Angela Lewis
Position: Implementation Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Angela joined Walshs as part of our implementation team in October 2024. Before that, she spent three years at a boutique financial planning firm. She’s passionate about learning new things and thrives in a collaborative environment. Angela is excited to continue growing her skills so she can help provide the best possible service to Walshs clients.
Angela Lewis
Implementation Specialist
Angela joined Walshs as part of our implementation team in...
Cole Jones
Position: Investment Implementation Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Cole Jones
Investment Implementation Specialist
Cooper Orrock
Position: Implementation Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Cooper joined Walshs in 2024 as a key member of our implementation team. With a background in mechanical engineering, Cooper brings a unique analytical perspective to financial planning. Known for his enthusiasm and commitment to continuous learning, Cooper excels in client engagement and satisfaction. He is set to graduate in 2025 with a double degree in Financial Planning and Mechanical Engineering.
Cooper Orrock
Implementation Specialist
Cooper joined Walshs in 2024 as a key member of...
Luke Hallam
Position: Insurance Implementation Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Luke has been working at Walshs as part of our insurance team since August 2022.
With a passion for learning and working in a collaborative team, he plans to continue to develop his skills to ensure Walshs clients are provided with the best service possible.
Luke Hallam
Insurance Implementation Specialist
Luke has been working at Walshs as part of our...
Matt Ilot
Position: Insurance Implementation & Retention Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Matt joined Walshs in 2022 with over 14 years of experience in the financial services industry. Most recently Matt spent 10 years with BT/Westpac with the last 5 being in their Insurance Distribution team.
Matt Ilot
Insurance Implementation & Retention Specialist
Matt joined Walshs in 2022 with over 14 years of...