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Andrew Wright

Personal and Business Risk Specialist

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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Contact Information

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LocationAustralia, Perth, Western Australia

Organization

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Precept Financial Servicesfinancial services · 27 employees · Perth, Australia

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

LinkedInlinkedin.com/company/precept-financial-services

Facebookfacebook.com/Precept.Financial.Services

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Keywords
superannuation
investments
life insurance
self managed superannuation
keyman cover
trauma insurance
income protection
tpd insurance
budgeting
debt management
estate planning
finance
direct equities
income in retirement
pensions

Employee trends

This chart shows the total number of employees over time.

0.0%
6 Month Growth
0.0%
1 Year Growth
8.3%
2 Year Growth
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