Ashley Walz

Precept Financial Services Pty Ltd

Silver
8 Yrs Experience
Osborne Park, WA 6017
Hi and welcome my hope is that our interactions will be educational and thought provoking

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 2
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

Precept Financial Services Pty Ltd

Level 3, 30 Hasler Road
Osborne Park, WA 6017

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665

4.80
2 Reviews
5
4
3
2
1
5.00
Clear communication
4.40
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—2 of 2

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4.75

"I was quite impressed with Ashley and am looking forward to seeing how he can improve my financial future. I found his explanation of my situation very good."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ashley's knowledge and assistance was invaluable when establishing finance for business and personal purposes."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing

Qualifications & Training

Diploma of Financial Services (Finance and Mortgage Broking Management)

Level
5 - Diploma
Institution
Australis College (prev Intellitrain)
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1998

Professional Memberships

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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