Meet the team

Carolyn Duffy

Position: Mortgage Broker Assistant
Categories: Financial Planning Division, Mortgage Broking Team

Carolyn has been working at Walshs since 2017 and has over 20 years’ experience in administration. Carolyn is always willing to take on new roles and develop her skills to ensure our clients receive the best service possible. She is always able to assist the team with any questions or tasks, and is instrumental in ensuring the business runs smoothly.

Carolyn Duffy

Mortgage Broker Assistant

Carolyn has been working at Walshs since 2017 and has...

Meet the team

Cheryl Jones

Position: Senior Bookkeeper
Categories: Accounting Division, Pod C, Pod D

For over 38 years, Cheryl has worked as a bookkeeper and is knowledgeable in all facets of bookkeeping. Cheryl joined the Walshs team in 2017. As the manager of the bookkeeping team she supervises accounting and bookkeeping tasks, BAS and IAS, superannuation, Workcover and compliance for a variety of clients and entities.

Cheryl specialises in on-boarding new clients and seeing them through from initial set up to end of year processing and communicating along the way with one-on-one training and support. Her passion is to see her clients grow and achieve their goals and dreams and assisting them along the way.

Cheryl has a Certificate IV in Financial Services and is a registered BAS agent and a member of the Australian Bookkeepers Association.

Cheryl Jones

Senior Bookkeeper

For over 38 years, Cheryl has worked as a bookkeeper...

Meet the team

Chloe Miller

Position: Assistant Client Manager
Categories: Accounting Division, Pod A

Chloe Miller

Assistant Client Manager

Meet the team

Christina Dao

Position: Client Services Coordinator & Admin Team Leader
Categories: Accounting Division, Business Support Team, Pod D

Originally from New Zealand, Christina moved to Brisbane in 2014 and joined Walshs in 2019 as our receptionist. She has since moved into a Client Service Co-Ordinator role in our Private Practice Team. With a background in customer and client service, Christina is focused on providing a great client experience.  

Christina Dao

Client Services Coordinator & Admin Team Leader

Originally from New Zealand, Christina moved to Brisbane in 2014...

Meet the team

Cole Jones

Position: Investment Implementation Specialist
Categories: Financial Planning Division, Insurance and Implementation Team

Cole is an Investment Implementation Specialist with a Bachelor of Business, majoring in Economics, from Griffith University. With a focus on delivering efficient investment solutions, Cole works to ensure the smooth implementation of financial strategies, helping clients meet their financial goals.

Cole Jones

Investment Implementation Specialist

Cole is an Investment Implementation Specialist with a Bachelor of...

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If the time you would like is not available, please contact our office on<br>07 3221 5677.