Meet our Administration Team

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

Lauren McMonagle

Practice Manager

Lauren has more than 12 years of experience in the financial services industry, working in client services for an array of organisations prior to joining LifePath in 2013. Lauren has a genuine interest in assisting clients achieve their individual financial goals. She is responsible for overseeing our dedicated team of client support staff to ensure they provide our valued clients with the best possible service. Lauren holds a Diploma of Financial Planning.

Lauren is married with a young son and enjoys quality family time, dining out and gardening.

Nicole-Morgan-LifePath-Financial-Planning

Nicole Morgan

Paraplanner

Nicole has 10 years’ experience in the financial services industry, working in both the client services and banking sectors. She prides herself on providing clients with an exceptional level of service. Nicole holds a Diploma of Financial Planning and is currently completing her Advanced Diploma of Financial Planning and Bachelor of Commerce.

When not at work or studying, Nicole spends time with her family, catching up with friends and reading books.

Tracey Venus LifePath Financial Planning

Tracey Venus

Client Service Manager

Tracey’s experience spans over 22 years within banking and financial services prior to joining LifePath in October 2018.  She prides herself on possessing a unique set of high – level skills that assist the Lifepath team to deliver exceptional service to clients.  Tracey holds a Commerce Degree and a Diploma of Financial Services (Financial Planning).

Tracey is married with two sons and enjoys being involved with school, club and representative basketball communities.

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
SOUTHSIDE:   4/46 Mt Gravatt Capalaba Rd,
                      Upper Mt Gravatt QLD 4122
NORTHSIDE:   2/22 Station St,
                      Nundah QLD 4012

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