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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Jason Colling | Financial Advisor at Precept Financial Services | Greater Perth Area, Australia |
Email
|
| Tom O'shea | General Manager at Precept Financial Services | Greater Perth Area, Australia |
Email
|
| Troy Woolston | Driver of Business Growth and Setting Up Firms for Success - M&a and Valuations - Chair & Non-executive Director - Gaicd - Graddipca - Graddipappfin | Ivanhoe East, Victoria, Australia |
Email
Phone
|
| Andrew Fowles | No Title | Greater Perth Area, Australia |
Email
|
Employees by Management Level
Individual contributor
10 profiles
Director
3 profiles
Manager
3 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 8 | 8 | 0 |
| General | 2 | 2 | 0 |
| Executive | 2 | 2 | 0 |
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