Private Client Adviser
Andrew is a Private Client Adviser in the North Sydney office for the Shadforth Financial Group.
Education and experience
Andrew is a CERTIFIED FINANCIAL PLANNER® practitioner and a Fellow of the Financial Services Institute of Australasia (FINSIA). He has completed a Graduate Diploma in Applied Finance and Investment with FINSIA (previously the Securities Institute of Australia) and a Diploma of Financial Planning with Deakin University. In 2015 he completed a Professional Diploma in Stockbroking with the Stockbrokers Association of Australia.
Andrew has served on the Shadforth Financial Group Investment Committee and holds a Bachelor of Commerce (Accounting) from University of Western Sydney. Andrew has been previously recognised in the Australian Financial Review Smart Investor Financial Planning Top 50 Master Class awards.
Andrew has been providing personal wealth management and financial advice solutions since 1996. Over this time he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio construction and management.
While analysis and research are at the heart of Andrew's technical skill set, it is the listening to and prioritising his clients' personal goals he is passionate about. Andrew appreciates that as every person is unique it presents a great opportunity to explore, develop and adjust solutions over time. This all starts with creating a strong understanding of each client's cash flow position and then demonstrating the sensitivities between each of the financial options that are available.
Andrew has extensive experience advising senior executives, professionals and business owners and is highly motivated to assist these people in converting their current opportunities into lasting and sustained financial success. Andrew also particularly enjoys working with trustees and directors in the not-for-profit sector, where he helps develop investment strategies and cash flow models around the unique needs, goals and values of the organisation.
Andrew was recognised in the Australian's Top 50 Financial Advisers in Australia, in association with Barron's in 2018.
Outside of work
Away from work, Andrew enjoys keeping fit and being active outdoors and at the beach with his wife and three children. He loves to spend time with family and friends and gets great satisfaction from coaching his sons' junior rugby team.
Andrew has been advising and guiding me over a number of years. During this period I have gained a great deal of respect for Andrew's professionalism and abilities, his grasp of the detail which inspires confidence in the options he presents along with his well considered and sound advice. Communication, I believe, is key to a trusting relationship and in this regard, Andrew excels. Andrew's depth of financial knowledge and understanding appears to me to be considerable, and associated with that is his ability to translate that into our superannuation, our pensions, and our tax positions, to ensure our overall financial well being both now and into the future is secure and well cared for, which is very much appreciated
P Cattlin, Harbord
Andrew, supported by the Shadforth team, helps us realise our financial objectives through instilling in us a sense of discipline in the way we look at our financial investments and plan for our financial future. Andrew gives us confidence in what we are doing and has prevented us from making hasty decisions.
J and P Boyd, Mosman, New South Wales
Andrew has been advising me for 10 plus years. I believe Andrew understands me and consequently I have prospered. I have never felt pressured, his advice has always made me feel comfortable and was in the best interests of his client, namely me. His general knowledge of myself and my family gives great confidence.
W Black, Rozelle
Andrew knows our goals and always adjusts our respective portfolios to the level of risk that we are comfortable with. He acts quickly, is well prepared and his follow through is always very prompt. He gives us confidence. Angela adds, Andrew looks ahead and shows us our potential in black and white. He has always gone the extra mile, never leaving out any detail and spending as much time as needed to go through our financial standing.
G and A Scott, Breakfast Point
Shadforth has been there every step of the way and helped me with what I needed to do, how to do it, and made sure I didn't pay more tax than I needed to. I totally relied on them and they've continued to be there to make sure I've remained on track to be financially secure both now and when I retire. I enjoy travelling and am confident that I'll be in a financial position to keep exploring the world. The financial plan I've developed with Shadforth leaves me confident that I'm going to be able to keep doing the things I love.
H Donnelly, Strathfield
Meet Andrew Harrison
Blogs by Andrew Harrison
19 Mar 2013
Self managed superannuation funds (SMSF) continue to enjoy significant growth, but why? Is it just so investors can control their own investment decisions or is there more to it?
04 Feb 2013
We often hear the phrase "cash is king". This phrase will have different meanings to each of us – particularly small business owners, someone saving for a home deposit, investors and self-funded retirees. However, I actually believe "cash flow is king"!!
03 Oct 2012
You're smart, you're paid well, and you're good at what you do. But you have no idea where all your money goes. Sound familiar?