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Financial Planning in Mackay

Your Superannuation

We offer advice for all types of superannuation, including self-managed funds. Contact us today to discuss your superannuation with a specialist.

Your Retirement

Making sure your finances are well managed is crucial when it comes to retirement. Our team makes the hard work easy. Click here to find out more.

Wealth Creation & Accumulation

Taking complete control of your earnings has never been easier. Contact Sapphire Financial Services to discuss your personalised plan today.

Call us Today

Estate Planning

Need help with your estate planning? Talk to us. We will work with you to ensure your plan is straightforward and easy to understand.

Personal Insurances

Protecting your income is important to every bread winner. Let us provide you with a tailored insurance plan to guarantee you are covered for whatever life throws at you.

Centrelink Assistance

Depending on your circumstances, you may be eligible for Centrelink payments. Our team will give you the advice you need. Get in touch today.

Tax Effective Strategies

Sapphire Financial Services can show you effective strategies that can help you keep on top of your tax payments. Click here for more information.

Mackay financial planning
& superannuation

Call us

Email

bev@sfsmackay.com.au

Location

13 Sydney St
Mackay QLD
4740

Beverley Ferris, is an Authorised Representative of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Services Licensee 234951, W: centrepointalliance.com.au/PIS, E: profinvest@cpal.com.au P: 1300 557598

In 2013, Beverley Ferris founded Sapphire Financial Services in Mackay to deliver all your financial advice and assistance in one place. Having worked in the industry for more than 27 years, Bev is able to assist with superannuation, retirement plans, personal insurance, wealth creation and estate planning. Call, email or visit our Mackay financial services office today.

GENERAL ADVICE WARNING
The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Adviser before you make any decision regarding any products mentioned on this website. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Contact Us | Financial Services Guide | Complaints

Privacy Policy

The CAF Group is committed to protecting the privacy of its clients and the confidentiality of their personal information. We are bound by the Australian Privacy Principles as set out in the Privacy Act 1988 (Cth). Further information about the Australian Privacy Principles can be found on the website of the Office of the Australian Information Commissioner.

The CAF Group means Centrepoint Alliance Limited and all subsidiary companies.

How the CAF Group deals with private information is set out in our Privacy Policy.

Our Privacy Policy addresses issues such as:

The collection of personal information;
The use of personal information;
Where your personal information is disclosed to third parties;
The security of your personal information;
Accessing, updating and correcting your personal information; and
How to make a complaint.

When you deal with a member of the CAF Group you may be required to disclose your personal information in order for us to provide you with services. It is important that you consider the disclosure of your personal information seriously. The CAF Group places a high priority on complying with the Australian Privacy Principles and encourages clients to contact us if they believe their private information has been dealt with inappropriately.

We may update our Privacy Policy from time to time so please refer back to this website for the current version or alternatively contact us at privacy@cpal.com.au for a copy of the current version of the Policy.

How to contact us

If you have any questions or would like further information on our privacy and information handling practices, please contact us by:

Emailing
Telephone 1300 557 598
Writing to the address below:
Privacy Officer - Professional Standards
C/- Centrepoint Alliance Limited
Level 9, 10 Bridge St
SYDNEY NSW 2000.

Reporting your concerns

If you have a complaint about any breach or potential breach of the Privacy Policy or the Australian Privacy Principles, you should take the following steps:

1. Contact the Professional Standards team to discuss your complaint by phoning Professional Standards on 1300 557 598 or by email. Read more

Reporting your concerns

If you have a complaint about any breach or potential breach of the Privacy Policy or the Australian Privacy Principles, you should take the following steps:

1. Contact the Professional Standards team to discuss your complaint by phoning Professional Standards on 1300 557 598 or by email.

Where possible, your concerns will be resolved at that time.

2. Write to our Privacy Officer

If you feel your concerns have not been satisfactorily resolved, forward your complaint by mail to:

Privacy Officer - Professional Standards
C/- Centrepoint Alliance Limited
Level 9, 10 Bridge St
SYDNEY NSW 2000.

The complaint will be considered within seven days and responded to accordingly.

3. If you are not fully satisfied with our response, you may wish to register your complaint with the Office of the Australian Information Commissioner. Please see below for contact details:

Office of the Australian Information Commissioner

Phone: 1300 363 992
Website: www.oaic.gov.au
Email: enquiries@oaic.gov.au
Mail: Office of the Australian Information Commissioner
GPO Box 5218
SYDNEY NSW 2001

Terms & Conditions

Terms & Conditions

This website is operated by Sapphire Financial Services Pty Ltd, ABN 90 160 234 337. We are an authorised representative of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Services Licensee. These are the terms and conditions for use of this site and access to the information contained on this site.

1. We:

(a) do not give any warranty or make any representation as to the accuracy, reliability, completeness or security of the information contained on this site and as to changes in circumstances after the date of publication that may impact on the accuracy of the information;
(b) may change and update the information from time to time;
(c) make no representation in relation to, and are not responsible in any way, for the content of any other site you access via this site; and
(d) own the copyright in the information on this site.

2. Users must not use or reproduce any of the trademarks that appear on this site.

3. Users of this site must not:

(a) do anything to alter or modify the information on this site;
(b) use the material on this site for any purpose other than as a source of information for personal use unless authorised to the contrary;
(c) distribute, copy or otherwise reproduce in any way any of the material available from this site unless it is expressly authorised;
(d) post any material which is defamatory, in breach of copyright, in breach of the Trade Practices Act or otherwise in any way unlawful or inappropriate.

4. Users can print a hard copy of material on this site for their personal use only other than material where this is prohibited by a notice to that effect on this site.

5. The information contained on this site is made available to residents of Australia and its territories and is not intended to be a recommendation, offer or invitation to take up securities or other investments.

6. We, our authorising licensee and are not liable in any way to any person for any loss, damage, cost or expense incurred as a result of the material contained on this site or from unauthorised access to, or any misuse of this site including, without limitation, any negligence by us.

7. All references on this site to "$" or "dollars" are references to Australian currency unless otherwise stated.

8. Users of this site agree to indemnify us from all liability, cost and expense, (including legal fees) arising directly or indirectly from the use or distribution by any person of material placed on the site by the user or from the alteration, modification of or addition to material on the site by the user.

9. We, our authorising licensee do not endorse and are not responsible for information, feedback, questions or comments placed on this site by third parties. We can reproduce, use, disclose and distribute the information to others in our absolute discretion.

10. Links to other sites are provided for your convenience only. Any such links do not constitute or imply endorsement or recommendations of any other company, product or service or any affiliation between us and other organisation (unless otherwise expressly stated).

11. You consent to us monitoring your use of this site.

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