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Precept Financial Services

Financial Services

Specialities :
Superannuation
Investments
Life insurance
Self managed superannuation
Keyman cover

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Precept Financial Services

What does Precept financial services do?+

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)...

What are Precept financial services's specialties? +

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,and pensions

What is Precept financial services's industry? +

Precept financial services operates in the Financial services industry.

What is Precept financial services's revenue? +

Precept financial services's revenue is 11m - 100m

What is Precept financial services's company size? +

Precept financial services has 11 - 50 employees.

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