Meet the Team

Robert Lipman

Non-Executive Chairman

Robert co-founded what is now Lipman Burgon, following the management buyout of Investec Bank’s Australian wealth management business. He led the firm as Chief Executive before moving to Executive Chairman and, subsequently, to Non-Executive Chairman.

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.

Nandita Alva

Partner & Chief Operating Officer

Nandita is a Partner and Chief Operating Officer at Lipman Burgon, and a member of the firm’s Executive team, overseeing Marketing & Events, People & Culture, Finance, Operations, Technology, Digital Transformation and Risk Management.

Paul Selikman

Partner, Private Office | CPA, CFP®

Paul is a Partner at Lipman Burgon, advising high-net-worth families and family offices on complex, multi-generational and multi-asset investment portfolios.

Heath Ueckermann

Partner, Private Office | CA, CFP®

Heath is a Partner at Lipman Burgon, advising private families, family offices and not-for-profit institutions.

Jason Rademan

Partner, Private Office | CFP®, TEP

Jason is a Partner at Lipman Burgon, working with complex high-net-worth clients, multi-generational families and Family Offices whose needs extend beyond investment management.

Keith Drewery

Principal, Private Office & For Purpose

Keith is Principal, Private Office and For Purpose at Lipman Burgon, advising families on integrated service design, governance and long-term stewardship across generations.

Joanna Sun

Head of Family Office Design | ACFBA, ACFWA

Joanna is Head of Family Office Design at Lipman Burgon Private Office, guiding multi-generational families on succession, governance and legacy preservation across cultures and generations.

Jason Coggins

Independent Member, Investment Committee

Jason is an Independent Member of Lipman Burgon’s Investment Committee, bringing more than 20 years of experience in investment strategy, asset allocation and governance across private wealth, family office and philanthropic portfolios.

Andrew Batsakis

Independent Member, Investment Committee

Andrew is an Independent Member of Lipman Burgon’s Investment Committee, bringing two decades of institutional investment experience across private equity, venture capital and alternative assets.

Deborah Harbrow

Private Wealth Adviser

Deborah is a Private Wealth Adviser at Lipman Burgon, advising multi-generational families on investment strategy, asset protection and intergenerational wealth transfer, including through major life transitions.

Jeannie Feng

Head of Asia Desk & Private Wealth Adviser | CFP®, SSA®

Jeannie leads the Asia Desk at Lipman Burgon, advising complex Asian high-net-worth individuals, families and multi-generational family offices investing in Australia on portfolio design, structuring and succession planning.

Stephen Katzenellenbogen

Principal Adviser | CFP®

Stephen is a Principal Adviser at Lipman Burgon, advising high-net-worth and ultra-high-net-worth individuals, families, trusts, companies and not-for-profit entities on investment strategy and long-term wealth management.

Daniel Collins

Private Wealth Adviser | CFP®

Daniel is a Private Wealth Adviser at Lipman Burgon, partnering with ascending family offices, founders, for purpose organisations and ultra-high-net-worth families across the firm’s Not-For-Profit and For Purpose Team.

Rakesh Daryanani

Private Wealth Adviser

Rakesh is a Private Wealth Adviser at Lipman Burgon, advising high-net-worth families, family offices and not-for-profit organisations on tailored, long-term investment strategy.

Sandra Labio

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.

Aaron Skow

Private Wealth Adviser | SSA®

Aaron is a Private Wealth Adviser at Lipman Burgon, advising high-net-worth individuals, family offices and not-for-profit organisations.

Denis Mulya

Private Wealth Adviser

Denis is a Private Wealth Adviser at Lipman Burgon, working with wholesale, high-net-worth families to deliver tailored investment advice, strategic planning and entity structuring solutions.

Tu Anh Duong

Associate

Tu Anh is an Associate at Lipman Burgon, supporting high-net-worth clients across all aspects of financial planning and portfolio management.

Justin Fulop

Relationship Manager

Justin is a Relationship Manager at Lipman Burgon, based in Melbourne, supporting Partners and Advisers in delivering tailored wealth strategies to high-net-worth individuals and families.

Minh Ta

Associate

Minh is an Associate at Lipman Burgon, supporting high-net-worth family groups with strategic financial and investment advice.

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.

Andrew Ioannides

Relationship Manager

Andrew is a Relationship Manager at Lipman Burgon, supporting Partners and Advisers with tailored strategies for high-net-worth and ultra-high-net-worth clients, including family offices.

Snehaa Sathish Kumar

Relationship Manager

Snehaa is a Relationship Manager at Lipman Burgon, working with Partners and Advisers to deliver tailored solutions for private clients, family offices and not-for-profit organisations.

Jessie Guo

Relationship Manager

Jessie is a Relationship Manager within the Private Wealth division at Lipman Burgon, supporting high-net-worth clients with tailored wealth solutions.

Ashlen Morelli

Relationship Manager

Ashlen is a Relationship Manager at Lipman Burgon, supporting family office clients and high-net-worth families across financial planning, investment strategy and intergenerational wealth.

Elliot Lucas

Director of Investment Research | CFA

Elliot is Director of Investment Research at Lipman Burgon, where he owns the firm’s research agenda, investment philosophy, expected returns framework and asset allocation proposals.

Alexa Bablusha

Senior Investment Analyst | CMSA

Alexa is a Senior Investment Analyst at Lipman Burgon, where she focuses on detailed investment analysis, manager selection, portfolio construction and asset allocation.

Sid Raghuraman

Senior Investment Analyst | CFA

Sid is a Senior Investment Analyst at Lipman Burgon, responsible for manager research, portfolio construction and asset allocation across public and private asset classes.

Mitchell James

Investment Analyst

Mitchell is an Investment Analyst at Lipman Burgon, where he focuses on manager research and due diligence.

Gráinne Gaffney

Human Resources Director

Gráinne is Human Resources Director at Lipman Burgon, bringing senior people-strategy experience across leadership development, talent and organisational transformation.

Amy Hunt

Senior Marketing Manager

Amy is Senior Marketing Manager at Lipman Burgon, leading Marketing across client-facing channels.

Marcus Rainert

Client Service Lead

Marcus is Client Service Lead at Lipman Burgon, leading the firm’s client service team while also maintaining bespoke relationships with high-net-worth clients and their families.

Nuala Smith

Marketing & Events Coordinator

Nuala is the Marketing & Events Coordinator at Lipman Burgon, where she supports the team across marketing, events and client experience, with a strong focus on delivering a seamless and welcoming experience for clients and visitors.

Jimena Versace

Receptionist & Office Manager

Jimena is Receptionist and Office Manager at Lipman Burgon, welcoming clients to our Sydney headquarters and supporting the team and day-to-day operations.