James Uezzell

Precept Financial Services Pty Ltd

12 Yrs Experience
Osborne Park, WA 6017

Hi, my name is James and I am a Director and Financial Planning with Precept Financial Services, based in Osborne Park, Western Australia.

I have been a Financial Adviser with Precept since 2012 and became an owner of the business in 2018.

I deal in all areas of Financial Planning, including Self Managed Super Funds, Retirement Planning and aged care and I look after clients all over the country with annual trips to Sydney and Melbourne to meet with clients.

I have completed an Advanced Diploma of Financial Services and a Masters of Applied Finance

In my spare time I am kept very busy with my 3 young children Mitchell, Jake and Lara and I als play Rugby Union for Wanneroo when time allows.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.82
  • Number of reviews 19
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Precept Financial Services Pty Ltd

Level 3, 30 Hasler Road
Osborne Park, WA 6017

Opening hours

  • 8:00am – 5:00pm Friday
  • 8:00am – 7:00pm Monday – Thursday

Licensed by

Charter Financial Planning

AFSL 234665