Meet our Advice Team
Brad’s career in financial services spans 20 years and started with Colonial Mutual where he worked in a variety of roles including loans management and financial planning. Brad holds a Diploma of Financial Planning and is a certified financial planner. The experience he has gathered across his career has assisted in the establishment of the LifePath brand with Trent Allen and Gerard Lillis, who he has worked with for more than 10 years. Brad understands the complexity that financial matters can cause and enjoys walking the life path with his clients and advising them as their situations evolve.
Brad is married and the father of four children. He is a passionate supporter of all the sports, dances, drama and academic activities his children participate in.
Gerard Lillis CFP BBus(Acct)
Senior Financial Adviser
Gerard has worked in the financial services industry for more than 35 years. He spent his early career in personal and commercial lending teams at domestic and foreign banks before transferring his interest to wealth management. Gerard holds a Bachelor of Business (Accountancy), Diploma of Financial Planning and is a certified financial planner. Gerard’s expertise ensures our clients can achieve financial stability across an array of areas including superannuation, retirement planning, wealth creation, investing and tax-effectives strategies, insurance and estate planning.
Gerard is married to Tricia and the pair enjoys an active social life with family and friends while plotting their next travel adventure.
Trent Allen CFP MAppFin BBus BIT
Senior Financial Adviser
Trent has had a lifelong interest in finance and a desire to help others improve their quality of life by making smarter financial decisions. He holds a Bachelor of Information Technology, Bachelor of Business and Master of Applied Finance. Initially starting his studies in computer programming, Trent successfully transitioned to the financial services industry where he is now a certified financial planner, self managed superannuation fund specialist adviser and life risk specialist. Trent has experience across wealth creation, superannuation, retirement planning, insurance and wealth protection strategies as well as aged care planning.
Trent and his wife Karley have two sons. Trent is happiest when spending time with his family at the beach or shooting hoops with the boys in the backyard.
Brenton Gluch AdvDFP BEd(SEC)
Brenton has over six years of experience in the financial services industry and holds a Bachelor of Education and an Advanced Diploma of Financial Services. He transitioned to the financial services sector from a teaching career in 2010. Brenton joined the LifePath Financial Planning team in 2014 as a qualified financial planner and authorised representative of financial wisdom. Brenton enjoys working with clients to achieve their financial goals through effective design and application of strategy, investments and risk management.
In his downtime, Brenton is a keen woodworker and enjoys crafting handmade furniture.
James Larwill BBus AdvDFP
James has a background in accountancy having previously worked as an accountant. This technical expertise complements his knowledge of investments, markets, income streams and aged care.
James qualifications include a Bachelor of Business majoring in Accounting and an Advanced Diploma of Financial Planning.
Senior Client Service Manager
Rob has almost five years’ experience working in a variety of roles in the financial planning industry while he completed his Diploma in Financial Planning in 2015. He is also currently nearing completion of his Bachelor of Commerce, majoring in Business Law, and upon finishing plans to further his studies by pursuing a Master’s in a financial related field.
With the desire to develop the right financial plan to achieve each clients’ specific financial goals, Rob helps clients with whatever it is they need. Whether it be in-person or over the phone, Rob can often be found speaking with clients about their financial challenges, no matter how big or small. He aims to help clients make smart financial decisions as they work towards financial security.
Outside of work, Rob spends time with his partner Candace and their dog Spot. Rob is also a keen golfer and will be out on the course most weekends.