Precept Financial Services

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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 Kalgoorlie 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

17/10/2026
Estate planning isn’t just about writing a Will - it’s about making sure your loved ones are cared for and your wishes a...
14/10/2026

Estate planning isn’t just about writing a Will - it’s about making sure your loved ones are cared for and your wishes are respected ❤️

A well-structured plan can:
✔ Ensure your assets are distributed fairly
✔ Minimise tax for your beneficiaries
✔ Protect your family from financial stress
✔ Safeguard your legacy across generations

Start planning today - please reach out to one of our experienced & authorised Financial Advisers 🤝

📱 (08) 9204 2222
💻 [email protected]

ACN 140 538 147
AFSL & ACL 234665

We’ve settled into our new home at Garden Office Park, Building C, Level 1, 355 Scarborough Beach Road, Osborne Park! 🎉W...
11/10/2026

We’ve settled into our new home at Garden Office Park, Building C, Level 1, 355 Scarborough Beach Road, Osborne Park! 🎉

With free parking up to 2 hours, beautiful gardens and a café on site. 🌿☕

Come and say hello we’d love to welcome you to our fresh, modern space!

With over 100 x 4 & 5-star Google Reviews - trust us for expert guidance ⭐⭐⭐⭐⭐Take your first step to financial security...
08/10/2026

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

If you’re 55+, you could add up to $300,000 from the sale of your home into your super - tax effectively and without imp...
05/10/2026

If you’re 55+, you could add up to $300,000 from the sale of your home into your super - tax effectively and without impacting contribution caps. 🏠

✅ No need to buy a smaller home
✅ Couples can contribute up to $600,000
✅ Must be done within 90 days of settlement

This strategy can boost retirement savings and help you plan for the future.

Discover how downsizer contributions work...

For more, please reach out to one of our experienced & authorised Financial Advisers 🤝

📱 (08) 9204 2222
💻 [email protected]

ACN 140 538 147
AFSL & ACL 234665

At Precept, our Proven Process starts with getting to know you, your goals and what matters most 🤝📊 We then create a per...
02/10/2026

At Precept, our Proven Process starts with getting to know you, your goals and what matters most 🤝

📊 We then create a personalised financial plan that evolves with you.

Take the first step with a FREE, no-obligation chat with one of our experienced Financial Advisers.

📱 (08) 9204 2222
💻 [email protected]

ACN 140 538 147
AFSL & ACL 234665

Have a great long weekend and school holidays! 😎
26/09/2026

Have a great long weekend and school holidays! 😎

A diversified portfolio isn’t just a buzzword - it’s a smart strategy to reduce risk and smooth out returns. 📊By spreadi...
23/09/2026

A diversified portfolio isn’t just a buzzword - it’s a smart strategy to reduce risk and smooth out returns. 📊

By spreading investments across shares, property, fixed interest, and cash, you can enjoy the growth potential of equities while maintaining stability through defensive assets.

For more, please reach out to one of our experienced & authorised Financial Advisers 🤝

📱 (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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