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…

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…

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…

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…

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…

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…

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…

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…

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,…

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…

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…