Paul Burgon Ranks 6th in the Barron’s Top 150 Financial Advisers List 2024

We are delighted to announce that Managing Partner and Chief Investment Officer Paul Burgon has ranked #6 in the distinguished Top 150 Financial Advisers list in 2024 by Barron’s Advisor and The Australian.

2024 marks the second consecutive year in #6 position and the sixth year Paul has featured in the esteemed list of boutique wealth advisors.

This significant recognition reflects our entire team’s relentless commitment, expertise, and collaboration. Each member has consistently demonstrated dedication to serving our clients and enhancing the firm’s capabilities.

We extend our gratitude to all Lipman Burgon and Partners clients and friends for their continued trust in us and contribution to the growth and success of our firm.

You can read the full Top 150 Financial Advisers list in The Deal Magazine.

Barron’s Australia Podcast:

Paul Burgon recently joined Chris Freeman on the Barron’s Australia podcast to discuss the connection between culture, client trust, and investment outcomes. From our approach to portfolio management to the enduring relationships we build with clients, the conversation explores how our core values drive outcomes.

Podcast highlights:

1. The role of investor behaviour: Investor behaviour is key to long-term returns. Paul highlights how a strong culture and open client communication instil greater confidence in portfolios and better decision-making during volatility.
2. The value of trust: Trust is at the heart of great advice. Paul reflects on the value of being there for clients during major life transitions, offering both financial guidance and support.
3. Culture at the core: A one-team approach leads to consistent, high-quality client service. Paul touches on how a strong internal culture leads to better outcomes and long-term, meaningful client relationships.

Listen to the full podcast to hear more about the impact of culture on our work and the value we provide clients and partners alike.