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

Fiona Jamieson

Receptionist

Fiona has more than 16 years of experience in frontline customer service and administration work under her belt. She prides herself on being a highly skilled, efficient and knowledgeable first port of call for all clients, ensuring they receive the information and services they need. As a working mum and administration professional, Fiona is an expert in multitasking and organisation, and always meets the demands of our 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 Brisbane

Lauren McMonagle

Practice Manager

Lauren has more than 12 years of experience in the financial services industry, working in client services for a number of organisations prior to joining the LifePath team in 2013. Lauren holds a Diploma of Financial Planning, and has a genuine interest in assisting clients to 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 is married with a young family and enjoys quality time with them as well as dining out and gardening.

Kylie Cohen-Kaloutsis LLB DFP LifePath Financial Planning Brisbane

Kylie Cohen-Kaloutsis LLB DFP

Paraplanner

Kylie has worked in the financial services industry for more than 10 years across client service roles before moving into paraplanning in 2018. Kylie holds a Bachelor of Laws and Diploma of Financial Planning. Kylie enjoys assisting our LifePath advice team members to develop tailored financial plans that assist each client to achieve their desired financial goals.

When not at work, Kylie enjoys cooking and spending time with her husband, Michael, her family and friends, as well as travelling.

Carrie O'Reilly Client Service Manager at LifePath Financial Planning Brisbane

Carrie O’Reilly

Client Service Manager

Carrie has more than 25 years of experience in the financial services industry. She enjoys helping clients achieve their goals through the extensive knowledge and skills she has developed over the years. Carrie prides herself on the customer service and administration skills that she has learned throughout her journey in this industry. Before working at Lifepath Financial Planning, Carrie worked for organisations including Commonwealth Bank, Perpetual Trustees, ipac/AMP, Mercer and HUB24. Carrie holds a Certificate III and Certificate IV in Financial Planning.

Carrie is married with adult children (a daughter and two sons ) and recently welcomed two beautiful granddaughters. Outside of work, Carrie spends time with her family and friends, and likes to take the boat out, with her husband, to enjoy our beautiful Queensland weather and a spot of fishing.

Helen Milne Client Service Manager LifePath Financial Planning Brisbane

Helen Milne

Client Service Manager

Helen has more than 25 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 a Bachelor of Commerce (Finance & Marketing).

Outside of work hours, Helen is a busy mother to three children and is an active volunteer across both sporting and charitable organisations. In her downtime, Helen enjoys spending time with family and friends, as well as being in the great outdoors.