Private Wealth Adviser | CFP®, SSA®
Sandra is a Private Wealth Adviser at Lipman Burgon, working across the firm’s Private Wealth and Private Office divisions. She advises high-net-worth individuals, multi-generational families, family offices and private ancillary funds on wealth management, investment strategy and portfolio construction.
With more than 12 years’ experience spanning major financial institutions and specialist private wealth firms, Sandra helps clients navigate complex financial affairs and manage wealth across generations. She works closely with clients and their professional advisers to implement tailored solutions across investment management, superannuation, retirement planning, family trusts, tax-effective wealth structuring, philanthropy and succession planning.
Sandra is recognised for her strong technical expertise and thoughtful approach to advice, helping clients make informed decisions with clarity and confidence. She is passionate about building enduring relationships and delivering strategic guidance that supports the long-term preservation and transfer of wealth.
A Certified Financial Planner (CFP®) and registered SMSF Specialist Adviser (SSA®), Sandra holds a Master of Financial Planning from Kaplan Australia and a Bachelor of Business (Finance and Economics) from the University of Technology Sydney.