Who we are
Located in Esperance, Western Australia, Precept Financial Services is a family owned and operated financial planning business. Our point of difference is that we can offer our clients local service and national expertise. We employ a growing team of local specialist advisers and representatives, and we’re proud to be part of our community.
CERTIFIED FINANCIAL PLANNER®
Greg has more than 20 years’ 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® with the Financial Planning Association of Australia and an Authorised Representative of Charter Financial Planning Limited.
Janet is a highly experienced financial services administrator with over 30 years in customer service having formerly worked with Westpac.
Kylie has worked within the customer service and sales industry for over 20 years and prides herself on making every customer experience a positive one. Kylie is married with two young boys and loves being a part of the Esperance community. She enjoys the lifestyle that living in a coastal town brings and welcomes the experiences of every new day.
Donna has lived in Esperance for over 30 years. She is married to Brendan and together they have three children. Donna likes spending time with family and friends, and appreciates the lifestyle that Esperance offers. Donna has over 28 years’ experience in pharmacy, retail and administration roles and enjoys helping others.
Who 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 Planning Association of Australia (FPA)
The FPA is the largest professional body representing financial planners in Australia. When you choose a financial planner who is a member of the FPA, you will be working with a professional who puts your interests first. FPA members are committed to a code of ethics and professional conduct, so you can rest assured that they’ll do the right thing by you. To learn more, please visit the FPA at www.fpa.com.au
Precept in the Community
Precept Financial Services is pleased to sponsor, fund raise for and be involved with a number of local clubs and organisations in the community.
Precept sponsors numerous trophies at the Esperance Bay Yacht Club.
We are proud corporate members of the Pink Lake Country Club (golf club).
Precept provides sponsorship for the Esperance District Football Association by providing polo shirts for senior umpires.
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Precept Financial Services or Charter Financial Planning Limited in any way.
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.
Copyright 2019. All rights reserved. Precept Financial Services Pty Ltd (ACN 140 538 147) trading as Precept Financial Services as the trustee for SF Unit Trust is an Authorised Representative of Charter Financial Planning Limited, Australian Financial Services Licensee and Australian Credit Licensee 234665
This website 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.