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Heath Ueckermann
Partner, Private Office | CA, CFP®
Heath is a Partner at Lipman Burgon, advising private families, family offices and not-for-profit institutions.
His focus is multi-asset portfolio design, investment policy frameworks, tax structuring and succession for high-net-worth families.
Heath sits on the firm’s Investment Committee and is involved in investment due diligence and governance across client portfolios.
Before joining Lipman Burgon, Heath held roles at Macquarie Group, BT Financial Group and Ernst & Young, bringing 20 years of industry experience.
A Chartered Accountant (CA) and Certified Financial Planner (CFP®), Heath also holds a Bachelor of Commerce from the University of Western Australia.
