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.

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In the Media

Who can you trust? 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

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.

Paul Burgon

Managing Director

Robert Lipman

Executive Chairman

Paul Burgon, CFP, CIMA

Managing Director

With extensive experience in private wealth management for respected investment houses such as Goldman Sachs JBWere and Investec Bank (Australia), Paul is widely recognised for his strong relationships with clients and expertise in wealth structuring, investment management, executive remuneration, philanthropy and intergenerational wealth transfer.

 

His academic qualifications include a Graduate Diploma in Financial Planning and a Master of Applied Finance, in which he graduated in the top 5 per cent nationally. Paul also holds the Certified Financial Planner and Certified Investment Management Analyst designations, which are global symbols of excellence, representing the highest achievement within the profession.

 

In 2018, Paul received the honour of being listed among Australia’s Top 10 Financial Advisers by US financial investment publication Barron’s.

 

When he is away from the office, Paul enjoys cycling and spending time with his young family.

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.

 

In his spare time, Robert is a passionate photographer and keen golfer.

Nick Valcas

Investment Specialist

Alex Pikoulas

Chief Investment Officer

Heath Ueckermann

PRIVATE WEALTH ADVISER

Nick Valcas, SA Fin

Investment Specialist

Nick holds a Bachelor of Business (Banking & Finance) and is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).

 

Nick has over 30 years’ experience in financial markets, with expertise in strategic asset allocation, equity portfolio construction, portfolio risk analytics, portfolio exposure management, and quantitative and financial modeling. Prior to joining Lipman Burgon & Partners, Nick was a Senior Analyst at BT Financial Group and Mainstreet Financial Group, a Quantitative and Industrial Analyst at ASSIRT Equities, and an Equity Portfolio Manager at Australian Casualty & Life and Royal & Sun Alliance.

 

In his spare time, Nick enjoys swimming, cycling and golf.

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. Outside of the office Alex has a love of the outdoors, whether it be running stairs in Sydney’s Botanical Gardens, boxing, surfing, or camping with his young family.

Heath Ueckermann, CA, CFP

PRIVATE WEALTH ADVISER

Heath is a Chartered Accountant with 15 years’ experience in the financial services industry. He has worked for respected institutions such as BT Financial Group, Ernst & Young and Macquarie Bank, where he was an Associate Director.

 

Heath has completed the Certified Financial Planner (CFP) designation, which is the global symbol of excellence in financial planning. He has now enrolled in the Certified Investment Management Analyst (CIMA) program.

 

Heath’s experience covers tax legislation, funds management and the workings of boutique and institutional financial service businesses. An ardent believer in the importance of obtaining sound advice, Heath combines his passion for the financial advice profession with a genuine interest in his clients’ personal needs and goals.

 

Outside of the office Heath enjoys spending time with family and friends. He also loves travelling and keeps active on Manly beach.

Nilar Alom Ispahany

PRIVATE WEALTH ADVISER

Paul Selikman

Private Wealth Adviser

Tu Anh Duong

SENIOR RELATIONSHIP MANAGER

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.

 

Outside of office, Nilar enjoys spending time with family and friends, travelling, keeping fit and healthy and trekking

Paul Selikman, CA

Private Wealth Adviser

Paul has over 7 years’ experience in private wealth management, including working for the Lowy Family Office in their investment team and managing one of their global charitable organisations.

 

Paul is a Certified Practising Accountant (CPA) and holds both a Bachelor of Business Administration and a Bachelor of Commerce Accounting degree. He has a Diploma of Financial Planning (DFP) and is currently enrolled in the Certified Financial Planner (CFP) course, which is the global symbol of excellence in financial planning.

 

Paul has extensive experience in portfolio management, a passion for the wealth management industry and is focused on providing outstanding results for his clients.

 

Outside of work, Paul enjoys spending time with his young family, travelling, following rugby and cricket and playing golf.

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.

 

Outside of the office, Tu Anh enjoys spending time with her family and friends. She also likes the outdoors, food and travelling.

Suzanne Ha

Relationship Manager

Kelly Song

Relationship Manager

Daniel Collins

Portfolio Administrator

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.

 

Outside of work, Suzanne enjoys spending time with her family, trying new restaurants, cooking and travel.

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.

 

Outside of work, Kelly enjoys keeping fit, travel, and spending time with family and friends.

Daniel Collins

Portfolio Administrator

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.

 

Outside of football, Daniel enjoys a busy lifestyle with his friends and family, spending time surfing, hiking, camping and travelling.

Alyssa Doherty

PRACTICE MANAGER

Alyssa Doherty

PRACTICE 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.

 

Outside of championing efficient business processes, Alyssa enjoys the beauty of the Australian bush, playing golf, and nurturing her family and garden.

Paul
Burgon

MANAGING DIRECTOR

Paul Burgon

CFP, CIMA
MANAGING DIRECTOR

With extensive experience in private wealth management for respected investment houses such as Goldman Sachs JBWere and Investec Bank (Australia), Paul is widely recognised for his strong relationships with clients and expertise in wealth structuring, investment management, executive remuneration, philanthropy and intergenerational wealth transfer.

His academic qualifications include a Graduate Diploma in Financial Planning and a Master of Applied Finance, in which he graduated in the top 5 per cent nationally. Paul also holds the Certified Financial Planner and Certified Investment Management Analyst designations, which are global symbols of excellence, representing the highest achievement within the profession.

In 2018, Paul received the honour of being listed among Australia’s Top 10 Financial Advisers by US financial investment publication Barron’s.
When he is away from the office, Paul enjoys cycling and spending time with his young family.

 

close
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.

In his spare time, Robert is a passionate photographer and keen golfer.

 

close
Nick
Valcas

Investment

Specialist

Nick Valcas

SA Fin
Investment Specialist

Nick holds a Bachelor of Business (Banking & Finance) and is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).

Nick has over 30 years’ experience in financial markets, with expertise in strategic asset allocation, equity portfolio construction, portfolio risk analytics, portfolio exposure management, and quantitative and financial modeling. Prior to joining Lipman Burgon & Partners, Nick was a Senior Analyst at BT Financial Group and Mainstreet Financial Group, a Quantitative and Industrial Analyst at ASSIRT Equities, and an Equity Portfolio Manager at Australian Casualty & Life and Royal & Sun Alliance.

In his spare time, Nick enjoys swimming, cycling and golf.

 

close
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. Outside of the office Alex has a love of the outdoors, whether it be running stairs in Sydney’s Botanical Gardens, boxing, surfing, or camping with his young family.

 

close
Heath
Ueckermann

Private

Wealth

Adviser

Heath Ueckermann

CA, CFP
Private Wealth Adviser

Heath is a Chartered Accountant with 15 years’ experience in the financial services industry. He has worked for respected institutions such as BT Financial Group, Ernst & Young and Macquarie Bank, where he was an Associate Director.

Heath has completed the Certified Financial Planner (CFP) designation, which is the global symbol of excellence in financial planning. He has now enrolled in the Certified Investment Management Analyst (CIMA) program.

Heath’s experience covers tax legislation, funds management and the workings of boutique and institutional financial service businesses. An ardent believer in the importance of obtaining sound advice, Heath combines his passion for the financial advice profession with a genuine interest in his clients’ personal needs and goals.

Outside of the office Heath enjoys spending time with family and friends. He also loves travelling and keeps active on Manly beach.

 

close
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.

Outside of office, Nilar enjoys spending time with family and friends, travelling, keeping fit and healthy and trekking.

 

close
Paul
Selikman

Private

Wealth

Adviser

Paul Selikman

CA
Private Wealth Adviser

Paul has over 7 years’ experience in private wealth management, including working for the Lowy Family Office in their investment team and managing one of their global charitable organisations.

Paul is a Certified Practising Accountant (CPA) and holds both a Bachelor of Business Administration and a Bachelor of Commerce Accounting degree. He has a Diploma of Financial Planning (DFP) and is currently enrolled in the Certified Financial Planner (CFP) course, which is the global symbol of excellence in financial planning.

Paul has extensive experience in portfolio management, a passion for the wealth management industry and is focused on providing outstanding results for his clients.

Outside of work, Paul enjoys spending time with his young family, travelling, following rugby and cricket and playing golf.

 

close
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.

Outside of the office, Tu Anh enjoys spending time with her family and friends. She also likes the outdoors, food and travelling.

 

close
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.

Outside of work, Suzanne enjoys spending time with her family, trying new restaurants, cooking and travel.

 

close
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.

Outside of work, Kelly enjoys keeping fit, travel, and spending time with family and friends.

 

close
Daniel
Collins

Portfolio

Administrator

Daniel Collins

Portfolio Administrator

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.

Outside of football, Daniel enjoys a busy lifestyle with his friends and family, spending time surfing, hiking, camping and travelling.

 

close
Alyssa
Doherty

Practice

Manager

Alyssa Doherty

Practice 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.

Outside of championing efficient business processes, Alyssa enjoys the beauty of the Australian bush, playing golf, and nurturing her family and garden.

 

close