Matthew Bozic
Relationship Manager
Matthew is a Relationship Manager at Lipman Burgon, supporting Partners and Advisers in building long-term relationships with high-net-worth clients and their families.
At Lipman Burgon, Matthew works closely with clients and advisers to support the end-to-end client experience. His role spans client onboarding, ongoing relationship management and the coordination of day-to-day client needs across the firm.
Prior to joining the firm full-time, Matthew worked part-time at Shaw and Partners as an Adviser Assistant, supporting Lead Advisers with client documentation, portfolio rebalances, asset allocation and trade execution.
While at university, Matthew joined start-up Advance VC, building a prospective-investor database and pitch materials. As an intern at Fox & Hare, he migrated CRM data and shadowed senior advisers.
Matthew also served internships at Phoenix Property Investors, where he prepared a build-to-rent due diligence presentation for its Hong Kong Investment Committee, and at EG Funds, where he worked across its private equity arm during a capital raise.
Matthew holds a Bachelor of Economics and Bachelor of Advanced Studies from the University of Sydney, with majors in Economics and Marketing. He also completed a semester studying Economics at the University of Texas, Austin.
