Ashlen Morelli
Relationship Manager
Ashlen is a Relationship Manager at Lipman Burgon, supporting family office clients and high-net-worth families across financial planning, investment strategy and intergenerational wealth.
Ashlen works closely with Lipman Burgon Private Wealth and Lipman Burgon Private Office, supporting high-net-worth families and family office clients with tailored wealth solutions and intergenerational planning.
Passionate about empowering women in finance, Ashlen is an active contributor to Lipman Burgon’s Women, Wealth and Wisdom program, which supports and connects women across wealth, business and life. Outside of work, Ashlen plays semi-professional netball and mentors young female athletes.
Prior to joining Lipman Burgon, Ashlen gained experience across the insurance and private lending sectors, developing a sound foundation in financial services and client engagement, including expertise in residential private lending, cash flow analysis and stakeholder management. She subsequently completed an internship at Lipman Burgon before transitioning into a full-time role.
Ashlen holds a Bachelor of Business and Bachelor of Creative Intelligence and Innovation, with a major in Extended Finance, from the University of Technology Sydney. She also completed a semester studying Finance at San Diego State University, California, as part of an international exchange program and is currently completing a Graduate Diploma of Financial Planning at Kaplan Professional.
