Andrew Ioannides
Relationship Manager
Andrew is a Relationship Manager at Lipman Burgon, supporting Partners and Advisers with tailored strategies for high-net-worth and ultra-high-net-worth clients, including family offices.
Andrew brings holistic financial planning experience, with a strong focus on designing bespoke portfolios, optimising asset allocation, selecting tailored investments and maximising after-tax returns.
His expertise extends to SMSF and financial structures such as trusts, companies and foundations, which, combined with his ability to navigate complex financial matters and build lasting relationships, consistently drives exceptional client satisfaction and engagement.
Prior to joining the firm, Andrew worked for more than two years as an Associate Advisor at Navigate Advisory, gaining experience across the full suite of financial advisory and wealth planning strategies, including working with SMSF, trust strategies, risk advice, superannuation and investments.
Andrew holds a double degree in Commerce and Actuary, majoring in Finance, from the University of New South Wales and a Graduate Diploma of Financial Planning from Kaplan Professional.
Andrew is actively engaged across public and private markets to support well-informed investment decisions for our clients. He is currently pursuing his Professional Year and has passed his ASIC Financial Adviser Exam.
