Greg McQueen

Precept Financial Services Pty Ltd

Gold
26 Yrs Experience
Esperance, WA 6450

Greg has over 25 years experience in financial services, with both interstate and overseas experience having worked for companies like Perpetual, The Bank of New York and Merrill Lynch. He is also a Certified Financial Planner with the Financial Planning Association of Australia. Greg helps people grow and protect their money by providing specialist advice in superannuation, investment and personal insurance. Having grown up in Perth, Greg now enjoys living in Esperance with his family.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1998
  • Years of experience 26
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Precept Financial Services Pty Ltd

Suite 1, 98 Dempster Street
Esperance, WA 6450

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665