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Greg Anderson - Senior Financial PlannerGreg Anderson is a Director of Delport & Anderson and has been an Authorised Financial Planner for over 15 years. Greg’s speciality is assisting people in the transition from Working Full Time to a Retirement Lifestyle, and making sure they save Tax $ and obtain every Centrelink Benefit available to them. He holds an Advanced Diploma of Financial Services and has commenced a Masters of Leadership. |
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Steve Wilkinson - Financial PlannerAdvanced Diploma of Financial Planning, DipBus, DipMgt, CertIVFS With over 18 years in finance and insurance related roles I have a particular interest in working with clients that want to set and achieve financial outcomes. I enjoy helping clients with a plan that sets them free to focus on the other important things in life. I get a real buzz when clients ask me to help their friends or members of their family, as I believe that referrals are the best compliment I can get. In addition to general financial planning I also provide clients with home loan broking services, and self-managed super fund advice. |
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Sharon Hillberg - Office ManagerSharon commenced as Office Manager with Delport & Anderson in January 2014 after having worked as Office Manager and Paraplanner with another prominent Brisbane-based Financial Planning office. Prior to that role, Sharon was employed as Branch Manager at one of the major retail banks. Overall, Sharon has over 18 years’ experience in financial services in Australia and brings to Delport & Anderson a wealth of knowledge of the financial services industry and a strong commitment to customer service. |
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Melissa Hooper - ParaplannerMelissa is the Paraplanner for Delport & Anderson Pty Ltd. She commenced with the company in January 2002, initially in administration. Melissa found she had a passion for assisting people with long term strategies and transitioned into the paraplanning area, completing her Diploma of Financial Planning in 2012. She works in conjunction with Financial Planners to optimise strategies for our clients, and compiles all strategies into a Statement of Advice including comparing different financial planning modelling scenarios for clients. |