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…

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…

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,…

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.…

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.…

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…

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,…

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…

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…

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…

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…