Grace Bacon

Partner - Sydney

Grace Bacon (高小芬), is a Partner, Certified Financial Planner (CFP) and a distinguished Business Director with over 25 years of experience in the financial services and wealth management sectors.

Grace excels in delivering a tailored service to clients seeking strategic financial planning, wealth management and investment advice.

Grace’s expertise lies in fostering wealth accumulation, asset protection, and facilitating seamless wealth transfer to future generations. Grace’s key areas of specialisation include strategic financial planning, financial planning for family law matters, inter-generational wealth transfer, superannuation, retirement planning as well as investment portfolio advice and management. Grace’s commitment to excellence ensures her clients receive tailored solutions aligned to their financial goals and aspirations. 

Grace's approach is characterised by her respectful collaboration, dependability, and innovative curiosity. Grace is an empowering leader, dedicated to fostering transformational growth and expanding her leadership impact to meet client needs and develop her team to reach their full potential. Grace’s commitment to inclusivity and authenticity shines through as proudly advocates for all aspects of diversity and inclusion in the workplace.

"I combine respect, collaboration, and dependability in my professional approach. When challenges arise, I dissect problems pragmatically to find practical solutions.My leadership philosophy centres around authenticity and inclusivity. I aspire to empower individuals to achieve their best. Whether it’s nurturing my team’s growth or guiding clients toward financial well-being, I remain dedicated to my commitment to empowering others”.

_{RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282}

SOLUTIONS GRACE BACON PROVIDES

Grace has a long-standing reputation for excellence in business growth, client relationship management, and leading high-performance teams. One of her most notable achievements was helping a client navigate the complexities of transfer of wealth from one generation to another, resulting in significant wealth growth and protection for the client and their family. Grace has provided invaluable guidance and solutions, leading numerous clients to attain financial prosperity.

Grace specialises in a wide range of financial services, including:

•    Building and protecting your wealth
•    Superannuation
•    Retirement planning
•    Succession planning
•    Estate planning
•    Inter-generational wealth transfer
•    Financial planning for family law matters
•    Philanthropy and gifting strategy
•    Migration Investment advice and funds repatriation to Australia

PROFESSIONAL ASSOCIATIONS

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

QUALIFICATIONS

•    Executive Master of Business Administration (EMBA)
•    Diploma of Financial Planning (DFP) 
•    Bachelor of Commerce (BComm)
•    Dr John Yu Fellowship - Cultural Diversity and Leadership

CONNECT WITH GRACE

•    If you're seeking a trusted advisor to help you achieve financial well-being, Grace Bacon is the professional to connect with. Feel free to reach out to her for guidance in wealth management and financial planning.