Private Wealth Adviser
Denis is a Private Wealth Adviser at Lipman Burgon, working with wholesale, high-net-worth families to deliver tailored investment advice, strategic planning and entity structuring solutions.
He assists clients with investment selection, superannuation strategy and entity structuring, with a particular emphasis on helping clients navigate complex financial structures and long-term wealth preservation.
Prior to joining Lipman Burgon, Denis worked across the advice industry, most recently at Evans & Partners, where he assisted with the management and administration of a range of high-net-worth families, not-for-profits and Family Office clients.
Denis was drawn to join Lipman Burgon by the opportunity to work closely with a select group of high-net-worth families, guiding them through the complexity of their financial affairs and building long-term relationships as a trusted adviser.
Denis holds a Bachelor of Commerce from the University of New South Wales and a Graduate Diploma in Financial Planning from Kaplan Professional. He is currently completing a Master of Financial Planning with Kaplan.