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 $1 billion in assets on behalf of individuals and families, associations, charitable trusts and foundations.

Our practice was established as the wealth advisory arm of Investec Bank (Australia). In 2011, our founders Robert Lipman and Paul Burgon acquired the business from Investec to form Robert Lipman & Associates. The firm was renamed Lipman Burgon & Partners in 2015 to reflect its growing size and management depth.

We are a business built around people and we take immense pride in the deep personal relationships we have forged with our clients over many years. From sophisticated investment management to asset protection, tax structuring and estate planning, we offer a holistic service that is tailored to our clients’ unique needs and aspirations.

In the Media

Barron’s Top 50 Financial Advisers

Ethically Positioned Boutique Advice Firm

Lipman Burgon & Partners appoints JP Morgan’s Alex Pikoulas to new Investment Centre of Excellence

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

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 PARTNER

EDWARD JEWELL-TAIT

BOARD ADVISOR

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.

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 of experience in financial markets, with specific expertise in derivatives, funds management and private banking. He spent most of his career at Macquarie Bank with his last role as an Executive Director and Head of the Institutional Funds Management Division. More recently Edward was the CEO of the Private Bank for Credit Suisse in Australia. Currently Edward acts as an investment fiduciary for several substantial Australian family offices.

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 BA in economics from the University of Western Australia and a Graduate Diploma in Applied Finance from the Securities Institute of Australia. Edward is a Member of the Australian Institute of Company Directors and a Fellow of the Financial Services Institute of Australia.

ALEX PIKOULAS

CHIEF INVESTMENT OFFICER

ALYSSA DOHERTY

OPERATIONS MANAGER

HEATH UECKERMANN

PARTNER

Alex Pikoulas, CFA

CHIEF INVESTMENT OFFICER

Alex has over twenty years of financial markets experience within leading global investment banks, where he advised institutional fund managers from around the world on their Australian investments. Prior to joining Lipman Burgon & Partners, Alex was an Executive Director within the Australian equities business of JP Morgan. Alex has a deeply fundamental and analytical skill set having spent a significant portion of his career as an equity analyst, including as a member of Australia’s number one rated Banks research team at JP Morgan. Alex’s long career in financial markets has built a broad network of strong relationships with portfolio managers, corporations, brokers and bankers, which helps deliver the best opportunities and insights to clients of Lipman Burgon & Partners.

Alex is passionate about bringing institutional grade investment solutions to high net worth individuals, and raising the bar within the private wealth management arena. As Chief Investment Officer at Lipman Burgon & Partners Alex brings a wealth of knowledge on global financial markets across asset allocation (strategic and tactical), fund manager selection, risk management, and financial analysis. This knowledge and experience contributes to the differentiated level of sophistication of the Lipman Burgon & Partners investment offering, delivering superior risk adjusted returns for clients.

Alex holds a Bachelor of Economics from The Australian National University, and is a Chartered Financial Analyst charter holder. 

Alyssa Doherty

OPERATIONS MANAGER

Alyssa has over 15 years experience in financial services. She holds a Bachelor of Business (Financial Planning)(Distinction) and is currently completing an MBA. Her broad experience in financial services spans across being an adviser, auditor, business development 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.

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

PRIVATE WEALTH ADVISER

PAUL SELIKMAN

PRIVATE WEALTH ADVISER

DEBORAH HARBROW

PRIVATE WEALTH ADVISER

Nilar Alom Ispahany, CFP

PRIVATE WEALTH ADVISER

Nilar holds a Bachelor of Science and a Bachelor Commerce (Finance & Accounting). Nilar has over 9 years’ experience in the financial services industry, including working at Macquarie Bank in their Corporate & Asset Management division.

Nilar is a Certified Financial Planner (CFP), 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.

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 has 8 years of experience in Wealth Management. Her career background includes working for Macquarie Bank and Koda Capital advising and servicing Private Clients and Not for Profit and For Purpose organisations. Deborah has a deep understanding of differentiated investment offerings for wholesale clients and is passionate about helping her clients integrate their financial and family objectives. Throughout her career, Deborah has excelled in forming and maintaining deep relationships with her clients and prides herself on delivering proactive bespoke financial strategies.

Deborah holds a Bachelor of Business Finance Degree and a Diploma of Financial Planning (DFP) and is working towards completing the Certified Financial Planner (CFP) course, which is the global symbol of excellence in financial planning.

TU ANH DUONG

SENIOR RELATIONSHIP MANAGER

SUZANNE HA

RELATIONSHIP MANAGER

KELLY SONG

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.

Suzanne Ha

RELATIONSHIP MANAGER

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.

Kelly Song

RELATIONSHIP MANAGER

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.

DANIEL COLLINS

RELATIONSHIP MANAGER

MAUDE SIMARD-COURNOYER

OFFICE MANAGER

LENA YU

ACCOUNTS MANAGER

DANIEL COLLINS

RELATIONSHIP MANAGER

Daniel was Captain of the 2013 Australian Schools U19 Football Team, which led to a 5 year career in the UK as a professional football player. During his playing career in the UK, Daniel completed his studies and graduated with a BA majoring in Accounting & Finance (1st class honours).

Daniel then commenced his career in financial planning as a paraplanner for a reputable British wealth management firm, before returning to Australia in early 2018, and joining Lipman Burgon & Partners as a Portfolio Administrator.

Maude Simard-Cournoyer

OFFICE MANAGER

Maude is currently undertaking an International Business Management degree in the desire to expand her knowledge in leadership and communications. Prior working at Lipman Burgon, Maude has worked in Private Banking, more specifically in Client Management Services. She excels in customer service and believes it is the key to maintaining high levels of loyalty and client satisfaction.

Lena Yu

ACCOUNTS MANAGER

Lena is a Certified Public Accountant (CPA) and holds a Bachelor of Commerce Accounting and finance degree from UNSW. Lena joined Lipman Burgon and Partners in early 2019 and has over 6 years` experience in accounting and taxation, including working at KPMG and RSM as a Senior Tax Associate. Lena`s experience covers tax compliance services, transfer pricing and financial reporting.

Paul
Burgon

MANAGING PARTNER

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

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.

EDWARD
JEWELL-TAIT

BOARD

ADVISOR

Edward Jewell-Tait

BOARD ADVISOR

Edward has over 40 years of experience in financial markets, with specific expertise in derivatives, funds management and private banking. He spent most of his career at Macquarie Bank with his last role as an Executive Director and Head of the Institutional Funds Management Division. More recently Edward was the CEO of the Private Bank for Credit Suisse in Australia. Currently Edward acts as an investment fiduciary for several substantial Australian family offices.

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 BA in economics from the University of Western Australia and a Graduate Diploma in Applied Finance from the Securities Institute of Australia. Edward is a Member of the Australian Institute of Company Directors and a Fellow of the Financial Services Institute of Australia.

ALEX
PIKOULAS

CHIEF
INVESTMENT
OFFICER

Alex Pikoulas

CFA
CHIEF INVESTMENT OFFICER

Alex has over twenty years of financial markets experience within leading global investment banks, where he advised institutional fund managers from around the world on their Australian investments. Prior to joining Lipman Burgon & Partners, Alex was an Executive Director within the Australian equities business of JP Morgan. Alex has a deeply fundamental and analytical skill set having spent a significant portion of his career as an equity analyst, including as a member of Australia’s number one rated Banks research team at JP Morgan. Alex’s long career in financial markets has built a broad network of strong relationships with portfolio managers, corporations, brokers and bankers, which helps deliver the best opportunities and insights to clients of Lipman Burgon & Partners.

Alex is passionate about bringing institutional grade investment solutions to high net worth individuals, and raising the bar within the private wealth management arena. As Chief Investment Officer at Lipman Burgon & Partners Alex brings a wealth of knowledge on global financial markets across asset allocation (strategic and tactical), fund manager selection, risk management, and financial analysis. This knowledge and experience contributes to the differentiated level of sophistication of the Lipman Burgon & Partners investment offering, delivering superior risk adjusted returns for clients.

Alex holds a Bachelor of Economics from The Australian National University, and is a Chartered Financial Analyst charter holder. 

ALYSSA
DOHERTY

OPERATIONS

MANAGER

Alyssa Doherty

OPERATIONS 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.

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.

NILAR ALOM
ISPAHANY

PRIVATE

WEALTH

ADVISER

Nilar Alom Ispahany

CFP
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.

PAUL
SELIKMAN

PRIVATE
WEALTH
ADVISER

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 specalises 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 Harbrow

PRIVATE WEALTH ADVISER

Deborah has 8 years of experience in Wealth Management. Her career background includes working for Macquarie Bank and Koda Capital advising and servicing Private Clients and Not for Profit and For Purpose organisations. Deborah has a deep understanding of differentiated investment offerings for wholesale clients and is passionate about helping her clients integrate their financial and family objectives. Throughout her career, Deborah has excelled in forming and maintaining deep relationships with her clients and prides herself on delivering proactive bespoke financial strategies.

Deborah holds a Bachelor of Business Finance Degree and a Diploma of Financial Planning (DFP) and is working towards completing the Certified Financial Planner (CFP) course, which is the global symbol of excellence in financial planning.

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.

SUZANNE
HA

RELATIONSHIP
MANAGER

Suzanne Ha

RELATIONSHIP MANAGER

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.

KELLY
SONG

RELATIONSHIP
MANAGER

Kelly Song

RELATIONSHIP MANAGER

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.

DANIEL
COLLINS

RELATIONSHIP
MANAGER

Daniel Collins

RELATIONSHIP MANAGER

Daniel was Captain of the 2013 Australian Schools U19 Football Team, which led to a 5 year career in the UK as a professional football player. During his playing career in the UK, Daniel completed his studies and graduated with a BA majoring in Accounting & Finance (1st class honours).

Daniel then commenced his career in financial planning as a paraplanner for a reputable British wealth management firm, before returning to Australia in early 2018, and joining Lipman Burgon & Partners as a Portfolio Administrator.

MAUDE
SIMARD-COURNOYER

OFFICE
MANAGER

Maude Simard-Cournoyer

OFFICE MANAGER

Maude is currently undertaking an International Business Management degree in the desire to expand her knowledge in leadership and communications. Prior working at Lipman Burgon, Maude has worked in Private Banking, more specifically in Client Management Services. She excels in customer service and believes it is the key to maintaining high levels of loyalty and client satisfaction.

LENA
YU

ACCOUNTS
MANAGER

Lena Yu

ACCOUNTS MANAGER

Lena is a Certified Public Accountant (CPA) and holds a Bachelor of Commerce Accounting and finance degree from UNSW. Lena joined Lipman Burgon and Partners in early 2019 and has over 6 years` experience in accounting and taxation, including working at KPMG and RSM as a Senior Tax Associate. Lena`s experience covers tax compliance services, transfer pricing and financial reporting.