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

With over 100 x 4 & 5-star Google Reviews - trust us for expert guidance ⭐⭐⭐⭐⭐Take your first step to financial security...
16/07/2026

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.

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

ACN 140 538 147
AFSL & ACL 234665

Running your own SMSF gives you control over your retirement savings—but it’s a big responsibility. 💵You’re in charge of...
13/07/2026

Running your own SMSF gives you control over your retirement savings—but it’s a big responsibility. 💵

You’re in charge of investment decisions. You must ensure the fund complies with super laws financial literacy is essential. Make sure you understand the risks and responsibilities before diving in.

Chat with one of our experienced & authorised Financial Advisers 🤝

📱 (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...
10/07/2026

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.

⏹️ Ryan Sullivan
⏺️ Precept Financial Services
▶️ Adviser & Authorised Representative
✉️ [email protected]
📱 (08) 9204 2222

ACN 140 538 147
AFSL & ACL 234665

HAPPY NEW (Financial) YEAR! 🎉The new financial year is a great opportunity to reflect on your financial position, celebr...
01/07/2026

HAPPY NEW (Financial) YEAR! 🎉

The new financial year is a great opportunity to reflect on your financial position, celebrate your progress and plan ahead!

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

📱 (08) 9204 2222
💻 [email protected]

ACN 140 538 147
AFSL & ACL 234665

Chat with one of our experienced & authorised Financial Advisers 🤝📱 (08) 9204 2222💻 admin@precept.net.auACN 140 538 147A...
28/06/2026

Chat with one of our experienced & authorised Financial Advisers 🤝

📱 (08) 9204 2222
💻 [email protected]

ACN 140 538 147
AFSL & ACL 234665

Could a personal super contribution help reduce your tax? 💰⏭️ Making a personal contribution to your super and claiming ...
19/06/2026

Could a personal super contribution help reduce your tax? 💰

⏭️ Making a personal contribution to your super and claiming a tax deduction may help reduce your taxable income

⏭️ If you're under 67, you can generally claim a tax deduction on eligible personal super contributions, regardless of your employment situation

Contact us today to find out if this strategy is right for you before EOFY!

📱 (08) 9204 2222
💻 [email protected]

ACN 140 538 147
AFSL & ACL 234665

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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