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Andrew Bollen

Andrew Bollen

Private Wealth Adviser, North Sydney
 

Address: Level 16, 252 Pitt Street, Sydney NSW 2000

Phone: 02 9919 8822


About Andrew

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

Education and experience

Andrew is passionate about providing specialist advice for people who have been injured or become disabled. He helps both individuals and families who are taking care of loved ones that have lost their capacity through illness or injury, by partnering with their legal team and guiding them in how best to comprehensively manage the resulting complex affairs for their entire family.

In 2024 and 2023 Andrew was honoured in the Barron's Top Advisers in Australia list.

His experience falls into three key areas:

  • Supporting clients, their families and specialist legal team during the often-lengthy legal process itself.
  • The subsequent progression from their legal proceedings to making the absolute most of their award proceeds.
  • The provision of ongoing guidance, expert strategy and advice for the long term management of personal injury compensation payments.

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

Meet Andrew's clients

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Talk to our team today

Phone: 1800 501 203

Monday - Friday 9:00am - 5:00pm