James Uezzell

Precept Financial Services Pty Ltd

Platinum
10 Yrs Experience
Osborne Park, WA 6017
Hi, My name is James and I am am a Financial Planner based in Osborne Park. I enjoy helping clients to simplify their financial affairs and providing them with a path towards achieving their goals. A large amount of my advice involves finding and consolidating super funds, arranging appropriate insurance cover and also helping clients with planning for retirement. I also specialise in providing Self Managed Super Fund advice. Outside of work I have a wife and 3 young children who take up most of my time but I also find time to play rugby union when I can.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 19
  • First year providing advice 2012
  • Years of experience 10
  • 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

4.75
19 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.65
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"James is very professional and a very knowledgeable advisor, very happy."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"James has been very helpful with all my super needs. Highly recommend his services to anyone."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"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 ."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"no comment"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find James to be an honest and caring person, who works with me to manage my property portfolio, I would recommend James to my family and friend."

  • Self Managed SuperFunds
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Been with James for a few years now. I can highly recommend him to anyone. He keeps you up to date with important info and is always willing to assist in any matter."

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

"We have found James very professional and he spends time explaining things to us. He has an honest disposition always makes himself available when needed. Having come across sharks in the past, I would recommend James to all my friends and work colleagues."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always responds, works hard and try to figure the best solution at the time. Regularly reviews insurance and super to if he can make it better. 6558"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Association of Superannuation Funds of Australia (ASFA)
Completed
2006

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand James's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was James able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that James's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend James to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with James?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where James provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of James may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with James Uezzell
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens