Meet our Advice Team

Meet the Advice Team at LlifePath Financial Planning
Brad Monk Senior Financial Advisor

Brad Monk  CFP

Senior Financial Adviser

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 LifePath Financial Planning

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 LifePath Financial Planning

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 Financial Advisor at LifePath Financial Planning

Brenton Gluch  AdvDFP BEd(SEC)

Financial Adviser

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 1

James Larwill  BBus AdvDFP

Associate Adviser

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.

David Eather

David Eather

Associate Adviser

David has held a number of adviser roles in Queensland and is experienced in investments, superannuation, income streams and aged care.

He has a Bachelor of Business majoring in Finance.

David has a young daughter and is a rugby league fan.

Brisbane Financial Planner

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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