Who We Are
Located in Esperance, Western Australia, Precept Financial Services can offer our clients local service and national expertise. We are also a business that is proud to be part of our community.
CERTIFIED FINANCIAL PLANNER®
Greg has more than 25 years of experience in financial services, having held positions in Australia and overseas with companies like Perpetual, The Bank of New York, and Merrill Lynch.He has also worked in boutique advice practices before moving to Esperance in September 2014.Greg is a CERTIFIED FINANCIAL PLANNER® and LIFE RISK SPECIALIST® with the Financial Planning Association of Australia and an Authorised Representative of Charter Financial Planning Limited.
CLIENT SERVICE OFFICER
Janet is a highly experienced financial services administrator with over 30 years in customer service, having formerly worked with Westpac.
Whom Do We Work With
Precept Financial Services
Precept is a privately owned and Western Australian-operated financial planning practice headquartered in Perth. By partnering with Precept, we are able to gain access to market-leading support, education, and technology, while at the same time providing comfort to our clients that broader adviser assistance is at hand if ever required. Feel free to visit www.precept.net.au to see how financial advice can help you.
Charter Financial Planning Limited
Charter has over 300 financial planning practices across Australia, making it one of the largest financial planning networks. The financial advice businesses licensed by Charter are generally privately owned and locally operated. Charter provides these businesses with back-office support and processes so that they can focus on what’s most important to them – improving the lives of their clients. Charter is backed by AMP, one of Australia’s oldest and most trusted financial services companies. Charter advisers provide advice to support your needs and are not restricted to offering products manufactured by AMP. AMP strongly supports choice for people, in turn allowing Charter’s financial advisers to provide a unique service with your best interests at heart. For information about why you might seek financial advice, go to www.charter.com.au
Financial Advice Association Australia (FAAA)
The FAAA is the largest professional body representing financial planners in Australia. When you choose a financial planner who is a member of the FAAA, you will be working with a professional who puts your interests first. FAAA members are committed to a code of ethics and professional conduct, so you can rest assured that they’ll do the right thing for you. To learn more, please visit the FAAA at www.faaa.au
Precept in the Community
Precept Financial Services is pleased to sponsor and be involved with a number of local clubs and organisation in the community.
Precept sponsors numerous trophies at the Esperance Bay Yacht Club.
We are a proud corporate member of the Pink Lake Country Club (golf club).
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Precept Financial Services or Charter Financial Planning Limited does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.