Beverley Ferris, CFP®

Name Beverley Ferris CFP®
Company Sapphire Financial Services Pty Ltd
Address J M McKay House 13 Sydney Street
Mackay, QLD 4740
Phone 07 49691800

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.

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