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Home Our Team
Team
Terry Anderson Print E-mail
Terry has been an adviser for more than 20 years.  He is an Authorised Representative of Millennium3 Financial Services and a Certified Financial Planner.  His scientific and mathematical background are put to good use as he continues to design, construct and develop strategies to not only enhance lifestyles but to do all that is possible to provide for lifestyle of choice to be achieved and maintained.
 
Bronwyn Anderson Print E-mail
Bron is an Authorised Representative of Millennium3 Financial Services, an Accredited Mortgage Consultant and a member of the Mortgage & Finance Association of Australia.  She has completed the Advanced Diploma of Financial Services, Certificate IV in Financial Services (Finance/Mortgage Broking) and is now studying the Diploma of Mortgage Broking (Commercial Finance).  

Bron has been a member of the Anderson Planners team since November 2000 and has worked in a variety of roles within the organisation including administration and client services.
 
Sarah Bal Print E-mail
Sarah joined the Anderson Planners team in September 2010 in the role of Adviser Support.  She is responsible for the preparation of client files prior to them meeting with an adviser.  She has brought a wealth of experience from the banking industry where she most recently worked and is now studying the Diploma of Financial Services through Kaplan.
 
Louise Di Virgilio Print E-mail
Louise has over 25 years of administrative experience in the financial planning industry. Her main role is administration and client support and has been with Anderson Planners since early 2008.

Prior to joining Anderson Planners, Louise worked for a variety of insurance companies including ING, BT Australia and AXA.
 
Heather Doecke Print E-mail

Heather is the first point of contact for all our clients and associates - as Receptionist, she is the person behind the smile who greets visitors to our office and is often the voice on the other end of the phone when you telephone us. With an enormous amount of customer service experience, Heather can assist with any general inquiries and the booking of appointments for our financial advisers.

 
 


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