Private Client Adviser
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.
Meet Andrew Bollen
Blogs by Andrew Bollen
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.
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.
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.
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?".
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?