Janet Maguire

Precept Financial Services Pty Ltd

Silver
12 Yrs Experience
Osborne Park, WA 6017

Recent reviews

Precept Financial Services Pty Ltd

Level 3, 30 Hasler Road
Osborne Park, WA 6017

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

$1,500 upfront fee is for Insurance only advice. Upfront fees for Super and Insurance advice start from $2,200, but ongoing advice for one person remains at $1,500 or $2,200 for 2 people. Additional areas of advice such has debt repayment strategies, investments, retirement planning all attract additional fees.

Licensed by

Charter Financial Planning

AFSL 234665

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

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5.00

"Janet has been lovely to deal with, explains everything until i understand and is always willing to answer questions. I believe she went above and beyond to help me with tax effective insurance for me and my business expenses setting up split payments inside and outside superannuation. She was very knowledgeable. Thanks Janet"

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

"Janet has provide my husband and myself with very useful information relating superannuation and has been able to advise us on what we can do to better manage our superannuation in preparation for retirement. I am very confident that she had given us great advice and am grateful to her for giving us her full care and attention."

  • Superannuation
  • Retirement & Pension
  • 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

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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