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.
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Verified contacts
22
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
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no listings
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- DS
David Shaw
Strategic Director · General Business & Management
EmailPhone - TO
Tom Oshea
General Manager · General Business & Management
EmailPhone - CS
Ciara Stobbie
Client Service Officer · Customer/Client Service
EmailPhone - GO
Greg Oconnell
Financial Adviser · Finance & Accounting
EmailPhone - JU
James Uezzell
Financial Planner · Finance & Accounting
EmailPhone - JM
Janet Maguire
Adviser · Finance & Accounting
EmailPhone - JC
Jason Colling
Financial Advisor · Finance & Accounting
EmailPhone - JP
Joanne Puno
Client Services Officer · Customer/Client Service
EmailPhone - LT
Lina Thai
Financial Planning Associate · Finance & Accounting
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Precept Financial Services
16 distinct titles indexed · top 10 shown.
- 3financial adviser
- 2client services officer
- 2financial advisor
- 2financial planner
- 1adviser
- 1adviser assistant
- 1certified financial planner and business owner
- 1client service officer
- 1corporate superannuation manager
- 1financial planner - equity partner
- +6more titles
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