Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
28
self-reported 11–50 band
Founded
2009
17 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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
Specialties
- finance
- self managed superannuation
- debt management
- trauma insurance
- income protection
- pensions
- investments
- life insurance
- superannuation
- estate planning
- budgeting
All 15 specialties
- 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
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU355 Scarborough Beach Rd; Garden Office Park, Building C, Level 1; Osborne Park, Western Australia 6017Primary
- AU1/98 Dempster Street; Esperance, WA 6450
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
How many people work at Precept Financial Services?
28 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Precept Financial Services have offices?
Two addresses on record, Australia only. Primary: 355 Scarborough Beach Rd, Garden Office Park, Building C, Level 1, Osborne Park, Western Australia 6017.
Has Precept Financial Services raised funding?
None linked to this brand.
What does Precept Financial Services list as its specialties?
15 tags on the brand's own list, among them finance, self managed superannuation and debt management.
Which companies are listed alongside Precept Financial Services?
11 profiles list Precept Financial Services as a peer — 88th percentile in Financial Services. It lists ten peers of its own. Bruining Partners and RI Newcastle & Lower Hunter list it back.