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Stephen Katzenellenbogen, Cfp® Email & Phone Number

Private Wealth Adviser at Lipman Burgon & Partners at Lipman Burgon & Partners
Location: Sydney, New South Wales, Australia 4 work roles 5 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Lipman Burgon & Partners
Role
Private Wealth Adviser at Lipman Burgon & Partners
Location
Sydney, New South Wales, Australia
Company size
17 employees

Who is Stephen Katzenellenbogen, Cfp®? Overview

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Quick answer

Stephen Katzenellenbogen, Cfp® is listed as Private Wealth Adviser at Lipman Burgon & Partners at Lipman Burgon & Partners, a company with 17 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Stephen Katzenellenbogen, Cfp®.

Stephen Katzenellenbogen, Cfp® previously worked as Private Wealth Advisor at Lipman Burgon & Partners and Associate at Lipman Burgon & Partners. Stephen Katzenellenbogen, Cfp® holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.

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Email format at Lipman Burgon & Partners

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Lipman Burgon & Partners

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Profile bio

About Stephen Katzenellenbogen, Cfp®

Private Wealth Advisor I am a private wealth adviser at Lipman Burgon & Partners, specialising in asset management, investment strategies and strategic advice. My focus is on developing long-term relationships with clients and their families to assist them to manage their wealth and achieve their generational financial goals . I have over 20 years of experience in wealth management, providing discretionary and non-discretionary advice to individuals, trusts, companies, and untaxed bodies such as charitable originations and not-for-profit associations. My experience also includes product development, inter alia chairing a Product Committee, giving me a keen appreciation of the critical links between markets views, client needs and portfolio development.

Current workplace

Stephen Katzenellenbogen, Cfp®'s current company

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Lipman Burgon & Partners
Lipman Burgon & Partners
Private Wealth Adviser at Lipman Burgon & Partners
sydney, new south wales, australia
Website
lipmanburgon.com.au
Employees
17
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4 roles

Stephen Katzenellenbogen, Cfp® work experience

A career timeline built from the work history available for this profile.

Executive Director, Private Wealth Manager

Nfb Private Wealth Management

Johannesburg Area, South Africa

NFB Private Wealth Management has been providing clients with independent financial advice and a broad suite of products since 1985. We’re part of the AltX listed NVest Financial Holdings (NVE: AltX) group of companies that has more than R30 billion under management and administration.Our highly qualified and experienced multidisciplinary team of.

Feb 2003 - Feb 2022
Team & coworkers

Colleagues at Lipman Burgon & Partners

Other employees you can reach at lipmanburgon.com.au. View company contacts for 17 employees →

NS Nuala Smith Nuala Smith Colleague at Lipman Burgon & PartnersSydney, New South Wales, Australia, Australia View → JG Jessie Guo Jessie Guo Colleague at Lipman Burgon & PartnersGreater Sydney Area, Australia View → JR Jason Rademan, Cfp®, Tep Jason Rademan, Cfp®, Tep Colleague at Lipman Burgon & PartnersSydney, New South Wales, Australia, Australia View → DM Denis Mulya Denis Mulya Colleague at Lipman Burgon & PartnersSydney, New South Wales, Australia, Australia View → RC Rupert Currie Rupert Currie Colleague at Lipman Burgon & PartnersSydney, New South Wales, Australia, Australia View → EL Elliot Lucas, Cfa Elliot Lucas, Cfa Colleague at Lipman Burgon & PartnersGreater Sydney Area, Australia View → PB Paul Burgon Paul Burgon Colleague at Lipman Burgon & PartnersGreater Sydney Area, Australia View → AS Aaron Skow Aaron Skow Colleague at Lipman Burgon & PartnersSydney, New South Wales, Australia, Australia View → DC Daniel Collins, Cfp® Daniel Collins, Cfp® Colleague at Lipman Burgon & PartnersSydney, New South Wales, Australia, Australia View → LY Lena Y. Lena Y. Colleague at Lipman Burgon & PartnersGreater Sydney Area, Australia View →
5 education records

Stephen Katzenellenbogen, Cfp® education

FAQ

Frequently asked questions about Stephen Katzenellenbogen, Cfp®

Quick answers generated from the profile data available on this page.

What company does Stephen Katzenellenbogen, Cfp® work for?

Stephen Katzenellenbogen, Cfp® works for Lipman Burgon & Partners.

What is Stephen Katzenellenbogen, Cfp®'s role at Lipman Burgon & Partners?

Stephen Katzenellenbogen, Cfp® is listed as Private Wealth Adviser at Lipman Burgon & Partners at Lipman Burgon & Partners.

Where is Stephen Katzenellenbogen, Cfp® based?

Stephen Katzenellenbogen, Cfp® is based in Sydney, New South Wales, Australia while working with Lipman Burgon & Partners.

What companies has Stephen Katzenellenbogen, Cfp® worked for?

Stephen Katzenellenbogen, Cfp® has worked for Lipman Burgon & Partners and Nfb Private Wealth Management.

Who are Stephen Katzenellenbogen, Cfp®'s colleagues at Lipman Burgon & Partners?

Stephen Katzenellenbogen, Cfp®'s colleagues at Lipman Burgon & Partners include Nuala Smith, Jessie Guo, Jason Rademan, Cfp®, Tep, Denis Mulya, and Rupert Currie.

How can I contact Stephen Katzenellenbogen, Cfp®?

You can use AeroLeads to view verified contact signals for Stephen Katzenellenbogen, Cfp® at Lipman Burgon & Partners, including work email, phone, and LinkedIn data when available.

What schools did Stephen Katzenellenbogen, Cfp® attend?

Stephen Katzenellenbogen, Cfp® holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.

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