Jeannie Feng

Jeannie brings more than 16 years of experience in wealth management and private banking, providing tailored investment advice to Asian high-net-worth individuals and families investing in Australia, and designing diversified multi-asset portfolios that support long-term capital growth and wealth preservation.

Jeannie works with clients on comprehensive succession planning and intergenerational wealth transfer, helping preserve and pass on family legacy. She also mentors for the Emerald Touchstone Program, supporting next-generation talent through financial education and career development.

Fluent in English, Mandarin and Shanghainese, Jeannie’s multicultural background brings a unique dimension to her professional perspective at Lipman Burgon. Originally from China, she immigrated to Australia at a young age and has developed a deep understanding of both Eastern and Western cultures. Her global outlook was further enriched by the 11 years she spent living overseas in South Africa and Germany. These diverse experiences have shaped her ability to connect with clients across cultures with empathy and insight.

Jeannie holds a Bachelor of Commerce from the University of New South Wales, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and a Master of Financial Planning from Kaplan Professional, where she was National Dux of the Master of Financial Planning in 2024. She also received Kaplan’s 2023 National Subject Award for the highest mark in Taxation for Financial Planning. Jeannie is a Certified Financial Planner (CFP®) and an SMSF Specialist Advisor (SSA®) accredited by the SMSF Association.