Meet our Administration Team

Meet the Administration Team at LifePath Financial Planning
Fiona Jamieson Receptionist at LifePath Financial Planning

Fiona Jamieson

Receptionist

Fiona has more than 13 years of experience in front line customer service and administration work. She prides herself on being a highly skilled, efficient and knowledgeable first point of call for all clients, ensuring they receive the information and service they need. As a working mum and administration professional, Fiona is an expert in multitasking and organisation, which means she meets the demands of multiple clients

Fiona is a wife and busy mum who spends her weekends with her family boating, dining out and catching up with friends.

Lauren McMonagle practice Manager at LifePath

Lauren McMonagle

Practice Manager

Lauren has more than 11 years of experience in the financial services industry, working in client services for an array of organisations prior to joining LifePath back in 2013. Lauren has a genuine interest in assisting clients achieve their individual financial goals and is responsible for overseeing our dedicated team of client support staff to ensure they provide all our valued clients with the best service. Lauren holds a Diploma of Financial Planning.

Lauren is married and is excitedly awaiting the arrival of her first child to the world.

Nicole Morgan

Nicole Morgan

Client Support Officer

Nicole has 8 years experience in the financial services industry, working in the client service and banking sectors. She prides herself on providing clients with an exceptional level of service. At present Nicole is currently completing her Diploma of Financial Planning and Bachelor of Commerce.

When not at work or studying, Nicole spends time catching up with friends and playing a variety of sports.

LifePath Financial Planning

LifePath Financial Planning provides specialist financial advice relating to wealth creation, debt management, investments, insurance, superannuation and retirement planning.

In addition to these services, we are also recognised as an industry leader in the aged care sector.

Contact us

PHONE:     (07) 3219 4670
EMAIL:         info@lifepathfp.com.au
POSTAL:     PO Box 6591,
                      Upper Mt Gravatt QLD 4122
ADDRESS:   4/46 Mt Gravatt Capalaba Rd,
                      Upper Mt Gravatt QLD 4122

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