Lipman Burgon & Partners is more than just your financial adviser.
We’re a partner you can trust.
Led by an experienced team of professionals from large global investment and asset management firms, the firm was established more than 20-years ago and draws from its institutional heritage. Formerly operating as the wealth management division of Investec Private Bank, our founders acquired the business in 2011. In 2015, the firm was renamed Lipman Burgon & Partners.
We hold an Australian Financial Services Licence (AFSL No. 234972) and manage a substantial portfolio of assets on behalf of our partners and clients. The size of our portfolio allows the firm to balance access to global institutional investments and participate meaningfully in bespoke opportunities that sit outside the typical scope of larger firms.
Lipman Burgon & Partners view each relationship with our clients as a partnership. Our proven approach is to forge high quality, long-standing relationships that allow us to better service clients’ needs over time.
VISION
OUR VALUES
Honesty
Accountability
Tenacity
INVESTMENT
PHILOSOPHY
INVESTMENT PHILOSOPHY
The strength of Lipman Burgon & Partners investment approach is derived from our capability, access to opportunities, and ability to balance long-term financial outcomes with speed and agility.
Capability
Our deep in-house expertise is enhanced by high-calibre research partnerships. Our clients benefit from our approach to synthesising the world’s leading investment and markets research and overlaying Lipman Burgon & Partners’ client-oriented perspective and risk appetite.
Access to opportunities
The size of our portfolio means we can access institutional-grade investments and participate meaningfully in bespoke opportunities that present significant value but sit outside the typical investment scope of larger firms.
Balancing long-term outcomes with speed and agility
We have stringent governance procedures when making investment decisions and deploy time-tested strategies to maximise value. We also have an innate ability to take advantage of investment opportunities as they arise in a rapidly moving market.
Six principles underpin our philosophy: providing tailored solutions; allocating assets strategically; targeting identifiable return premiums; optimising after tax returns, managing behavioural biases and strong governance and alignment.
TEAM

ROBERT LIPMAN

PAUL BURGON

NANDITA ALVA
Chief Operating Officer
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

HEATH UECKERMANN
Partner

JASON RADEMAN
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.
Jason Rademan, CFP, TEP
PARTNER
Jason Rademan is a partner and private wealth adviser at Lipman Burgon & Partners. He has over 15 years of experience in wealth management and other financial services advisory roles. Prior to joining Lipman Burgon & Partners, he spent six years working for a Canadian Private Bank, gaining experience in managing high-net-worth clients and family offices.
Jason works closely with the investment team to originate and evaluate specialist, private market opportunities (e.g. private equity, private credit and hedge funds). He is involved in the management of family office clients in Sydney and has experience working with multi-jurisdiction tax structuring and clients migrating to Australia.
Jason holds a Bachelor of Commerce, Higher Diploma in Tax Law and Graduate Diploma in Financial Planning. Jason is a Certified Financial Planner (CFP) and holds a full Trust & Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners.

DANIEL COLLINS

DEBORAH HARBROW

STEPHEN KATZENELLENBOGEN
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)

TU ANH DUONG

SANDRA LABIO
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

Elliot Lucas

ALEXA BABLUSHA
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

ROBIN EDDIE
RELATIONSHIP MANAGER

DENIS MULYA
RELATIONSHIP MANAGER
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

MITCHELL JAMES

RUPERT CURRIE
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

NUALA SMITH
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.

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 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
MANAGING PARTNER & CIO

Paul Burgon
CFP, CIMA
MANAGING PARTNER & CIO
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.

HEATH
UECKERMANN
PARTNER
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.
PAUL
SELIKMAN
PARTNER

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.

JASON
RADEMAN
PRIVATE
WEALTH
ADVISER
Jason Rademan
PRIVATE WEALTH ADVISER
Jason is a private wealth adviser at Lipman Burgon & Partners. He has over 11 years’ experience in wealth management and other financial services advisory roles.
Jason specialises in asset management, investment strategies, fiduciary services, tax, and estate planning. He is focused on developing relationships with clients and helping them to protect and grow wealth across generations.
Jason holds a Bachelor of Commerce and Higher Diploma in Tax Law. He holds a full Trust & Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners and is a Certified Financial Planner (CFP).
DANIEL
COLLINS
PRIVATE
WEALTH
ADVISER

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.

NILAR ALOM
ISPAHANY
PRIVATE
WEALTH
ADVISER
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).
STEPHEN
KATZENELLENBOGEN
PRIVATE
WEALTH
ADVISER

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.

DEBORAH
HARBROW
PRIVATE
WEALTH
ADVISER
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.
KRISTINE
PHAM
PRIVATE
WEALTH
ADVISER

Kristine 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.

TU ANH
DUONG
ASSOCIATE
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 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.

SANDRA
LABIO
ASSOCIATE
Sandra Labio
ASSOCIATE
Sandra is an associate at Lipman Burgon & Partners. Sandra has nearly 10 years experience in the financial services industry and has worked in advisory and client service roles in both boutique and corporate environments. She supports high-net-worth clients across all aspects of financial planning and portfolio management. Sandra is passionate about ensuring the best outcomes for clients underpinned by her established technical financial planning and analytical skills.
Sandra holds a Masters in Financial Planning, Bachelor of Business in Finance & Economics and Certified Financial Planner (CFP) designation.
JEANNIE
FENG
HEAD OF ASIA DESK
亚洲事务总监

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。

ELLIOT
LUCAS
SENIOR
INVESTMENT
ANALYST
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 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.

MARCUS
RAINERT
PORTFOLIO
ADMINISTRATOR
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 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.

LENA
YU
ACCOUNTS
MANAGER
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 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.