Paul Burgon, CFP, CIMA

MANAGING PARTNER & CHIEF INVESTMENT OFFICER

Paul is the Managing Partner and CIO of Lipman Burgon & Partners, focussing on sophisticated investment solutions for private clients and family offices.

As a founding member of Lipman Burgon & Partners, Paul has embedded a culture that puts clients’ interests ahead of the firm’s growth. He leads the investment and advisory teams and acts as Lead Adviser to family offices, tailoring investment programs, building governance frameworks, and managing succession programs.

With over two decades of experience across market cycles and having previously worked with Goldman Sachs, JBWere and Investec Private Bank, Paul is highly experienced in multi-asset portfolio construction strategies and allocation across public and private market assets. He has deep expertise in allocation modelling and manager due diligence with a network that unlocks unique investment opportunities for clients.

Paul is a key member of Lipman Burgon & Partners’ Investment Committee and has several academic and professional qualifications. These include a Graduate Diploma in Financial Planning, a Master of Applied Finance, and is recognised as a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA).

For three consecutive years, he has been ranked among Australia’s Top 25 Financial Advisers by US financial investment publication Barron’s.

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 is the chairman of Lipman Burgon & Partners Investment Committee, and 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.

Robert is a Chartered Accountant (CA) and has been recognised as a financial planning specialist by the Institute of Chartered Accountants.

Nandita Alva 

CHIEF OPERATING OFFICER

Paul Selikman, CPA, CFP

PARTNER

Paul is a partner and private wealth adviser at Lipman Burgon & Partners. Prior to joining Lipman Burgon & Partners, he spent six years working in the investment team of one of Australia’s largest family offices, the Lowy Family Group, gaining deep experience in managing the private wealth for an ultra-high-net-worth family.

Paul specialises in working with high-net-worth clients and family offices who require guidance on the management of complex, multi-generational and multi-asset investment portfolios. Paul is a member of the Lipman Burgon & Partners’ Investment Committee and is passionate about risk management and family wealth preservation.

Paul is a Certified Practising Accountant (CPA), Certified Financial Planner (CFP) and holds both a Bachelor of Business Administration and a Bachelor of Commerce Accounting.

Heath Ueckermann, CA, CFP

PARTNER

Heath is a partner and private wealth adviser at Lipman Burgon & Partners, with 15 years of experience in the financial services industry. Prior to joining Lipman Burgon & Partners, Heath worked for Macquarie Group for three years and also at BT Financial Group and Ernst & Young.

As a leader in the firm, Heath promotes workplace culture and cross collaboration to ensure that clients receive advice of the highest quality. As a member of the Lipman Burgon & Partners’ Investment Committee, Heath is also involved in investment due diligence and governance.

Heath is a specialist in multi asset portfolio design for high net worth clients and the not for profit sector. His technical specialisations include advising clients on investment policy frameworks, ethical investing, tax structuring and succession.

Heath is a Chartered Accountant (CA), Certified Financial Planner (CFP) and holds a Bachelor of Commerce.

Daniel Collins

PRIVATE WEALTH ADVISER

Daniel is a private wealth adviser, working with high net-worth individuals, families, and for-purpose organisations in managing their investment portfolios, structuring and long-term succession.

Prior to joining LBP, Daniel lived and worked in the UK as a professional sportsman while simultaneously completing an honours degree. 

Daniel began his career in finance at a reputable FTSE100 wealth management firm and currently holds a Bachelor of Accounting & Finance (Hons), Masters in Financial Planning, and is currently completing his Certified Financial Planner (CFP) qualification.

Deborah Harbrow

PRIVATE WEALTH ADVISER

Deborah has over a decade of experience crafting specialised investment solutions for wholesale clients. Focused on integrating financial and family goals to create bespoke financial strategies.

Deborah specialises in advising private families across generations, offering tailored solutions in structuring, asset protection, legacy planning, and investment advice. Her unique focus includes providing empathetic and strategic support during challenging life transitions like separation or death, allowing her to deliver personalised financial solutions aligned with individual needs and goals.

Deborah holds a Bachelor of Business Finance, a Diploma of Financial Planning (DFP), and a Masters of Financial Planning, Deborah is actively working towards the Certified Financial Planner (CFP) designation.

Stephen Katzenellenbogen

PRIVATE WEALTH ADVISER

Stephen is a private wealth adviser at Lipman Burgon & Partners. He has over 20 years’ experience in wealth management providing discretionary and non-discretionary advice to individuals, trusts, companies, and untaxed bodies such as charitable originations and not-for-profit associations.

Stephen specialises in asset management, investment strategies and strategic advice. He is focussed on developing long-term relationships with clients and their families to assist them manage their wealth and achieve their financial goals.

Stephen holds a Bachelor of Commerce (Honours) and a Graduate Diploma in Financial Planning.

Kristine Pearson (nee Pham)

PRIVATE WEALTH ADVISER

Kristine is a private wealth adviser at Lipman Burgon & Partners. With almost ten years’ experience in the financial services industry, she has worked with high net-worth families and organisations. Kristine specialises in structuring, asset protection, legacy planning, and investment advice. She also enjoys building professional relationships to help achieve the best outcomes for clients.

Kristine holds a Bachelor of Commerce in Finance & Marketing, and Advanced Diploma in Financial Planning. Recently, Kristine completed her Certified Financial Planner (CFP) designation in 2023 and obtained the Gwen Fletcher Award for the highest performing student in Australia.

Kristine is fluent in English and Vietnamese.

Tu Anh Duong

ASSOCIATE

Tu Anh is an associate at Lipman Burgon & Partners. With over 14 years’ experience in the financial services industry, she has worked in client and account service roles at ANZ E*Trade, Prescott Securities Limited and Minchin Moore Private Wealth. She supports high-net-worth clients across all aspects of financial planning and portfolio management.

Tu Anh holds a Bachelor of Business in Finance & Banking and a Graduate Diploma of Financial Planning (DFP).

Aaron Skow

ASSOCIATE

Aaron is an associate at Lipman Burgon & Partners. He supports high-net-worth clients across all aspects of financial planning and portfolio management. Before joining LBP, Aaron worked as a paraplanner for two financial planning practices whilst completing his undergraduate studies.

Aaron currently works with the partners to support several of the firm’s not-for-profit and family office clients. This involves working with several platforms and managing complex portfolio transitions.

Aaron holds a Graduate Diploma in Financial Planning, Bachelor of Applied Finance with a Bachelor of Economics and is currently undertaking a Master of Financial Planning.

Elliot Lucas

SENIOR INVESTMENT ANALYST

Elliot is a senior investment analyst at Lipman Burgon & Partners. In this role, he works closely with our Chief Investment Officer supporting the investment team. Prior to joining the firm, Elliot was a Senior Manager Research Analyst, and had previously worked in Funds Distribution.

Elliot holds a Masters in International Economics and Finance, as well as Diplome d’Ignenieur (Masters of Engineering equivalent). Elliot is a CFA Charterholder, issued in 2021.

Alexa Bablusha

INVESTMENT ANALYST

Alexa is an investment analyst at Lipman Burgon & Partners. In this role, she works closely with the investment team conducting key research and analysis for client investments. Prior to joining the firm, Alexa worked with Macquarie Group.

Alexa holds a Bachelor of Commerce and is pursuing the Chartered Financial Analyst (CFA) designation.

Jeannie Feng

HEAD OF ASIA DESK | 亚洲事务总监

Jeannie has over a decade of extensive experience in wealth management and private banking, specialising in high-net-worth clients and related entities. Jeannie is responsible for the Australian Significant Investor Visa (SIV) 188C program, with a particular focus on providing investment advice to SIV applicants from Asia, as well as new and existing clients from Asia seeking to invest capital in Australia. She is dedicated to providing optimal and tailored investment advice to HNW clients and their families, helping them build compliant portfolios, grow and protect their wealth by diversifying their investments into well-regulated developed markets.

Jeannie holds a Bachelor of Commerce (BCom) from the University of NSW, a Graduate Diploma in Applied Finance and Investment from Securities Institute of Australia and is currently undertaking a Master of Financial Planning from Kaplan Professional. Recently, Jeannie received Kaplan’s National Subject Award for being the highest achieving student in Australia in Taxation for Financial Planning.

Jeannie is fluent in English and Mandarin.

Jeannie 在财富管理和私人银行业务方面拥有十多年的丰富经验，专门服务于高净值客户和家庭。Jeannie负责力博精品财富公司澳大利亚重要投资者签证 (SIV) 188C项目，特别是为来自亚洲的 SIV签证申请人以及寻求在澳大利亚投资的新老亚洲客户提供投资咨询。她致力于为高净值客户及其家庭提供量身定制的投资建议，帮助他们打造合规投资组合，结构设计、资产保护，并通过将资产配置到海外的方式实现资产保值和增值。

Jeannie 拥有新南威尔士大学(UNSW)商学学士学位和应用金融与投资研究生文凭，目前正在获得金融财务规划硕士学位和特许金融规划师(CFP) 证书。

Jeannie 能说流利的英语和普通话。

Robin Eddie

RELATIONSHIP MANAGER

Robin is a Relationship Manager at Lipman Burgon & Partners, she brings a wealth of experience in providing holistic financial planning support. As a former Associate, she excels at cultivating strong client relationships, earning trust through dedication and professionalism.

With her Bachelor of Applied Commerce specialising in Financial Planning and her completion of the adviser study requirements, Robin’s qualifications are matched only by her commitment to ongoing education. Currently, she is pursuing a Graduate Certificate in Behavioural Insights, showcasing her tenacious drive to unravel the intricacies of human behaviour and decision-making, with the aim of driving better outcomes for her clients.

Denis Mulya

RELATIONSHIP MANAGER

Denis is a Relationship Manager at Lipman Burgon & Partners. He supports high-net-worth clients across all aspects of financial planning and portfolio management. Prior to joining the firm, Denis worked as an Associate at Evans & Partners assisting with portfolio management, trade execution and account administration duties.

Denis holds a Bachelor of Commerce (BCom) from the University of NSW and is currently undertaking a Graduate Diploma in Financial Planning.

Marcus Rainert

PORTFOLIO ADMINISTRATOR

Marcus is a portfolio administrator with Lipman Burgon & Partners. He is responsible for supporting the advisory team and clients with their administration and reporting needs.

Marcus has completed a Bachelor of Business (Finance) and looks forward to establishing a career in financial services.

Mitchell James

PORTFOLIO ADMINISTRATOR

Mitchell is a portfolio administrator with Lipman Burgon & Partners. He is responsible for supporting the advisory team and clients with their administration and reporting needs.

Mitchell has completed a Bachelor of Commerce (Finance) & Bachelor of Economics (Financial Economics) and looks forward to establishing a career in financial services.

Rupert Currie 

PORTFOLIO ADMINISTRATOR

Rupert is a portfolio administrator with Lipman Burgon & Partners. He is responsible for supporting the advisory team and clients with their administration and reporting needs.

Rupert has completed a Bachelor of Economics (Financial Economics) and looks forward to establishing a career in financial services.

Lena Yu

ACCOUNTS MANAGER

Lena is the accounts manager at Lipman Burgon & Partners. She has over six years’ experience in accounting and taxation, including working at KPMG and RSM as a Senior Tax Associate. Her experience covers tax compliance services, transfer pricing and financial reporting.

Lena is a Certified Public Accountant (CPA) and holds a Bachelor of Commerce in Accounting & Finance.

Nuala Smith

OFFICE MANAGER

Nuala is the office manager at Lipman Burgon & Partners and enjoys going above and beyond to ensure a smooth, seamless client experience. She is the welcoming smile at our front desk and supports the team. Nuala joins us from Ireland and her global experience and passion for client service brings a welcome experience for Lipman Burgon clients.