Lipman Burgon & Partners is more than just your financial adviser.
We’re a partner you can trust.

Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit entities. As a true boutique, the firm is unhindered by the conflicts of growth targeting, idea turnover and product association common among larger firms.

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 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.

OUR VALUES

Our culture provides the guiding principles for every facet of the firm, from our attention to client partnerships to the transparent and collaborative way the team works.

Honesty

We have an unwavering focus on delivering advice and services that align to the interests of our clients – ethically and transparently.

Accountability

We take responsibility for delivering the results that our clients expect and deserve.

Tenacity

We set out to exceed expectations for thoroughly researched, innovative and bespoke solutions to meet our clients’ individual needs.

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

Our clients benefit from a breadth of expertise that exists within the Lipman Burgon & Partners team. A diverse set of experience and qualifications underpins our capabilities. We move well beyond industry best-practice for ethics and accreditation and strive to set the benchmark for excellence in our profession.

ROBERT LIPMAN

EXECUTIVE CHAIRMAN

PAUL BURGON

MANAGING PARTNER & CIO

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

Nandita is the Chief Operating Officer of Lipman Burgon & Partners. Working alongside the executive team, Nandita drives initiatives that optimise operations and enhance the client experience.

She is responsible for the firm’s digital transformation program and risk management processes. This dual focus is designed to scale the firm’s capabilities, client service excellence and best-practice governance frameworks.

Nandita draws from more than 15 years of experience in financial services. Most recently, she has held senior operational and product roles within asset and investment management firms. Before that, she spent 10 years at Deutsche Bank working across global markets, client service and product management roles.

Nandita holds an MBA with distinction from Macquarie Graduate School of Management (MGSM) and a Bachelor of Engineering (B.E.), with honours, from the University of Auckland.

PAUL SELIKMAN

PARTNER

HEATH UECKERMANN

Partner

JASON RADEMAN

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.

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

PRIVATE WEALTH ADVISER

DEBORAH HARBROW

PRIVATE WEALTH ADVISER

STEPHEN KATZENELLENBOGEN

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.

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

Deborah Harbrow

PRIVATE WEALTH ADVISER

Deborah brings over a decade of experience in customising investment solutions for wholesale clients, blending financial objectives with family aspirations to craft tailored strategies.

Her specialisation lies in advising multi-generational private families, offering personalised guidance in structuring, asset protection, legacy planning, and investment strategies. Deborah’s unique approach extends to providing empathetic and strategic support during difficult life transitions like separation or loss.

Trained in collaborative law, Deborah holds a Bachelor of Business Finance, a Master of Financial Planning, and is currently pursuing 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

TU ANH DUONG

ASSOCIATE

SANDRA LABIO

ASSOCIATE 

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).

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.

AARON SKOW

ASSOCIATE

Narmi Dushyanthen

ASSOCIATE

Elliot Lucas

SENIOR INVESTMENT ANALYST

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.

Narmi Dushyanthen

ASSOCIATE

Narmi is an Associate at Lipman Burgon & Partners. She currently works in our Melbourne office, supporting our Partners and Advisors, offering comprehensive support across all aspects of wealth management, for our ultra-high net worth and family office clients in Melbourne.

Prior to joining LBP, Narmi worked as a Private Wealth Associate at Commonwealth Private (CBA) and Associate Advisor at Mercer Financial Advice.

Narmi holds a Master of Commerce (Financial Planning) and Bachelor of Science and is currently completing a Graduate Diploma 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

JEANNIE FENG

HEAD OF ASIA DESK |  亚洲事务总监

ROBIN EDDIE

RELATIONSHIP MANAGER

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 from the University of NSW, a Graduate Diploma in Applied Finance and Investment from Securities Institute of Australia and 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. She is a SMSF Specialist Advisor (SSA®) from the SMSF Association.

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) 商业学士学位,应用金融与投资研究生文凭,以及金融财务规划硕士学位。Jeannie 是自我管理养老基金协会 (SMSF Association) 的专家顾问SSA®。

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

MARCUS RAINERT

PORTFOLIO ADMINISTRATOR

MITCHELL JAMES

PORTFOLIO ADMINISTRATOR

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

LENA YU

ACCOUNTS MANAGER

NUALA SMITH

OFFICE MANAGER

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.

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.

NANDITA
ALVA

CHIEF

OPERATING

OFFICER

 

 

Nandita Alva

CHIEF OPERATING OFFICER

Nandita is the Chief Operating Officer of Lipman Burgon & Partners. Working alongside the executive team, Nandita drives initiatives that optimise operations and enhance the client experience.

She is responsible for the firm’s digital transformation program and risk management processes. This dual focus is designed to scale the firm’s capabilities, client service excellence and best-practice governance frameworks.

Nandita draws from more than 15 years of experience in financial services. Most recently, she has held senior operational and product roles within asset and investment management firms. Before that, she spent 10 years at Deutsche Bank working across global markets, client service and product management roles.

Nandita holds an MBA with distinction from Macquarie Graduate School of Management (MGSM) and a Bachelor of Engineering (B.E.), with honours, from the University of Auckland.

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.

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.

JASON
RADEMAN

PARTNER

Jason Rademan

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

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.

Thereafter, Daniel began his career in finance at a reputable FTSE100 wealth management firm and holds a Bachelor of Accounting & Finance (Hons), Masters in Financial Planning, and is 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 brings over a decade of experience in customising investment solutions for wholesale clients, blending financial objectives with family aspirations to craft tailored strategies.

Her specialisation lies in advising multi-generational private families, offering personalised guidance in structuring, asset protection, legacy planning, and investment strategies. Deborah’s unique approach extends to providing empathetic and strategic support during difficult life transitions like separation or loss.

Trained in collaborative law, Deborah holds a Bachelor of Business Finance, a Master of Financial Planning, and is currently pursuing 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.

NARMI
DUSHYANTHEN

ASSOCIATE

Narmi Dushyanthen

ASSOCIATE

Narmi is an Associate at Lipman Burgon & Partners. She currently works in our Melbourne office, supporting our Partners and Advisors, offering comprehensive support across all aspects of wealth management, for our ultra-high net worth and family office clients in Melbourne.

Prior to joining LBP, Narmi worked as a Private Wealth Associate at Commonwealth Private (CBA) and Associate Advisor at Mercer Financial Advice.

Narmi holds a Master of Commerce (Financial Planning) and Bachelor of Science and is currently completing a Graduate Diploma of Financial Planning.

 

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 from the University of NSW, a Graduate Diploma in Applied Finance and Investment from Securities Institute of Australia and 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. She is a SMSF Specialist Advisor (SSA®) from the SMSF Association.

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) 商业学士学位,应用金融与投资研究生文凭,以及金融财务规划硕士学位。Jeannie 是自我管理养老基金协会 (SMSF Association) 的专家顾问SSA®。

Jeannie 能说流利的英语和普通话。

robin
Eddie

relationship

manager

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 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.

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.

Rupert
Currie

PORTFOLIO

ADMINISTRATOR

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 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.