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…

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,…

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…

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.…

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…

Tim, a Bachelor of Commerce graduate with ongoing studies in Financial Planning, is passionate about helping clients achieve their financial goals regardless of their life stage. Tim aims to create a positive experience for every person he meets, ensuring they leave with confidence and clarity regarding their financial matters. Outside of work, Tim enjoys spending time with his partner Issy…

Abby has been a member of the LifePath Financial Planning team since March 2022. She is currently studying 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…

Chris recently joined LifePath Financial Planning through the Thompson Partners merger. He brings over 2 years of industry experience and holds a Bachelor of Commerce in Accounting and Financial Planning. Currently completing his Professional Year, he aims to become an adviser in 2024, emphasising a personalised approach to each client’s financial journey by understanding their…