Specialist in:

Practices out of:

North Sydney
Level 17, 100 Pacific Highway
North Sydney, NSW, 2060
Telephone: 02 9919 8888
Fax: 02 9919 8899

Andrew Bollen

Private Client Adviser

About Andrew

Andrew is a Private Client Adviser in the North Sydney office for the Shadforth Financial Group.

Education and experience

Andrew holds a Bachelor of Business through the University of Technology, Sydney and is a CERTIFIED FINANCIAL PLANNER® practitioner, which is the highest recognised designation for financial planners. Andrew is also a member of the Financial Planning Association of Australia.

Andrew joined the financial services industry in 2000. He joined Shadforth Financial Group in early 2003 and has since worked closely with financial industry stalwart Philip Guest, sharing his passion for building lifetime relationships with his clients. Over the ensuing years, Andrew has built significant expertise across the financial spectrum and is passionate about assisting his clients to generate wealth and make smart financial decisions.

Andrew specialises in providing services and advice to not-for-profit trusts and organisations and advising clients in receipt of personal injury settlements. Andrew also provides advice to many affluent and often time-poor clients, where he coordinates a cohesive financial advice solution across the spectrum of advice needs.

Outside of work

Away from work, Andrew enjoys spending time on the Northern Beaches of Sydney with his young family.

Video

Meet Andrew Bollen

Blogs by Andrew Bollen

Faster or Smarter - what's your choice

30 Jan 2015

If you're anything like me you probably find that there are just not enough hours in the day to get everything done. You may find yourself getting up earlier, staying up later or burning the candle at both ends in a vain attempt to complete your "to do" list.

Investment portfolio returns – could YOU be the problem?

21 Oct 2014

Over the years many people spend untold hundreds if not thousands of dollars to hire, fire and re-hire investment managers whom they perceive as being the best and most successful. But could it be that investment success is not just about the skills of the manager? Of far more importance is the behaviour of the investor.

Ever thought of yourself as an insurance provider?

08 Jul 2013

With the stress of young children, career progression and mortgage payments, one of the last things your children may think about is life insurance. It seems that there are always other more pressing priorities.

Are you thinking of helping your children buy property?

16 May 2013

With ever increasing property prices in Sydney, a question I am hearing more and more often from my clients is "how can I help my children buy property?".

Top 10 tips to take control of your lazy money

21 Mar 2013

So you've gone to the trouble of preparing your family budget – congratulations, you are now part of the 10% of all Australian families who actually have one!! What comes next?