Precept Financial Services logo

Precept Financial Services jobs and careers

Australia

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

Founded
1986
Employees
11 to 50
Headquarters
Australia

Leadership

The top of Precept Financial Services's org chart, with how many people report into each leader.

GM

Gregor McQueen

CERTIFIED FINANCIAL PLANNER® and business owner

Jobs at Precept Financial Services

No open positions right now. Explore more companies on TheJobsMap.