Precept Financial Services

Precept Financial Services

Financial Services Level 1, Au 29 employees
Employees
29
Contacts
4
Emails
4
Phones
1

Precept Financial Services Overview

Headquarters
Level 1, Au
Phone Number
Available in AeroLeads
Website
precept.net.au
Industry
Financial Services
Employees
29
Founded
2009
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Precept Financial Services

Precept Financial Services had its beginnings in 1986 when David Shaw and Norm Knell formed Shaw Knell Financial Group (SKFG). On 1st December 2009, David Shaw with staff from SKFG decided to form Precept. Our main Precept office is in Osborne Park, but we also have an office in Esperance. Over time we have grown steadily in size, now having 15 advisers and 18 support staff across our offices. We pride ourselves on providing quality financial advice covering many areas including: - Superannuation - Investment advice - Risk insurance advice - Mortgages - Retirement strategies (including aged care and Centrelink) This page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Precept Financial Services Pty Ltd (ACN 140 538 147) as trustee for SF Unit Trust trading as Precept Financial Services is an authorised representative and credit representative of Charter Financial Planning, Australian Financial Services Licensee and Australian Credit Licensee No. 234665

Precept Financial Services Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

Precept Financial Services Org Chart

Sample employees and titles
Name Title Contact
Jason Colling Financial Advisor at Precept Financial Services
Email
Tom O'shea General Manager at Precept Financial Services
Email
Troy Woolston Driver of Business Growth and Setting Up Firms for Success - M&a and Valuations - Chair & Non-executive Director - Gaicd - Graddipca - Graddipappfin
Email Phone
Andrew Fowles No Title
Email

Employees by Management Level

Individual contributor 10 profiles
Director 3 profiles
Manager 3 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 8 8 0
General 2 2 0
Executive 2 2 0

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