financial advisory and wealth management. I’m particularly passionate about helping clients solve for financial and non-financial complexities and help them grow, protect, and transfer their wealth to the next generation.In terms of the way I operate, I’m respectfully collaborative, competently dependable and innovatively curious. I’m able to identify issues and take a pragmatic approach to problem solving. I lead with authenticity and inclusivity and have an empowering leadership style to get people to perform at their best. Inquisitive in nature, determined, responsible, and able to overcome obstacles.

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