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
Company Details
- Employees
- 29
- Founded
- -
- Address
- 355 Scarborough Beach Rd, Garden Office Park,building C,level 1,australia
- Phone
- +61 892-042-222
- in****@****.net.au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- precept.net.au
- Keywords
- Superannuation, Investments, Life Insurance, Self Managed Superannuation, Keyman Cover, Trauma Insurance, Income Protection, TPD Insurance, Budgeting, Debt Management, Estate Planning, Finance, Direct Equities, Income in Retirement, Pensions.
- HQ
- Osborne Park, Western Australia
Precept Financial Services Questions
Precept Financial Services's helpline number is +61 892-042-222
Precept Financial Services's website is precept.net.au
Precept Financial Services's LinkedIn profile is https://au.linkedin.com/company/precept-financial-services
Precept Financial Services has
29 employees.
View email and phone details for 29
employees at Precept Financial Services.
Precept Financial Services's industry is
Financial Services
Precept Financial Services's top competitors are
Vbp,
Wp Financial Planners,
Partners Wealth Group,
Vision Financial Strategies,
Fintech Strategic Partners,
Sterling Planners,
Insightful Wealth,
All Financial Services Pty Ltd,
Treysta Wealth,
Blueprint Wealth.
Precept Financial Services's support email address is info@precept.net.au
Precept Financial Services's categories are Financial Services
Precept Financial Services's founding year is 2009
