Precept Financial Services
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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
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
29/09/2026
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
26/09/2026
Have a great long weekend and school holidays! 😎
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
17/09/2026
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
▶️ Adviser & Authorised Representative
✉️ [email protected]
📱 (08) 9204 2222
ACN 140 538 147
AFSL & ACL 234665
10/09/2026
Today is R U OK? Day
A conversation can change a life 💛🖤
You don't need to be an expert to reach out - just a good friend and a great listener.
Use these four steps and have a conversation that could change a life:
1. Ask R U OK?
2. Listen
3. Encourage action
4. Check in
06/09/2026
Happy Father's Day to all the amazing Dads and Father Figures! 👍
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Telephone
Website
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 |
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