Meet the Administration Team at LifePath Financial Planning
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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.

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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.

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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.

Cassandra Martin - Client Service Manager

Cassandra Martin

Client Service Manager

With an extensive background in financial services, client relations, paraplanning and administration support roles over the past 10 years, Cassandra is an integral part of our team and prides herself on providing quality support to our clients and financial planners. Cassandra has completed her Diploma of Financial Planning and Certificate IV in Business. She is an outgoing and positive team member who is focused on working with our clients to provide high-quality customer service. Cassandra brings a genuine interest in financial planning, a wealth of knowledge and good experience to her role and to the LifePath team.

Outside the office, you will see Cassandra and her husband with their fur-children, having fun cooking and enjoying good food and fine wine.

Helen Milne Client Service Manager

Helen Milne

Client Service Manager

Helen has over 20 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 and study, Helen is a busy mother to three kids and is an active volunteer across both sporting and charitable organisations.

Maddison Newland

Client Service Officer

Maddison gained more than five years’ experience in banking and financial services prior to joining LifePath. She prides herself on possessing a unique set of skills that assist the Lifepath team to deliver exceptional wealth service to clients. Maddison holds a Certificate IV in Finance and Mortgage Broking and is committed in continuing her professional development through further study, experience and exposure to the finance industry.

Outside of work, Maddison enjoys travelling, food, wine and spending quality time with her other half, Alex.