Robert Lipman, CA

EXECUTIVE CHAIRMAN

Robert is regarded as one of Australia’s leading financial advisers. In addition to establishing Lipman Burgon & Partners, he founded the wealth management practices of Towers Perrin, Ord Minnett and Investec Bank (Australia) in the 1990s and early 2000s.

Robert is the chairman of Lipman Burgon & Partners Investment Committee, and provides strategic and investment advice to many of Australia’s leading corporate executives, public company directors and affluent families. His commitment to his clients is absolute. He remains dedicated to helping his clients achieve their individual, family and business goals.

Robert is a Chartered Accountant (CA) and has been recognised as a financial planning specialist by the Institute of Chartered Accountants.

Paul Burgon, CFP, CIMA

MANAGING PARTNER

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

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

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

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

Anastassia Juventin

CHIEF INVESTMENT OFFICER

Anastassia is the Chief Investment Officer at Lipman Burgon & Partners with deep expertise in multi-asset portfolio management. Prior to joining the firm, Anastassia was a Portfolio Manager for Hedge Funds & Alternative Strategies at AMP Capital in Sydney. With a background in diversified portfolio construction and manager research, Anastassia previously spent four years at BT Funds Management in Auckland, where she pioneered its responsible investing framework and worked across alternative investments and portfolio management. Before that, she worked in the wealth management arm of Craigs Investment Partners in New Zealand.

Anastassia graduated with a Master of Commerce in Economics and Finance from the University of Auckland and has completed levels 1 and 2 of the CFA program. She is active in supporting the development of current and aspiring investment professionals, having been an Education Committee member of The Alternative Investment Management Association (AIMA) and a mentor for the UNSW Finance and Banking Society and University of Auckland Business School Women’s Mentoring Programme.

Edward Jewell-Tait

BOARD ADVISOR

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

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

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

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, 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.

Alyssa Doherty

OPERATIONS MANAGER

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

Alyssa holds a Bachelor of Business in Financial Planning and a Masters in Business Administration (MBA). 

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).

Deborah Harbrow

PRIVATE WEALTH ADVISER

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

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

DANIEL COLLINS

PRIVATE WEALTH ADVISER

Daniel is a private wealth adviser at Lipman Burgon & Partners supporting high-net-worth individuals, families, companies and for purpose organisations across all aspects of financial planning and portfolio management.

Prior to joining LBP, Daniel lived and worked in the UK as a professional sportsman while simultaneously completing an honours degree and thereafter transitioning to represent a reputable FTSE100 wealth management firm.  

Daniel holds a Bachelor of Accounting & Finance and is completing a Masters qualification.

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.

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).

Kristine Pham

ASSOCIATE

Kristine is an associate at Lipman Burgon & Partners. With over 6 years’ experience in the financial services industry, she has worked with boutique firms based in Sydney with diverse client bases. Kristine specialises in tax structuring and asset protection, legacy planning, and investment services for organisations and families. She also enjoys building professional relationships to help achieve the best outcomes for clients.

Kristine holds a Bachelor of Commerce in Finance & Marketing, Advanced Diploma in Financial Planning and is studying towards completing a Certified Financial Planner (CFP) designation.

Cooper Harris

INVESTMENT ANALYST

Cooper is an investment analyst at Lipman Burgon & Partners. In this role, he works closely with our Chief Investment Officer supporting the investment team. Prior to joining the firm, Cooper gained experience as an Equity Research Analyst in Funds Management. Cooper is also passionate about Rugby, playing in Sydney’s Shute Shield competition for Southern Districts Rugby Club.

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

Suzanne Ha

SENIOR RELATIONSHIP MANAGER

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

Suzanne holds a Graduate Diploma of Financial Planning and a Master of Applied Finance.

Aaron Skow

SENIOR RELATIONSHIP MANAGER

Aaron is a senior relationship manager at Lipman Burgon & Partners. He supports high-net-wealth clients across all aspects of financial planning and portfolio management. Prior to joining LBP, Aaron worked as a paraplanner for two financial planning practices and did so whilst completing his undergraduate studies.

Aaron has over four years of industry experience in addition to excellent academic performance. Aaron has a Bachelor of Applied Finance with a Bachelor of Economics and is currently undertaking a Master of Financial Planning. Aaron was recently nominated as a finalist for the 2021 Financial Planning Australia (FPA) University Student of the Year award and intends to become a private wealth adviser upon the completion of his studies.

Sandra Labio

SENIOR RELATIONSHIP MANAGER

Sandra is a senior relationship manager at Lipman Burgon & Partners. With over 7 years’ experience in the financial services industry, she 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 and a Bachelor of Business in Finance & Economics.

Maude Simard-Cournoyer

Relationship Manager

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

Maude is currently undertaking an International Business Management degree and plans to complete additional studies in financial services. 

Jeannie Feng

Relationship Manager

Jeannie is a relationship manager at Lipman Burgon & Partners. She has over 10 years’ experience in the wealth management sector in both technical and paraplanning roles. She is dedicated to supporting the clients and advisers of the firm and enjoys building professional relationships to provide optimal outcomes for all stakeholders.

Jeannie has a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment, and is currently undertaking a Masters in Financial Planning.

Nick Tait

PORTFOLIO ADMINISTRATOR

Nick is a portfolio administrator with Lipman Burgon & Partners. He is responsible for supporting the advisory team and clients with their admininstration and reporting needs.

Nick has completed tertiary studies and is exploring a career in financial services.

Lachlan Lowick

PORTFOLIO ADMINISTRATOR

Lachlan is a portfolio administrator with Lipman Burgon & Partners. He is responsible for supporting the advisory team and clients with their admininstration and reporting needs.

Lachlan has completed a Bachelor of Business (Finance) and looks fowrard 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.

Tracey Porter

OFFICE CO-ORDINATOR

Tracey is the Office Co-ordinator at Lipman Burgon & Partners. Prior to joining the firm, she worked for Macquarie Bank as a Senior Associate in Guest Relations and enjoys going above and beyond to ensure a smooth, seamless client experience. Tracey lived in France for over 30 years where she completed a degree in Tourism and taught English at university level. Her global experience and passion for client service brings a welcome experience for Lipman Burgon clients. .