Bev Ferris

Sapphire Financial Services Pty Ltd

Silver
20 Yrs Experience
Mackay, QLD 4740
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Sapphire Financial Services Pty Ltd

J M McKay House, 13 Sydney Street
Mackay, QLD 4740

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2003

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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