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.
James is very professional and a very knowledgeable advisor, very happy.
James has been very helpful with all my super needs. Highly recommend his services to anyone.
James helped me bring my pensions from the UK and set up a new self managed fund . He dealt with all the different pension companies and kept me informed all the way. He got back to me when ever i had any questions and informed me of all the up front fees and charges .
James is a true professional and has always gone above and beyond for us. His advice has always been frank and honest and he takes time out of his day to get back to any queries I have relating to our superannuation, insurances and investment strategies. I have recommended countless relatives and friends to James and will continue to do so.
James has been so helpful in assisting and guiding my husband and I with superannuation and retirement strategies. He has answered all our numerous questions clearly and in layman terms which we fully understand.
- Adviser status Gold
- Number of reviews 19
- First year providing advice 2012
- Years of experience 11
- Master of Applied Finance
Precept Financial Services Pty LtdLevel 3, 30 Hasler Road
Osborne Park, WA 6017
- 8:00am – 5:00pm Friday
- 8:00am – 7:00pm Monday – Thursday
Charter Financial Planning