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Showing 1 - 6 of 6 results for "Lipman Burgon"

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
... rival financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee chair Robert Lipman, the group's founding partner ...

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... substantial experience in operational leadership, having held senior positions at Integrated Portfolio Solutions and Lipman Burgon and Partners. The firm highlighted her consistent focus on driving operational excellence and strategic transformation ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... Disclosure Statements is certainly a step in the right direction," he said. Kristine Pham, private wealth adviser at Lipman Burgon & Partners, said anything that streamlines administration for clients and compliance obligations for advisers is welcome. ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... Fletcher Memorial Award to a Sydney-based financial adviser. Kristine Pham, an associate private wealth adviser at Lipman Burgon & Partners, won the award for the first semester of 2023. She joined the firm in 2021 and has seven years' experience ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
A former JP Morgan executive director joined a boutique private wealth firm in a newly-created role. Lipman Burgon & Partners has appointed Alex Pikoulas as portfolio manager within the firm's new investment Centre of Excellence. Bringing more than ...

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
... changed its name and appointed a new managing director. Paul Burgon takes on the role at the firm, now known as Lipman Burgon & Partners, from founding partner Robert Lipman, who will now become executive chair. In accordance with the company's succession ...
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