Meet Our Advice Team

Brad, a Certified Financial Planner® with a 25-year plus career in financial services, co-founded the LifePath brand with colleague Trent Allen. With expertise in management and financial planning, Brad guides clients through the complexities of financial matters, adapting his advice as their situations evolve.

Outside work, he is a dedicated family man, actively supporting his wife and four children in their various sports, dances, drama, and academic activities.

Trent, driven by a lifelong interest in finance, chose his career to help others improve their lives through smart financial decisions.

Initially studying computer programming, he successfully transitioned to finance, earning degrees in Business and Applied Finance.

As a Certified Financial Planner®, he specialises in wealth creation, retirement planning, insurance, and aged care.

Trent appreciates family time at the beach or playing basketball with his wife and three children.

Gerard’s background started in personal and commercial lending at domestic and foreign banks before he transitioned to wealth management in 1999.

He holds a Bachelor of Business (Accountancy), Diploma of Financial Planning and he is a Certified Financial Planner®.

Gerard guides clients in achieving financial stability across superannuation, retirement planning, wealth creation, investing, tax-effective strategies, insurance, and estate planning.

Married to Tricia, they enjoy an active social life with family and friends, while planning their next travel adventure.

Brenton, holding a Bachelor of Education and an Advanced Diploma of Financial Services, transitioned from teaching to become a qualified financial planner in 2014 with LifePath Financial Planning.

He specialises in helping clients achieve their financial goals through strategic planning and enjoys crafting handmade furniture as a hobby in his downtime.

With over a decade of experience in accounting and finance, James, holding a Bachelor of Business (Accountancy) and an Advanced Diploma of Financial Planning.

He transitioned from tax accounting to financial planning in 2015 where he finds satisfaction in the problem-solving aspects of financial planning.

He has a keen interest in crafting long-term comprehensive strategies.

James enjoys basketball, spending time with his young family and is a Brisbane Broncos fanatic.

When people ask me what my typical client looks like, the answer is usually the same – they’re dedicated, hardworking people who want to grow their wealth in a smarter, more strategic way. They earn good money, but between the demands of work and life, managing their personal finances often falls down the priority list.

What they’re really looking for is confidence that they’re making the right decisions with what they’ve worked hard to build – and a clear path to the retirement they’re planning for.

If that resonates with you, I would love to have a conversation. A short discovery meeting is usually all it takes to understand where you are at and how we might be able to help.

Craig brings over 25 years of experience in the financial planning industry, helping clients create clear, practical strategies and stay on track.

He has held senior roles across investment, insurance, finance and financial planning within Chartered Accounting firms, and spent the past decade as Owner and Director of CFL Financial Planning before its merger with LifePath.

Craig is known for simplifying complex financial decisions and working closely with clients to build confidence, discipline and long-term plans that help grow and protect wealth.

Dan has spent over 30 years in the accounting and financial services industries having worked in a number of roles including accountant, banker, teacher and financial adviser.

He specialises in taking complex financial situations and breaking them down into simple strategies and actionable tasks to improve his client’s financial position.

Dan enjoys listening to music, watching football and spending time with his family.

Phil, a Certified Financial Planner® with a Masters in Applied Finance and a Diploma in Financial Planning, has a keen understanding of industry structures and mechanisms, as well as navigating diverse roles in the financial services industry.

From owning his own practice to directing a mid-tier accounting firm, to serving as the State Manager for a boutique wealth management business, Phil’s focus is on high-level investments with a needs-based approach to strategic financial planning as a basis for constructing tailored investment portfolios.

Phil, happily married to Maria, is a dedicated professional balancing his career with family life.

Having worked in the financial services industry since 2005 and with a Bachelor’s degree (Accounting and Financial Planning), Advanced Diploma in Financial Planning and Certified Financial Planner® certification, Shannon is committed to the highest ethical and technical standards.

Shannon builds trusted relationships helping clients achieve their goals and provides peace of mind, whilst navigating the complexities of investment strategies, asset protection and legislative changes.

Outside of work, Shannon loves to travel, watch (and play) sport and experience life through new eyes with her young son and husband.

Craig, with a Master of Financial Planning, has extensive experience in the financial services industry and holds bachelor degrees in Economics and Finance.

He excels in addressing both simple and complex financial situations, focusing on delivering impactful financial strategies to help clients achieve their ideal future.

In his leisure time, Craig, a family man, enjoys cycling several times a week and beach outings with his wife and three children.

Chris joined LifePath Financial Planning through the Thompson Partners merger in August 2023.

He brings over 2 years of industry experience and holds a Bachelor of Commerce in Accounting and Financial Planning.

Chris brings a personalised approach to financial advisory services, focusing on understanding each client’s unique needs and aspirations to guide them effectively through their financial journey.

Outside of work, Chris enjoys renovating his old Queenslander with his partner Roisin.

With a strong academic background in finance and engineering, complemented by his recent completion of a Graduate Diploma of Financial Planning, Jesse is embarking on a promising career as a financial planner at LifePath.

Leveraging his experience in banking and consulting, he offers a unique analytical perspective and is dedicated to crafting personalised financial strategies for his clients.

Outside of work, Jesse enjoys immersing himself in live entertainment, including music gigs, comedy shows, the occasional musical or time with his partner and fur babies Furty and Otto.