Meet our Administration Team

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

Fiona Jamieson


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.

Aimie West Client Support Officer at LifePath Financial Planning

Aimie West

Client Support Officer / Business Development Coordinator

Aimie is an experienced customer service professional with more than 14 years’ experience in varying aspects of client and customer services. She has also worked across the financial services industry with experience in sales and provision of advice relating to wealth management, investment and risk, self-managed superannuation funds, retirement planning, tax planning, personal lending and general and personal insurance. Aimie prides herself on providing clients with immaculate service.

When not at work, Aimie is mother to a young son who just started his schooling this year.

Helene Milne Client Support Officer at LifePath Financial Planning

Helen Milne

Client Support Officer

Helen has over 20 years of experience in the financial services industry. She has a strong customer service and administration background and is passionate about delivering an exceptional level of service to clients. Prior to joining LifePath Financial Planning, Helen worked for an array of high-profile, well-respected employers in the financial services sector including IOOF, National Australia Bank and ASGARD. Helen holds a Diploma of Financial Services (Financial Planning) and is currently completing a Bachelor of Commerce (Finance).

Aside from work and study, Helen is a busy mother to three kids and is an active volunteer for both sport and charities.

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
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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