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Helen has been part of our admin team since 2016 and brings a wealth of experience in the financial services industry. With a strong customer service and administration background, she provides exceptional service to clients. Holding a Diploma of Financial Services and a Bachelor of Commerce, Helen has previously worked with esteemed employers such as…

Belinda started as a teller, progressing to a Branch Manager before transitioning to Financial Planning in 2009. Specialising in insurances, investment management and retirement planning, she supports financial advisers with her comprehensive experience. Holding an Advanced Diploma of Business (Accounting), Belinda values attention to detail and customer service. A mother of two adult children, she…

Liane, an accomplished Client Service Manager at LifePath Financial Planning, boasts a remarkable 23-year tenure 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…