Meet the Team

Precept Advisers

Paul Blomley Profile

Paul Blomley

Director
Authorised Representative

Meet Paul

Paul was born in the UK and immigrated to Australia in 2009. He enjoys meeting clients and believes maintaining an ongoing relationship with them is the only way to ensure they remain correctly financially planned through the various stages of their lives.

His belief in holistic financial planning means clients are catered for across all areas of financial planning. Paul ensures his clients achieve their financial goals using tax and investment strategies with good quality, cost effective products. Due to his background Paul is in the beneficial situation of fully understanding UK personal pensions and the UK State pension scheme.

Bruce Parkinson Profile

Bruce Parkinson

Authorised Representative

Meet Bruce

Bruce has worked in the financial services industry since 1983. He has a Bachelor of Business Degree (Accounting). He is a Certified Financial Planner® practitioner member and was a foundation member of the Financial Planning Association of Australia Limited. He helps clients achieve their financial objectives and lifestyle goals, working with his clients in a consultative manner so they can make informed decisions and get on with enjoying the things that matter most to them.

Ian Von Berg Profile

Ian Von Berg

Authorised Representative

Meet Ian

Ian von Berg has over 30 years experience advising individuals on how they can accumulate and manage their assets. Ian’s expertise involves working with his clients to ensure that they manage their affairs efficiently and that they have effective strategies in place to meet their current and future needs.

Ian is a member of the Financial Planning Association of Australia and holds the following qualifications:

  • Graduate Diploma in Applied Finance & Investment
  • Diploma of Financial Planning
  • CERTIFIED Financial Planner™

Ian is an Authorised Representative of Charter Financial Planning
Ian’s interests are food, golf and travel. He immigrated to Australia in 1979 and has four children.

Gregor McQueen Profile

Gregor McQueen

Authorised Representative

Meet Greg

Gregor guides his clients through the ever-changing superannuation, investment and life insurance landscapes, and helps to clear the confusion in this age of seemingly endless information and change. He enjoys seeing clients gain the confidence to make informed decisions so they can get on with enjoying the things that matter most to them.

He is passionate about helping people grow and protect their wealth. Gregor has over 20 years’ experience as a financial planner having worked both interstate and overseas for companies such as Perpetual, Westpac, The Bank of New York and Merrill Lynch.

Daniel Skinner Profile

Daniel Skinner

Authorised Representative

Meet Danny

Daniel’s goal is to help people secure their financial future. He believes that having this security allows people to have choices, when faced with the challenges of everyday life. This security can be found using Insurance, Superannuation, Wealth building, and Retirement planning.

He completed his Bachelor of Commerce Degree, majoring in Financial Planning, with Curtin University. He is a member of the Financial Planning Association.

Daniel is married to Carolyn, and they have a son and two daughters. Their evenings and weekends are usually spent running the kids around for their different sports.

In his spare time Daniel likes fishing, camping, and watching whichever sport his children are involved in.

Vinh Ta Profile

Vinh Ta

Authorised Representative

Meet Vinh

Vinh's ambition is to help clients realise their financial goals. Whether they are time poor, have struggled to do it alone, lack direction or simply feel that there has to be a better way, Vinh believes that at some point most people can benefit from financial advice. Vinh believes that there are more important things in life than worrying about financial decisions, and that open communication with someone who can help guide them through their options, while being in control is key. Vinh looks to maintain long lasting relationships with his clients, helping them develop confidence in their financial affairs and seeing them grow both financially and personally

Ashley Walz Profile

Ashley Walz

Authorised Representative
Accredited mortgage consultant
Accredited Aged Care Professional™

Meet Ash

I have been in financial services for over 20 years having previously worked as an accountant and mortgage broker.

I have been a financial planner for 8 years having spent 3 years in a support role prior to that.

Ryan Sullivan Profile

Ryan Sullivan

Authorised Representative
Accredited Aged Care Professional™

Meet Ryan

My own passion and drive is to help young families and individuals achieve financial security and eventually financial independence, giving them the confidence and control to live their life on their terms. My passion for helping people extends into the FIFO Industry where I spent 9 years in both mining and oil and gas before navigating a successful career change from a qualified Chef of 12 years into the financial services industry. I have a strong belief in formal education having completed my Masters in Financial Planning with a view to complete further university study in the near future. When I’m not at work you will find me either at the gym or spending quality time with my twin daughters Lexie and Lucy and partner Jess.

James Uezzell Profile

James Uezzell

Director
Authorised Representative

Meet James

James has been a Financial Adviser with Precept since 2012 and enjoys the idea of building long term relationships with his clients to guide them through all stages of life.

In July 2018 James became an owner of Precept Financial Services and now enjoys the additional responsibilities this brings including the mentoring of other advisers and staff and helping them grow.
James has been involved in the financial services industry since 2000 and has held various roles in superannuation administration and Paraplanning in Perth, Melbourne and the UK.

James has completed an Advanced Diploma of Financial Services and a Masters of Applied Finance and is able to provide advice in all areas of Financial Planning, including Self Managed Super Funds.
In his spare time James is kept very busy with his 3 young children Mitchell, Jake and Lara and also plays Rugby Union for Wanneroo when time allows.

Janet Maguire Profile

Janet Maguire

Authorised Representative

Meet Janet

Janet has been employed in the Financial Services Industry for over 30 years!  She immigrated to Australia in 1996 and after having 2 children, she returned to work and commenced study for the Diploma of Financial Services (Financial Planning).

Janet has been involved in the Paraplanning side of the business compiling Statements of Advice in risk and superannuation for 4 years before advancing into her current role as an Adviser in 2010.

Janet has completed her Advanced Diploma of Financial Services (Financial Planning) and is able to provide advice in all areas of Risk management as well as Personal and Corporate superannuation.

Janet spends most of her spare time with her husband and two adult children and she also likes to take regular trips back to the UK to see her own family.

Jason Colling Profile

Jason Colling

Authorised Representative

Meet Jason

Jason has been in the financial services industry since 1995, holding various positions locally and interstate involved with equities/options trading, product management and business development. He has been a financial planner since 2012.

Jason holds a Bachelor of Commerce degree (Economics and Banking), a Graduate Diploma in Applied Finance and Investment, a Diploma of Financial Services (Financial Planning) and self-managed superannuation fund accreditation.

Jason is passionate about providing great strategic financial advice to his clients, to build and protect wealth, enabling the best possible financial outcomes and ultimate quality of life for them.

In his spare time Jason enjoys cycling, ocean swimming and paddleboarding, as well as trying new restaurants with friends and live music.

Kristy Smith Profile

Kristy Smith

Authorised Representative

Meet Kristy

Kristy has worked in the financial services industry for over 15 years, working both interstate and in the UK. Kristy holds a Bachelor of Finance, a Bachelor of Economics with Honours, and the Advanced Diploma of Financial Services (Financial Planning).

Kristy helps her clients to grow, manage and protect their money and she considers this to be a real privilege.

Kristy grew up in Perth and is married to Paul. They have a young son and in their spare time they enjoy catching up with family and friends, travelling, and spending time outside.

AC Bosch Profile

AC Bosch

Authorised Representative
FPA Aged Care Specialist

Meet AC

I have 15 years experience in a variety of banking and financial planning roles in both South Africa and Australia

Ryan Erasmus Profile

Ryan Erasmus

Authorised Representative

Meet Ryan

Since 2010, I have successfully operated in financial and strategic roles within small and medium enterprises to global corporate listed companies.

While on course to building a long term career in finance, I witnessed family members, having worked hard all their lives move into retirement without certainty for their future. In viewing this pain, I shifted my attention onto gaining an understanding of how the situation occurred and what could have been done differently to avoid it. During this period of discovery, I soon realised that financial planning is a dynamic and interesting universe of varying planning elements and not just about retirement or investing. Financial planning brings various elements of ones life together and addresses the concerns, pains, needs and desires. Further to this, "quality" financial planning is about a long term vision for a partnership between a financial adviser and the client that not only sets a course in the present but, ensures the course remains true over time through active management.

Today, the prospect of partnering with my clients excites me because I understand the significant impact financial planning can have on ones life and the personal reward I feel in helping my clients understand the value.

I want to talk with you if you are interested in exploring the present and getting an idea of what your future could look like.

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Wade Robinson

Authorised Representative

Meet Wade

Passionate about educating and assisting people, during all stages of life, to achieve their personal, financial, and lifestyle goals through ethical and meaningful financial solutions.

Operations Team

David Shaw Profile

David Shaw

Director
Tom OShea Profile

Tom O'Shea

Operations Manager
Schultz Profile

Eli Schultz

Accounts & IT Manager

Paraplanning Team

Jarvis Ngyuen Profile

Jarvis Ngyuen

Paraplanning Manager
Wayne Eberhard Profile

Wayne Eberhard

Paraplanner
Mandi Gray Profile

Mandi Gray

Associate Adviser
Lina Thai Profile

Lina Thai

Associate Adviser