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. Greg has more than 25 years' experience in financial services having held positions in Australia and overseas with companies like Perpetual, The Bank of New York and Merrill Lynch.
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. Janet is a highly experienced financial services administrator with over 30 years in customer service having formerly worked with Westpac.
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. Janet is a highly experienced financial services administrator with over 30 years in customer service having formerly worked with Westpac.
Services
We treat each client as an individual and our financial advice process allows us to tailor a plan that best meets your goals. With both of us having diverse and demanding careers, we don't have time to try and wade through heaps of superannuation and pension information and try and determine the best options for ourselves.
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