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.

Paul Burgon, CFP, CIMA

MANAGING PARTNER

Paul is the managing partner of Lipman Burgon & Partners, specialising in providing sophisticated solutions to private clients with a focus on family offices. He has over 14 years of experience having worked for some of the most respected investment houses and institutions, including Goldman Sachs, JBWere and Investec Private Bank.

As one of the founding members of Lipman Burgon & Partners, Paul has been instrumental in developing a culture that puts clients’ interests ahead of the firm’s growth. This includes leading a team of experienced professionals and cultivating a client-centric approach.

Paul has deep technical expertise across the spectrum of wealth management solutions, is a key member of the Lipman Burgon & Partners’ Investment Committee and holds a number of academic and professional qualifications. This includes a Graduate Diploma in Financial Planning and a Master of Applied Finance as well as being recognised as a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA).

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

Edward Jewell-Tait

BOARD ADVISOR

Edward has over 40 years’ experience in financial markets, with specific expertise in derivatives, funds management and private banking. In addition to Edward’s current role as an investment fiduciary for several substantial Australian family offices, he advises Lipman Burgon & Partners’ executive team and Investment Committee.

Prior to joining Lipman Burgon & Partners, Edward was the CEO of Credit Suisse’s Private Bank in Australia and spent almost 25 years at Macquarie Bank, holding positions including Executive Director and Head of the Institutional Funds Management Division. Edward has also served as a non-executive director on a number of listed and unlisted Australian companies, as well as Government bodies and charitable institutions.

Edward holds a Bachelor in Economics and a Graduate Diploma in Applied Finance from the Securities Institute of Australia. He is also a Member of the Australian Institute of Company Directors and a Fellow of the Financial Services Institute of Australia.

Alex Pikoulas, CFA

CHIEF INVESTMENT OFFICER

Alex is the chief investment officer at Lipman Burgon & Partners and has more than 20 years’ financial markets experience, having worked with some of the leading global investment banks. He leverages expertise across asset allocation (strategic and tactical), fund manager selection, risk management, and financial analysis.

Prior to joining Lipman Burgon & Partners, Alex was an Executive Director within the Australian equities business at JP Morgan, where he was also an equities analyst and a member of Australia’s top-rated research team covering the banking sector.

Alex has built a strong global network of relationships with portfolio managers, corporations, brokers and bankers, which helps deliver opportunities and insights to Lipman Burgon & Partners clients.

Alex holds a Bachelor of Economics, and is a Chartered Financial Analyst (CFA).

Alyssa Doherty

OPERATIONS MANAGER

Alyssa is the operations manager at Lipman Burgon & Partners and has over 15 years’ experience in the financial services sector. She has held senior management roles within financial services firms across advisory, auditing and business development functions. She also has expertise in project and change management, business process improvement and client and employee development and engagement.

Alyssa holds a Bachelor of Business in Financial Planning and is currently completing an MBA.

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.

Nilar Alom Ispahany, CFP

PRIVATE WEALTH ADVISER

Nilar is a private wealth adviser at Lipman Burgon & Partners. With over 10 years’ experience in the financial services industry, including as a credit analyst with Macquarie Group.

Nilar specialises in assisting clients with structuring, tax planning, investment management and intergenerational wealth transfer. Given her academic background and professional experience in healthcare, Nilar has a particular focus on supporting medical professionals with their wealth management needs.

Nilar holds a Bachelor of Science and a Bachelor Commerce in Finance & Accounting and is also a Certified Financial Planner (CFP).

Paul Selikman, CPA, CFP

PRIVATE WEALTH ADVISER

Paul is a 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) and holds both a Bachelor of Business Administration and a Bachelor of Commerce Accounting. He also completed his Certified Financial Planner (CFP) designation.

Deborah Harbrow

PRIVATE WEALTH ADVISER

Deborah is a private wealth adviser at Lipman Burgon & Partners. She has over eight years’ experience in private wealth management, specialising in differentiated investment offerings for wholesale clients and integrating financial and family objectives and serving For Purpose organisations. Her expertise allows her to maintain deep relationships with her clients and deliver bespoke financial strategies.

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

Cooper Harris

INVESTMENT ANALYST

Cooper is an 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, Cooper gained experience as an Equity Research Analyst in Funds Management. Cooper is also passionate about Rugby, playing in Sydney’s Shute Shield competition for Southern Districts Rugby Club.

Cooper holds a Bachelor of Economics (Honours), whereby he was awarded with 1st Class Honours and is pursuing the Chartered Financial Analyst (CFA) designation.

Tu Anh Duong

SENIOR RELATIONSHIP MANAGER

Tu Anh is a senior relationship manager 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).

Suzanne Ha

RELATIONSHIP MANAGER

Suzanne is a relationship manager at Lipman Burgon & Partners. Prior to making a career change to financial planning, Suzanne worked for the Commonwealth Bank’s institutional banking and markets division in their derivatives and collateral management team. She supports high-net-worth clients across all aspects of financial planning and portfolio management.

Suzanne holds a Postgraduate Diploma of Financial Planning (DFP) and is currently undertaking a Master of Finance.

DANIEL COLLINS

RELATIONSHIP MANAGER

Daniel is a relationship manager at Lipman Burgon & Partners supporting high-net-worth clients across all aspects of financial planning and portfolio management.

Prior to joining LBP, Daniel lived and worked in the UK both in a professional sporting capacity and also as a paraplanner for a reputable British wealth management firm, before returning to Australia in early 2018. Daniel was Captain of the 2013 Australian Schools U19 Football Team and still plays professionally in the National Premier League.

Daniel holds a Bachelor of Accounting & Finance (1^st class honours) and is studying towards becoming a private wealth adviser.

Kelly Song

RELATIONSHIP MANAGER

Kelly is a relationship manager at Lipman Burgon & Partners. Prior to joining the team as a Portfolio Administrator, she commenced her career at a boutique financial planning firm. She supports high-net-worth clients across all aspects of financial planning and portfolio management.

Kelly holds a Bachelor of Commerce in Accounting, a Master of Commerce in Banking & Finance, and a Diploma of Financial Planning (DFP).

Aaron Skow

RELATIONSHIP MANAGER

Aaron is a relationship manager at Lipman Burgon & Partners. He supports high-net-wealth clients across all aspects of financial planning and portfolio management. Prior to joining the team, Aaron worked as a paraplanner for two financial planning practices.

Aaron is about to complete a Bachelor of Applied Finance with a Bachelor or Economics and intends to continue studying toward becoming a private wealth adviser.

Maude Simard-Cournoyer

BUSINESS SERVICES MANAGER

Maude is the business services manager at Lipman Burgon & Partners. Prior joining the firm, she worked in client management services within the private banking sector. She excels in customer service and believes it is the key to maintaining high levels of loyalty and client satisfaction.

Maude is currently undertaking an International Business Management degree in the desire to expand her knowledge in leadership and communications.

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.