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Showing 1 - 4 of 4 results for "Lipman Burgon"

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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