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DirectoryAndrew Wright
Work history
Precept Financial services
Personal and Business Risk SpecialistCurrent (about 13 years)AXA Australia
State Manager WAJan 2010 - Jan 2012 (about 2 years)Professional Investment Services
Practice Development ManagerJan 2008 - Jan 2010 (about 2 years)Godfrey Pembroke/Deutsche Bank/Bain Financial Planning
Financial Adviser/Practice PrincipalJan 1996 - Jan 2008 (about 12 years)
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LinkedInlinkedin.com/in/andrewwright3
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Description
Precept Financial Services had its beginnings in 1986 when David Shaw and Norm Knell formed Shaw Knell Financial Group (SKFG). 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 an office in Esperance. Over time we have grown steadily in size, now having 15 advisers and 18 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
Company phone+61892042222
Company websiteprecept.net.au
LocationPerth, Western Australia, Australia, 30 Hasler Rd
Industryfinancial services
Employees27
Founded at2009
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