Paul Burgon
Chief Executive & Chief Investment Officer | CFP®, CIMA®
Paul is Chief Executive and Chief Investment Officer at Lipman Burgon, leading the Investment and Advisory teams and serving as Lead Adviser to family offices on portfolio strategy, governance and succession.
As a founding member of the firm, Paul has shaped a culture in which governance and decision-making sit at the centre of every client relationship. He specialises in tailoring investment programs, building governance frameworks and guiding succession across generations.
With more than twenty years of experience across market cycles, and a background spanning Goldman Sachs, JBWere and Investec Private Bank, Paul brings deep expertise in multi-asset portfolio construction and allocation across public and private markets. His experience encompasses allocation modelling and manager due diligence, and his network opens access to investment opportunities that are not widely available.
Paul holds a Graduate Diploma in Financial Planning and a Master of Applied Finance from the Financial Services Institute of Australasia (FINSIA), and is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®).
For eight consecutive years, Paul has been ranked among Australia's Top 25 Financial Advisers by Barron's. In the 2025 Barron's Advisor / The Australian Top 150 Financial Advisers list, he was ranked fourth nationally and recognised as the highest-ranked adviser in New South Wales.
