Lipman Burgon & Partners is more than just your financial adviser.

We’re a partner you can trust.

Our firm has a more than 15-year heritage in supporting high net worth clients with complex financial needs, typically associated with significant wealth accumulation. We hold our own Australian Financial Services Licence (AFSL No. 234972) and manage more than $700 million in assets on behalf of individuals and families, associations, charitable trusts and foundations.

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Our Values

Our vision is to be the boutique wealth management firm of choice for clients who seek expert advice in the creation and protection of material financial legacies.

Every member of our team adheres to the following core values.

Honesty

We are completely focused on delivering advice and services that serve the best interests of our clients – ethically and transparently.

Accountability

We take responsibility for delivering the results that our clients expect and deserve.

Tenacity

We go the extra mile to provide thoroughly researched, innovative and bespoke solutions to meet our clients’ individual needs.

Investment

Philosophy

Lipman Burgon & Partners designs bespoke portfolio strategies to maximise returns and mitigate risk. Our processes and principles are time-tested and we are not beholden to any outside institutions. This means you can be confident every recommendation we make has your best interests at heart and has been made according to your stated preferences.

Six principles underpin our philosophy: providing tailored solutions; allocating assets strategically; adjusting portfolios tactically; selecting investments carefully; exercising sound judgement; and minimising costs and taxes.

Team

All our staff have attained tertiary qualifications, often to a post-graduate level, and have been trained in the firm’s investment philosophy and core values. We maintain the highest level of ethical standards and strive to set the benchmark for excellence in our profession.

Paul Burgon

Managing Director

Robert Lipman

Executive Chairman

Paul Burgon

CFP, MAppFin, GDFinPlan, CIMA
Managing Director

With extensive experience in private wealth management for respected investment houses such as Goldman Sachs JBWere and Investec Bank (Australia), Paul is widely recognised for his strong relationships with clients and expertise in wealth structuring, investment management, executive remuneration, philanthropy and intergenerational wealth transfer.

 

His academic qualifications include a Graduate Diploma in Financial Planning and a Master of Applied Finance, in which he graduated in the top 5 per cent nationally. He also holds the Certified Financial Planner designation, which is the global symbol of excellence in financial planning, representing the highest achievement within the profession.

 

Paul is committed to continuous improvement and in 2013 became part of an elite group of financial planners in Australia to qualify as a Certified Investment Management Analyst.

 

When he is away from the office, Paul enjoys cycling and spending time with his young family.

Robert Lipman

CA. Executive Chairman

Robert is regarded as one of Australia’s leading financial advisers. In addition to establishing Lipman Burgon & Partners, he founded the wealth management practices of Towers Perrin, Ord Minnett and Investec Bank (Australia) in the 1990s and early 2000s.

 

Robert provides strategic and investment advice to many of Australia’s leading corporate executives, public company directors and affluent families. His commitment to his clients is absolute. He remains dedicated to helping his clients achieve their individual, family and business goals.

As Chair of the firm’s Investment Committee, Robert is responsible for overseeing our high-quality, uniform approach to strategic asset allocation. He is a qualified accountant and a Financial Planning Specialist within the Institute of Chartered Accountants.

 

In his spare time, Robert is a passionate photographer and keen golfer.

Hanna Oo

Relationship Manager

Heath Ueckermann

Private Wealth Adviser

Tu Anh Duong

Senior Relationship Manager

Hanna Oo

Relationship Manager

Hanna Oo holds a Bachelor of Biotechnology and is currently studying a Diploma of Financial Planning. Prior to joining Lipman Burgon & Partners, Hanna was a portfolio administrator at Shaw Stockbroking and then an account manager at Integrated Portfolio Solutions. She has worked in the financial services industry for more than eight years and has expertise in managing client data and processing complex financial transactions.

 

Outside of work, Hanna enjoys spending time with her young family and friends, decorating cakes and yoga.

Heath Ueckermann

CA, CFP. Private Wealth Advisor

Heath is a Chartered Accountant with 15 years’ experience in the financial services industry. He has worked for respected institutions such as BT Financial Group, Ernst & Young and Macquarie Bank, where he was an Associate Director.

 

Heath has completed the Certified Financial Planner (CFP) designation, which is the global symbol of excellence in financial planning. He has now enrolled in the Certified Investment Management Analyst (CIMA) program.

 

Heath’s experience covers tax legislation, funds management and the workings of boutique and institutional financial service businesses. An ardent believer in the importance of obtaining sound advice, Heath combines his passion for the financial advice profession with a genuine interest in his clients’ personal needs and goals.

 

Outside of the office Heath enjoys spending time with family and friends. He also loves travelling and keeps active on Manly beach.

Tu Anh Duong

Senior Relationship Manager

Tu Anh Duong holds a Bachelor of Business degree (Finance & Banking) and a Graduate Diploma in Financial Planning. Tu Anh joined Lipman Burgon & Partners in 2014 and has over 14 years’ experience in the financial services industry, working in client and account service roles at ANZ E*Trade, Prescott Securities Limited and Minchin Moore Private Wealth. Tu Anh focuses on supporting clients in all aspects of financial planning and portfolio management.

Outside of the office, Tu Anh enjoys spending time with her family and friends. She also likes the outdoors, food and travelling.

Nick Valcas

Investment Specialist

Alyssa Doherty

Practice Manager

Paul Selikman

Private Wealth Adviser

Nick Valcas

Investment Specialist

Nick holds a Bachelor of Business (Banking & Finance) and is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).

 

Nick has over 30 years’ experience in financial markets, with expertise in strategic asset allocation, equity portfolio construction, portfolio risk analytics, portfolio exposure management, and quantitative and financial modeling. Prior to joining Lipman Burgon & Partners, Nick was a Senior Analyst at BT Financial Group and Mainstreet Financial Group, a Quantitative and Industrial Analyst at ASSIRT Equities, and an Equity Portfolio Manager at Australian Casualty & Life and Royal & Sun Alliance.

 

In his spare time, Nick enjoys swimming, cycling and golf.

Alyssa Doherty

Practice Manager

Alyssa holds a Bachelor of Business (Financial Planning)(Distinction), and possesses over a decade’s experience in financial services, from working as an adviser through to senior management roles with AFS licensees. Alyssa has expertise in project and change management, business process improvement and client and employee development and engagement.

 

Outside of championing efficient business processes, Alyssa enjoys the beauty of the Australian bush, playing golf, and nurturing her family and garden.

Paul Selikman

Private Wealth Adviser

Paul has over 7 years’ experience in private wealth management, including working for the Lowy Family Office in their investment team and managing one of their global charitable organisations.

 

Paul is a Certified Practising Accountant (CPA) and holds both a Bachelor of Business Administration and a Bachelor of Commerce Accounting degree. He has a Diploma of Financial Planning (DFP) and is currently enrolled in the Certified Financial Planner (CFP) course, which is the global symbol of excellence in financial planning.

 

Paul has extensive experience in portfolio management, a passion for the wealth management industry and is focused on providing outstanding results for his clients.

 

Outside of work, Paul enjoys spending time with his young family, travelling, following rugby and cricket and playing golf.

Kelly Song

Portfolio Administrator

Nilar Ispahany

Private Wealth Adviser

Suzanne Ha

Portfolio Administrator

Kelly Song

Portfolio Administrator

Kelly graduated with a Bachelor of Commerce majoring in Accounting, a Master of Commerce (Banking & Finance) and recently completed a Diploma of Financial Planning (DFP). Kelly commenced her career at a boutique financial planning firm before joining Lipman Burgon & Partners as a Portfolio Administrator in early 2017.

 

Outside of work, Kelly enjoys keeping fit, travel, and spending time with family and friends.

Nilar Ispahany

Private Wealth Adviser

Nilar holds a Bachelor of Science and a Bachelor Commerce (Finance & Accounting). Nilar has over 8 years’ experience in the financial services industry, and prior to joining Lipman Burgon & Partners, she worked for Macquarie Bank and a leading boutique financial advisory firm.

 

Nilar is currently completing her final module in the Certified Financial Planner (CFP) program with the Financial Planning Association (FPA), which is the global symbol of excellence in financial planning.

 

Nilar has a passion for managing her client’s financial affairs from structuring to tax planning to investments and legacy planning. She is dedicated to her clients and enjoys working closely with them and their families.

 

Outside of office, Nilar enjoys spending time with family and friends, travelling, keeping fit and healthy and trekking

Suzanne Ha

Portfolio Administrator

Suzanne Ha holds a Postgraduate Diploma of Financial Planning and is currently undertaking a Master of Finance at UNSW. Prior to making a career change to financial planning, Suzanne work for the Commonwealth Institutional Bank for five years in their derivatives and collateral management team.

 

Outside of work, Suzanne enjoys spending time with her family, trying new restaurants, cooking and travel.

Ashley Cohen

Accounts Manager

Natasha Phun

Office Manager

Ashley Cohen

Accounts Manager

Ashley holds a Bachelor of Science, a Masters in Psychology and a Bachelor of Business (Accounting) and is a Certified Practising Accountant (CPA).  Prior to joining Lipman Burgon & Partners, she worked in professional services for over 20 years as a financial controller and accounts manager.

 

Ashley enjoys spending time with family and friends, the Sydney food scene and travel.

Natasha Phun

Office Manager & PA to Robert Lipman

Natasha holds a Bachelor of Arts (Modern and Classical Chinese/Asian Studies). Natasha worked for many years in liaison, decision making, and in supervisory roles for federal government in Australia and abroad. Natasha made a career change into financial services in 2012 and worked for four years for Shadforth Financial Group, before joining us as our Office Manager and PA to the LBP executive.

 

Natasha is also a qualified florist, interior stylist, and makeup artist, and when not in the office, keeps busy creating florals for events and weddings and in other creative pursuits.

 

In her spare time, Natasha also enjoys being outdoors, yoga & gym, cooking, reading, international travel and spending time with family and friends.

Paul
Burgon

MANAGING DIRECTOR

 

Paul Burgon

CFP, MAPPFIN, GDFINPLAN, CIMA
MANAGING DIRECTOR

With extensive experience in private wealth management for respected investment houses such as Goldman Sachs JBWere and Investec Bank (Australia), Paul is widely recognised for his strong relationships with clients and expertise in wealth structuring, investment management, executive remuneration, philanthropy and intergenerational wealth transfer.

His academic qualifications include a Graduate Diploma in Financial Planning and a Master of Applied Finance, in which he graduated in the top 5 per cent nationally. He also holds the Certified Financial Planner designation, which is the global symbol of excellence in financial planning, representing the highest achievement within the profession.

Paul is committed to continuous improvement and in 2013 became part of an elite group of financial planners in Australia to qualify as a Certified Investment Management Analyst.

When he is away from the office, Paul enjoys cycling and spending time with his young family.

Robert
Lipman

EXECUTIVE CHAIRMAN

Robert Lipman

CA. EXECUTIVE CHAIRMAN

Robert is regarded as one of Australia’s leading financial advisers. In addition to establishing Lipman Burgon & Partners, he founded the wealth management practices of Towers Perrin, Ord Minnett and Investec Bank (Australia) in the 1990s and early 2000s.

Robert provides strategic and investment advice to many of Australia’s leading corporate executives, public company directors and affluent families. His commitment to his clients is absolute. He remains dedicated to helping his clients achieve their individual, family and business goals.

As Chair of the firm’s Investment Committee, Robert is responsible for overseeing our high-quality, uniform approach to strategic asset allocation. He is a qualified accountant and a Financial Planning Specialist within the Institute of Chartered Accountants.

In his spare time, Robert is a passionate photographer and keen golfer.

Hanna
Oo

Relationship

Manager

Hanna Oo

Relationship Manager

Hanna Oo holds a Bachelor of Biotechnology and is currently studying a Diploma of Financial Planning. Prior to joining Lipman Burgon & Partners, Hanna was a portfolio administrator at Shaw Stockbroking and then an account manager at Integrated Portfolio Solutions. She has worked in the financial services industry for more than eight years and has expertise in managing client data and processing complex financial transactions.

 

Outside of work, Hanna enjoys spending time with her young family and friends, decorating cakes and yoga.

Heath
Ueckermann

Private

Wealth

Adviser

Heath Ueckermann

CA, CFP. Private Wealth Adviser

Heath is a Chartered Accountant with 15 years’ experience in the financial services industry. He has worked for respected institutions such as BT Financial Group, Ernst & Young and Macquarie Bank, where he was an Associate Director.

Heath has completed the Certified Financial Planner (CFP) designation, which is the global symbol of excellence in financial planning. He has now enrolled in the Certified Investment Management Analyst (CIMA) program.

Heath’s experience covers tax legislation, funds management and the workings of boutique and institutional financial service businesses. An ardent believer in the importance of obtaining sound advice, Heath combines his passion for the financial advice profession with a genuine interest in his clients’ personal needs and goals.

Outside of the office Heath enjoys spending time with family and friends. He also loves travelling and keeps active on Manly beach.

Tu Anh
Duong

Senior

Relationship

Manager

Tu Anh Duong

Senior Relationship Manager

Tu Anh Duong holds a Bachelor of Business degree (Finance & Banking) and a Graduate Diploma in Financial Planning. Tu Anh joined Lipman Burgon & Partners in 2014 and has over 14 years’ experience in the financial services industry, working in client and account service roles at ANZ E*Trade, Prescott Securities Limited and Minchin Moore Private Wealth. Tu Anh focuses on supporting clients in all aspects of financial planning and portfolio management.

Outside of the office, Tu Anh enjoys spending time with her family and friends. She also likes the outdoors, food and travelling.

Nick
Valcas

Investment

Specialist

Nick Valcas

Investment Specialist

Nick holds a Bachelor of Business (Banking & Finance) and is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).

 

Nick has over 30 years’ experience in financial markets, with expertise in strategic asset allocation, equity portfolio construction, portfolio risk analytics, portfolio exposure management, and quantitative and financial modeling. Prior to joining Lipman Burgon & Partners, Nick was a Senior Analyst at BT Financial Group and Mainstreet Financial Group, a Quantitative and Industrial Analyst at ASSIRT Equities, and an Equity Portfolio Manager at Australian Casualty & Life and Royal & Sun Alliance.

In his spare time, Nick enjoys swimming, cycling and golf.

Alyssa
Doherty

Practice

Manager

Alyssa Doherty

Practice Manager

Alyssa holds a Bachelor of Business (Financial Planning)(Distinction), and possesses over a decade’s experience in financial services, from working as an adviser through to senior management roles with AFS licensees. Alyssa has expertise in project and change management, business process improvement and client and employee development and engagement.

Outside of championing efficient business processes, Alyssa enjoys the beauty of the Australian bush, playing golf, and nurturing her family and garden.

Paul
Selikman

Private

Wealth

Adviser

Paul Selikman

Private Wealth Adviser

Paul has over 7 years’ experience in private wealth management, including working for the Lowy Family Office in their investment team and managing one of their global charitable organisations.

Paul is a Certified Practising Accountant (CPA) and holds both a Bachelor of Business Administration and a Bachelor of Commerce Accounting degree. He has a Diploma of Financial Planning (DFP) and is currently enrolled in the Certified Financial Planner (CFP) course, which is the global symbol of excellence in financial planning.

 

Paul has extensive experience in portfolio management, a passion for the wealth management industry and is focused on providing outstanding results for his clients.

Outside of work, Paul enjoys spending time with his young family, travelling, following rugby and cricket and playing golf.

Kelly
Song

Portfolio

Administrator

Kelly Song

Portfolio Administrator

Kelly graduated with a Bachelor of Commerce majoring in Accounting, a Master of Commerce (Banking & Finance) and recently completed a Diploma of Financial Planning (DFP). Kelly commenced her career at a boutique financial planning firm before joining Lipman Burgon & Partners as a Portfolio Administrator in early 2017.

Outside of work, Kelly enjoys keeping fit, travel, and spending time with family and friends.

Nilar
Ispahany

Private

Wealth

Adviser

Nilar Ispahany

Private Wealth Adviser

Nilar holds a Bachelor of Science and a Bachelor Commerce (Finance & Accounting). Nilar has over 8 years’ experience in the financial services industry, and prior to joining Lipman Burgon & Partners, she worked for Macquarie Bank and a leading boutique financial advisory firm.

Nilar is currently completing her final module in the Certified Financial Planner (CFP) program with the Financial Planning Association (FPA), which is the global symbol of excellence in financial planning.

Nilar has a passion for managing her client’s financial affairs from structuring to tax planning to investments and legacy planning. She is dedicated to her clients and enjoys working closely with them and their families.

Outside of office, Nilar enjoys spending time with family and friends, travelling, keeping fit and healthy and trekking.

Suzanne
Ha

Portfolio

Administrator

Suzanne Ha

Portfolio Administrator

Suzanne Ha holds a Postgraduate Diploma of Financial Planning and is currently undertaking a Master of Finance at UNSW. Prior to making a career change to financial planning, Suzanne work for the Commonwealth Institutional Bank for five years in their derivatives and collateral management team.

Outside of work, Suzanne enjoys spending time with her family, trying new restaurants, cooking and travel.

Ashley
Cohen

Accounts

Manager

Ashley Cohen

Accounts Manager

Ashley holds a Bachelor of Science, a Masters in Psychology and a Bachelor of Business (Accounting) and is a Certified Practising Accountant (CPA).  Prior to joining Lipman Burgon & Partners, she worked in professional services for over 20 years as a financial controller and accounts manager.

Ashley enjoys spending time with family and friends, the Sydney food scene and travel.

Natasha
Phun

Office Manager

& PA to

Robert Lipman

Natasha Phun

Office Manager & PA to Robert Lipman

Natasha holds a Bachelor of Arts (Modern and Classical Chinese/Asian Studies). Natasha worked for many years in liaison, decision making, and in supervisory roles for federal government in Australia and abroad. Natasha made a career change into financial services in 2012 and worked for four years for Shadforth Financial Group, before joining us as our Office Manager and PA to the LBP executive.

Natasha is also a qualified florist, interior stylist, and makeup artist, and when not in the office, keeps busy creating florals for events and weddings and in other creative pursuits.

In her spare time, Natasha also enjoys being outdoors, yoga & gym, cooking, reading, international travel and spending time with family and friends.