The Financial Planning Association of Australia The Financial Planning Association of Australia

James Uezzell, AFP®


Name James Uezzell, AFP®
Company Precept Financial Services
Address Level 3 30 Hasler Road
Osborne Park, WA 6017
Phone 08 9204 2222
Mobile 0414 483 245
Email [email protected]
Website www.precept.net.au

My name is James Uezzell and I am an owner and Financial Planner at Precept Financial Services.

I have been a Financial Adviser with Precept since 2012 and enjoy the idea of building long term relationships with my clients to guide them through all stages of life.

In July 2018 I became an owner of Precept Financial Services and now enjoy the additional responsibilities this brings including the mentoring of other advisers and staff and helping them grow.

I has been involved in the financial services industry since 2000 and have held various roles in superannuation administration and Paraplanning in Perth, Melbourne and the UK.

I have completed an Advanced Diploma of Financial Services and a Masters of Applied Finance and am able to provide advice in all areas of Financial Planning, including Self Managed Super Funds.

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

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