Meet the team

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...

Meet the team

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...

Meet the team

Kelly Gray

Position: Advice and Compliance Specialist
Categories: Financial Advice Team, Financial Planning Division

Kelly joined the Paraplanning team at Walshs in 2022, bringing over 20 years of experience in the Financial Planning industry. With a strong background in compliance and a passion for finding solutions, Kelly fosters an efficient and productive atmosphere. Kelly holds a Graduate Diploma of Financial Planning and an accreditation in SMSF advice.

Kelly Gray

Advice and Compliance Specialist

Kelly joined the Paraplanning team at Walshs in 2022, bringing...

Meet the team

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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