Financial Adviser
· SYDNEY, NSW
Andrew Paul Bollen
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004458
Andrew Paul Bollen is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Andrew is currently authorised under Shadforth Financial Group Limited. Andrew 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 CFP Certification 1-4 Program from Financial Planning Association of Australia Limited. Andrew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business
University of Technology Sydney
2002
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2002
Diploma of Financial Planning
FPA/Deakin University
2004
CFP Certification 1-4 Program
Financial Planning Association of Australia Limited
2012
Professional Diploma in Stockbroking
Stockbrokers Association of Australia/Deakin Prime
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd