Kang Phan

Position: Accountant
Categories: Accounting Division, Wealth Health Team

Kang started at Walshs in July 2024 as a graduate accountant in the Wealth Health Team.

Kang finished her Bachelor of Business (Accounting) at QUT in July 2024. Kang looks forward to delivering exceptional client service as an Accountant at Walshs and to commence her studies to become a Charted Accountant.

Kang Phan

Accountant

Kang started at Walshs in July 2024 as a graduate...

Katie Brock

Position: Senior Accountant
Categories: Accounting Division, Pod D

Katie works with medical professionals at all stages of their careers, providing tailored advice on tax planning, business structuring and strategic financial management. With more than nine years of experience, she understands the unique financial considerations doctors face, from navigating training to building a private practice.

Her career includes two years as a Commercial CFO for a fast-growing technology start-up, where she developed a strong commercial perspective and expertise in operational strategy, financial systems and business growth. Combined with her professional services background, this enables Katie to deliver advice that is both technically sound and commercially practical. Katie is passionate about helping her clients make confident financial decisions, supporting them to achieve their goals and build long-term financial security.

Katie Brock

Senior Accountant

Katie works with medical professionals at all stages of their...

Keehly Peters

Position: Assistant Office Manager
Categories: Business Support Team

Keehly has been working at Walshs since 2018, starting in the salary packaging division as salary packaging assistant before managing this team from 2020. In 2024 Keehly stepped into the leadership team, assisting Naomi Beggs in the daily HR functions. 

Keehly Peters

Assistant Office Manager

Keehly has been working at Walshs since 2018, starting in...

Kelly Gray

Position: Provisional Financial Advisor
Categories: Financial Advice Team, Financial Planning Division

Kelly is a Provisional Financial Adviser at Walshs, bringing over 20 years of experience in the financial services industry. Since joining Walshs in 2022, Kelly has demonstrated a strong background in compliance and a passion for delivering tailored solutions, empowering clients to take control of their financial future.

Kelly holds a Graduate Diploma in Financial Planning, a Certificate IV in Finance and Mortgage Broking and is an accredited SMSF adviser.

Kelly Gray

Provisional Financial Advisor

Kelly is a Provisional Financial Adviser at Walshs, bringing over...

Kirby Jamieson

Position: Personal Risk Specialists Adviser
Categories: Financial Advice Team, Financial Planning Division

Kirby Jamieson is a Financial Adviser at Walshs, specialising in insurance advice. Kirby provides tailored personal insurance advice to a wide range of clients, with a focus on complex strategies. With more than nine years’ experience in the financial planning industry, Kirby leads a team of four dedicated insurance staff within the Walshs insurance division.

Kirby holds a Bachelor of Business, Advanced Diploma in Financial Planning, and has successfully completed the FASEA adviser exam.

Kirby Jamieson

Personal Risk Specialists Adviser

Kirby Jamieson is a Financial Adviser at Walshs, specialising in...

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