Meet Our Administration Team

Larissa is the friendly face at the heart of our financial planning team.

She seamlessly coordinates the daily rhythm of our team, ensuring a warm and organised environment.

Following a career change, she takes pride in being the first point of contact for our clients, ensuring they receive the information and service they need.

Outside work, Larissa enjoys travelling, food, cocktails and spending quality time with her family and friends.

Lauren, who joined LifePath in 2013, progressed from a Client Services Manager role to Practice Manager, overseeing our client support team.

With a Diploma of Financial Planning, her extensive industry knowledge and calm demeanour ensure our team delivers the best service.

Lauren values integrity, emphasising compliant, confidential, and ethical advice.

Outside work, she cherishes quality time with her family and friends and enjoys exploring food culture and history.

Helen has been part of our team since 2016, bringing a wealth of experience in the financial services industry.

Having grown across client services, paraplanning, and now her role as Client Experience Manager, she offers a well-rounded understanding of both the technical and personal sides of financial advice.

Holding a Diploma of Financial Services and a Bachelor of Commerce, she is passionate about delivering exceptional service to clients.

Outside of work, Helen is a proud mother of three who loves volunteering, spending time with family and friends, and being outdoors.

Before moving into paraplanning in 2012, Amy worked in the financial services industry starting in a client service role.

Amy holds an Advanced Diploma of Financial Planning and enjoys assisting our LifePath advice team to develop tailored financial plans that help each client to achieve their desired financial objectives.

When not at work, Amy enjoys travelling, the beach and supporting community-based organisations with her husband and two children.

Abby has been a member of the LifePath Financial Planning team since March 2022.

She has graduated with a Bachelor of Applied Financial Advice and plans to pursue a Postgraduate Law degree.

Abby aspires to become a Financial Adviser and Estate Planning Lawyer, enjoying the collaborative process of helping clients achieve their financial freedom.

Outside work, Abby values time with friends and frequently visits her family, especially her two nephews, in Far North Queensland.

Liane, an accomplished Client Service Manager at LifePath Financial Planning, boasts over 25 years’ experience in the financial services industry.

Her expertise ensures seamless operations and top-tier assistance, guiding clients with precision and care to achieve their financial goals.

Outside work, Liane cherishes time with her family and dog Leo and indulges in her passion for playing the piano.

With over 25 years’ experience in financial services, including roles at NAB, MLC, and Bridges, Angela brings a wealth of knowledge in financial planning and client care.

Known for her attention to detail and strong commitment to supporting her clients.

A proud mother of two adult children and nana to two gorgeous grandbabies, Angela places family at the heart of everything she does.

Angela treasures time with loved ones, especially her grandchildren.

In her free time, she enjoys socialising with friends, cruising, and exploring new destinations.

Heather brings a strong background in banking and customer service to her role as Client Service Manager at LifePath.

She is committed to providing professional, personalised support and ensuring a seamless experience for clients.

Known for her clear communication and client-focused approach, Heather values trust, reliability, and building lasting relationships.

Outside of work, she enjoys spending quality time with family, which keeps her grounded and inspires her dedication to exceptional service.

Since 1998, Cassie has brought expertise and genuine passion to financial services, finding deep satisfaction in creating strategies that truly help clients achieve their goals.

Her work is driven by precision, care, and a commitment to financial clarity.

A devoted mum of two, Cassie balances her professional life with driving her daughter to dance performances, trail running at Mt Cootha with her dog, tackling DIY projects, and enjoying prosecco.

Her blend of professional expertise and personal warmth makes her both a valued team member and trusted financial planning guide.

With a Bachelor of Business (HRM) and experience in accounting and financial services businesses, Sandra is focused on providing exceptional service to our clients and to ensure advice solutions are implemented smoothly.

Her extensive background brings valuable insight to client interactions and internal operations.

Outside the office, Sandra is happily married and a busy mum to three children.

She loves spending time with them and being involved in their activities, whether that’s cheering from the sidelines or simply enjoying quality family time together.

With an extensive career in some of Australia’s leading publishers, Sarah has over 15 years’ experience in Media solutions across multiple platforms.

More recently, Sarah has specialised in Executive Recruitment in a boutique national organisation.

Now with LifePath Financial Planning, Sarah is part of the office support that is committed to ensuring client focused care.

Jodie brings over seven years of experience to her role as Client Service Officer, combining genuine compassion with a strong eye for detail to ensure every client feels well supported.

Holding a Diploma of Financial Planning, she brings both knowledge and warmth to every interaction. Known for her reliability and positive approach, she takes pride in making every client experience a smooth one.

Outside of work, she’s a proud dog mum who loves outdoor adventures and relaxing downtime with her dogs.

Aida recently joined the administration team, bringing experience across both wholesale and retail clients. With strong attention to detail and a proactive approach, she supports client services, manages processes, and helps ensure efficient operations.

Aida is passionate about delivering high-quality support and contributing to positive client outcomes. She enjoys working collaboratively within the team and is committed to continuous learning.

Outside of work, Aida enjoys exploring different cuisines, camping, and taking her cat along on her adventures.

Celine is a dedicated administrator at LifePath Financial Planning.

With a background in Communications and Administration, she is committed to preparing the necessary requirements to ensure a smooth and efficient process for the advisers.

Known for her outgoing and passionate personality, Celine takes pride in being a supportive and approachable part of the team.

She values integrity, strong client relationships, and reliability, aligning with LifePath’s commitment to exceptional service.

Outside of work, she enjoys listening to music and attending concerts, gaming, dancing and singing, and spending quality time with her friends, family, and pets.

With past experience in administration and market research, Yvonne excels in detail‑driven tasks and consistently delivering quality outcomes.

Now an administrator at LifePath Financial Planning, she applies these strengths to provide clients with a genuinely supportive and streamlined experience.

Yvonne blends creativity with precision in her work, helping maintain organised processes and clear, client‑focused support across the team.

Outside of work, she’s a homebody at heart who enjoys writing poetry and stories, reading, and relaxing with a good movie.

This team member has recently joined us and we will share more about their background soon.

This team member has recently joined us and we will share more about their background soon.