Precept Financial Services

Finance · Australia · 11-50 Employees

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Overview

Headquarters

L 3 30 Hasler Rd, Osborne Park, Western ...

Phone Number

+61 892042222

Revenue

$6.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
3
2

About Precept Financial Services

Precept Financial Services is a financial planning firm based in Perth, Australia, dedicated to helping clients achieve financial security and freedom. They offer a range of services including superannuation, retirement planning, investments, life insurance, and estate planning, tailored to meet the unique needs of each client. Their target clients include individuals and families seeking guidance on managing their finances and preparing for the future. With a commitment to personalized service, Precept aims to empower clients with the knowledge and strategies necessary for a confident financial future.Explore more
Precept Financial Services's Social MediaPopular SearchesPrecept Financial Services Pty LtdPrecept Financial ServicesPrecept FinancialTom O'Shea of Precept Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Precept Financial Services Org Chart

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TO
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General Manager

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RC
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Head of Client Services

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DS
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Team Leader

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Precept Financial Service...

$6.3M
11-50
Private
-
2010
TO
Thomas O'SheaGeneral Manager
$6.8M
11-50
Private
-
-
TD
Thomas DarbyFinancial Advisor
<$5M
11-50
Private
-
2015
JS
Joseph ScarmozzinoDirector and Certified Financial Planner
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Precept Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Precept Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Precept Financial Services.

Precept Financial Services Tech Stack

A closer look at the technologies used by Precept Financial Services

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Frequently Asked Questions Regarding Precept Financial Services

What is Precept Financial Services's official website?
Precept Financial Services's official website is www.precept.net.au
What is Precept Financial Services's Revenue?
Precept Financial Services's revenue is $6.3 Million
What is Precept Financial Services's SIC code?
Precept Financial Services's SIC: 62,628
What is Precept Financial Services's NAICS code?
Precept Financial Services's NAICS: 52,523
How many employees does Precept Financial Services have?
Precept Financial Services has 11-50 employees
What industry does Precept Financial Services belong to?
Precept Financial Services is in the industry of: Finance, Securities Trading
What is Precept Financial Services competition?
Precept Financial Services top competitors include: Chris Humphrey Private Wealth Management, Bastion Wealth, McArthur Financial, Investorplanning
What technology does Precept Financial Services use?
Some of the popular technologies that Precept Financial Services uses are: Neto, MailChimp, SecurePay, FastTrack360
How do I contact Precept Financial Services?
Precept Financial Services contact info: Phone number: +61 892042222 Website: www.precept.net.au
What does Precept Financial Services do?

Precept Financial Services is a financial planning firm based in Perth, Australia, dedicated to helping clients achieve financial security and freedom. They offer a range of services including superannuation, retirement planning, investments, life insurance, and estate planning, tailored to meet the unique needs of each client. Their target clients... include individuals and families seeking guidance on managing their finances and preparing for the future. With a commitment to personalized service, Precept aims to empower clients with the knowledge and strategies necessary for a confident financial future.Read More

What are Precept Financial Services social media links?
Precept Financial Services Linkedin page Precept Financial Services Facebook page
Is Precept Financial Services a public company?
Precept Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Precept Financial Services

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