Sapphire Financial Services offers a range of financial planning services. We emphasise a holistic approach to financial planning and consider all aspects of our clients lives.
We work with our clients on an ongoing basis as a Mentor / Wealth Manager, to keep our clients on track to assist them in meeting their objectives and to manage the emotions of investing along the way.
We are passionate about assisting clients through the financial planning journey providing them with knowledge and education through the process. We enjoy building new relationships with our clients and always willing to assist & support at any opportunity.
I have over 30 years’ experience in the finance industry with my main areas of expertise being centered on Wealth Accumulators & Retirees including Centrelink needs & assistance. This also includes personal risk advice, investment advice, wealth creation, retirement strategies advice in self-managed superannuation funds, companies and family trusts.
I am a CERTIFIED FINANCIAL PLANNER and also hold a Diploma of Financial Planning from Deakin University. I am also an appointed Commissioner for Declarations for the State of Queensland and have completed the Self-Managed Super Fund Accreditation course.
Bev has given me advice on any financial matter I have been to her about, and I find her to be very understanding and professional. I have been with Bev for many years now, and I have recommended Bev and her team to many people.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2002
- Years of experience 21
- Certified Financial Planner (CFP)
Sapphire Financial Services Pty LtdJ M McKay House, 13 Sydney Street
Mackay, QLD 4740
- 9:00am – 5:00pm Monday – Friday
Professional Investment Services Pty Ltd