Precept Financial Services

About

Precept Financial Services offer their clients direction with financial strategies based on sound principles, or 'precepts' for wealth protection and creation.

Precept's services include:

�Life insurance

�Income protection

�Superannuation

�SMSFs

�Direct Shares & Managed Funds

�Tax minimisation strategies

�Retirement Planning

�Income Strategies

With the help of our strategic partners Precept can also assist client�s with their Accounting, Estate Planning, Mortgage Broking and General Insurance requirements.

Douglas Smith is qualified to give advice on Superannuation, Retirement Planning, Personal Insurance, and Investments including Gearing and is here to assist you.

Precept Financial Services Pty Ltd, The Trustee for SF Unit Trust trading as Precept Financial Services ABN 67167930741 Corporate Authorised Representative of Charter Financial Planning Limited.