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.

Robert Lipman

Executive Chairman

Paul Burgon

Managing Director

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.

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.

Iain Davidson

Senior Associate

Heath Ueckermann

Senior Associate

Paul Selikman

Associate

Iain Davidson

BA, MAppFin, ADFP, CFP. Senior Associate

Iain has 11 years of experience in private wealth management for leading institutions, including Investec Bank (Australia) and ANZ Private Bank. He has worked with Robert Lipman for the past eight years, servicing some of the firm’s most sophisticated clients.

 

Iain holds a Master of Applied Finance and a Bachelor of Arts in Organisational Psychology. He has completed the Certified Financial Planner (CFP) program, which is the global symbol of excellence in financial planning.

 

Iain is dedicated to his clients and has made a significant contribution to their investment performance through his knowledge and passion for financial markets. When he is not achieving results on clients’ behalf, Iain spends his weekends with his family. He is an ardent follower of cricket, rugby and golf.

Heath Ueckermann

CA, CFP. Senior Associate

Heath is a Chartered Accountant with 15 years of 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. He has a passion for helping clients who are overseas residents or looking to return to Australia, and business owners who are considering the sale of their companies.

 

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.

 

Paul Selikman

CPA. Associate

Paul has over 5 years experience in private wealth management, including working for a high profile 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.

 

 

Diona Kearney

Senior Relationship Manager

Tu Anh Duong

Senior Relationship Manager

Nilar Alom

Senior Relationship Manager

Diona Kearney

Senior Relationship Manager

Diona Kearney holds a Bachelor of Commerce majoring in Economics, a Graduate Diploma in Applied Finance & Investment and a Graduate Diploma in Financial Planning. Diona is experienced in the business of providing financial advice and has worked in various roles over the past 14 years, including in the development of strategy, the management of portfolios and providing client management services. Outside of work, Diona enjoys spending time with her young family and socialising with friends.

Tu Anh Duong

Senior Relationship Manager

Tu Anh Duong holds a Bachelor of Business (Finance & Banking) and a Graduate Diploma in Financial Planning. Tu Anh joined Lipman Burgon & Partners in May 2014 and has over 12 years of 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. She enjoys spending time with her family and friends, and dragon boating.

Nilar Alom

Senior Relationship Manager

Nilar Alom holds a Bachelor of Science and a Bachelor Commerce (Finance & Accounting). In 2014, Nilar completed an Advanced Diploma in Financial Services and is now enrolled in the Certified Financial Planner Program. Nilar has more than seven years of experience in the financial services industry and has worked at Macquarie Bank and a leading boutique practice. Outside of work, Nilar enjoys spending time with family and friends, and keeping fit and healthy.

Hanna Oo

Senior Portfolio Administrator

Suzanne Ha

Portfolio Administrator

Hanna Oo

Senior Portfolio Administrator

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.

Suzanne Ha

Portfolio Administrator

Suzanne Ha is currently completing a Bachelor of Commerce and Property degree and is also enrolled in the Master of Financial Planning course at UNSW. She has had more than five years’ experience in the Global Markets operations at the Commonwealth Bank and is working towards building a career in financial planning. Away from the office, she enjoys spending time with her young family, travelling and socialising with friends.

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.

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.

Iain
Davidson

Senior

associate

Iain Davidson

BA, MAppFin, ADFP, CFP. Senior Associate

Iain has 11 years of experience in private wealth management for leading institutions, including Investec Bank (Australia) and ANZ Private Bank. He has worked with Robert Lipman for the past eight years, servicing some of the firm’s most sophisticated clients.

Iain holds a Master of Applied Finance and a Bachelor of Arts in Organisational Psychology. He has completed the Certified Financial Planner (CFP) program, which is the global symbol of excellence in financial planning.

Iain is dedicated to his clients and has made a significant contribution to their investment performance through his knowledge and passion for financial markets. When he is not achieving results on clients’ behalf, Iain spends his weekends with his family. He is an ardent follower of cricket, rugby and golf.

 

Heath
Ueckermann

Senior

Associate

Heath Ueckermann

CA, CFP. Senior Associate

Heath is a Chartered Accountant with 15 years of 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. He has a passion for helping clients who are overseas residents or looking to return to Australia, and business owners who are considering the sale of their companies.

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.

 

Paul
Selikman

Associate

Paul Selikman

CPA. Associate

Paul has over 5 years experience in private wealth management, including working for a high profile 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.

 

Diona
Kearney

Senior

Relationship

Manager

Diona Kearney

Senior Relationship Manager

Diona Kearney holds a Bachelor of Commerce majoring in Economics, a Graduate Diploma in Applied Finance & Investment and a Graduate Diploma in Financial Planning. Diona is experienced in the business of providing financial advice and has worked in various roles over the past 14 years, including in the development of strategy, the management of portfolios and providing client management services. Outside of work, Diona enjoys spending time with her young family and socialising with friends.

Tu Anh
Duong

Senior

relationship

manager

Tu Anh Duong

Senior Relationship Manager

Tu Anh Duong holds a Bachelor of Business (Finance & Banking) and a Graduate Diploma in Financial Planning. Tu Anh joined Lipman Burgon & Partners in May 2014 and has over 12 years of 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. She enjoys spending time with her family and friends, and dragon boating.

Nilar
Alom

Senior Relationship

manager

Nilar Alom

Senior Relationship Manager

Nilar Alom holds a Bachelor of Science and a Bachelor Commerce (Finance & Accounting). In 2014, Nilar completed an Advanced Diploma in Financial Services and is now enrolled in the Certified Financial Planner Program. Nilar has more than seven years of experience in the financial services industry and has worked at Macquarie Bank and a leading boutique practice. Outside of work, Nilar enjoys spending time with family and friends, and keeping fit and healthy.

Hanna Oo

Senior

portfolio

administrator

Hanna Oo

Senior Portfolio Administrator

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.

Suzanne
Ha

Portfolio

Administrator

Suzanne Ha

Portfolio Administrator

Suzanne Ha is currently completing a Bachelor of Commerce and Property degree and is also enrolled in the Master of Financial Planning course at UNSW. She has had more than five years’ experience in the Global Markets operations at the Commonwealth Bank and is working towards building a career in financial planning. Away from the office, she enjoys spending time with her young family, travelling and socialising with friends.