Precept Financial Services

Precept Financial Services Precept Financial Services had its beginnings in 1986 when David Shaw and Norm Knell formed Shaw Knell Financial Group (SKFG).

Precept Financial Services Pty Ltd (ACN 140 538 147) as trustee for SF Unit Trust trading as Precept Financial Services is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee and ACLNo. 234665 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 offices in Kalgoorli

e and Esperance. Over time we have grown steadily in size, now having 18 advisers and 23 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

Enjoy your long weekend and please stay safe!
01/06/2026

Enjoy your long weekend and please stay safe!

Did you know? ❓Clients who receive advice are twice as likely to have a six-month emergency fund*➡️ That’s because advic...
24/05/2026

Did you know? ❓
Clients who receive advice are twice as likely to have a six-month emergency fund*

➡️ That’s because advice builds habits that protect your future and strengthen financial resilience!

🤝 Take your first step to financial security with a free & no obligation chat with one of our experienced & authorised Financial Advisers here:

https://calendly.com/toshea-precept/30min?month=2026-01&date=2026-01-28
📱 (08) 9204 2222
💻 [email protected]

ACN 140 538 147
AFSL & ACL 234665

*https://www.ftadviser.com/workand-wellbeing/2025/1/23/howadvisers-can-save-clients-fromfinancial-stress-in-2025/

With over 100 x 4 & 5-star Google Reviews - trust us for expert guidance ⭐⭐⭐⭐⭐Take your first step to financial security...
21/05/2026

With over 100 x 4 & 5-star Google Reviews - trust us for expert guidance ⭐⭐⭐⭐⭐

Take your first step to financial security with a FREE & no obligation chat with one of our experienced & authorised Financial Advisers.

https://calendly.com/toshea-precept/30min?month=2026-01&date=2026-01-28

▶️ Ryan Erasmus
⏹️ Financial Adviser & Authorised Representative
📱 (08) 9204 2222
💻 [email protected]

ACN 140 538 147
AFSL & ACL 234665

With over 100 x 4 & 5-star Google Reviews - trust us for expert guidance ⭐⭐⭐⭐⭐Take your first step to financial security...
16/05/2026

With over 100 x 4 & 5-star Google Reviews - trust us for expert guidance ⭐⭐⭐⭐⭐

Take your first step to financial security with a FREE & no obligation chat with one of our experienced & authorised Financial Advisers.

▶️ Greg O'Connell CFP®
⏹️ Financial Adviser & Authorised Representative

📱 08 9204 2222
https://calendly.com/toshea-precept/30min?month=2026-05
💻 [email protected]

ACN 140 538 147
AFSL & ACL 234665

13/05/2026

There's alot of Budget misinformation getting around, so please keep an eye out for our client email or get in contact for a FREE & no obligation chat with one of our experienced & authorised Financial Advisers.

James Uezzell
📱 08 9204 2222
https://calendly.com/toshea-precept/30min?month=2026-05
💻 [email protected]
ACN 140 538 147
AFSL & ACL 234665

09/05/2026

💐 Celebrating the mums, grandmothers, step mums, mother figures and all the incredible women who do so much behind the scenes every single day.

Happy Mother’s Day! ❤️

Address

The Garden Office Park, 355 Scarborough Beach Road, Osborne Park
Perth, WA
6017

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61892042222

Website

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