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...
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: 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...
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...