Paul Burgon

Managing Partner & Chief Investment Officer, Lipman Burgon & Partners

Paul is the Managing Partner and CIO of Lipman Burgon & Partners, focussing on sophisticated investment solutions for private clients and family offices. 

As a founding member of Lipman Burgon & Partners, Paul has embedded a culture that puts clients’ interests ahead of the firm’s growth. He leads the investment and advisory teams and acts as Lead Adviser to family offices, tailoring investment programs, building governance frameworks, and managing succession programs. 

With over two decades of experience across market cycles and having previously worked with Goldman Sachs, JBWere and Investec Private Bank, Paul is highly experienced in multi-asset portfolio construction strategies and allocation across public and private market assets. He has deep expertise in allocation modelling and manager due diligence with a network that unlocks unique investment opportunities for clients. 

Paul is a key member of Lipman Burgon & Partners’ Investment Committee and has several academic and professional qualifications. These include a Graduate Diploma in Financial Planning, a Master of Applied Finance, and is recognised as a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA). 

For three consecutive years, he has been ranked among Australia’s Top 25 Financial Advisers by US financial investment publication Barron’s.