Minh Ta

Minh’s career spans more than a decade, beginning in tax advisory before transitioning to specialise in strategic and investment advice for high-net-worth and ultra-high-net-worth family groups at firms such as Fitzpatricks Private Wealth, Mercury Private and Viridian Financial Group.

At Lipman Burgon, Minh collaborates closely with senior advisers to design bespoke portfolios, optimising asset allocation, selecting tailored investments and maximising after-tax returns. His expertise extends to estate and succession planning, which, combined with his ability to navigate complex financial matters and build lasting relationships, has consistently driven exceptional client satisfaction and engagement.

Through his technical skills, analytical mindset and client-focused approach, Minh’s dedication to professional growth and commitment to delivering outstanding outcomes make him an asset to his team and clients alike. He also had the privilege of being mentored by some of the industry’s top-ranked advisers, an experience that has inspired him to pay it forward by mentoring the next generation to help shape the leaders of tomorrow.

Minh holds a triple Major in Accounting, Finance and Economics from the University of New South Wales, and a Graduate Diploma of Financial Planning from Kaplan Professional. He is currently pursuing his Master’s degree and a Certified Financial Planner (CFP®) designation.