Financial Adviser · BALWYN NORTH, VIC

Anders Mckenzie Huitfeldt

34 Years experience
Tax advice
authorised
Currently at
Beaconsfield, VIC
ASIC Registered · ADV 000258305

Anders Mckenzie Huitfeldt is a financial adviser based in Balwyn North, Victoria, with 34 years of experience in the financial services industry. Anders is currently authorised under Boston Reed Pty Ltd. Anders holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services from NIBA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Also authorised to provide financial product advice in relation to basic deposit products and deal in basic and non-basic deposit products and non-cash products, and investment life insurance and life risk insurance products, Managed Investment Schemes, including IDPS; retirement savings accounts and superannuation products.

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Services
NIBA
2014
Diploma of Financial Planning
Kaplan Professional

Registration History

Jan 2026 - Present Current
Also authorised to provide financial product advice in relation to basic deposit products and deal in basic and non-basic deposit products and non-cash products, and investment life insurance and life risk insurance products, Managed Investment Schemes, including IDPS; retirement savings accounts and superannuation products.
Oct 2022 - Present Current
Also authorised to provide financial product advice in relation to basic deposit products and deal in basic and non-basic deposit products and non-cash products,, and investment life insurance and life risk insurance products, retirement savings accounts and superannuation products.
Jul 2020 - Sep 2022 Ceased
Aug 2019 - Jul 2020 Ceased
AON HEWITT FINANCIAL ADVICE LIMITED
Jan 2004 - Aug 2019 Ceased
Anders authorisation is restricted to providing advice in relation to llife products including investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds.

Source: ASIC Financial Advisers Register