Andrea Finley
Position: Marketing and Sponsorships Manager
Categories: Business Support Team
Andrea joined the Walshs team in 2022 as Marketing Officer. With over 15 years experience in marketing, advertising and communications she takes pride in drafting creative marketing solutions. Andrea has diplomas in both media communication and hospitality and tourism and is driven by a love of writing. She has developed engaging content for newspapers, magazines, radio, television and online campaigns and enjoys building collaborative relationships and initiatives that benefit Walshs’ clients.
Ashleigh Kane
Position: E.A. to Simon Farmer
Categories: Business Support Team, Financial Planning Division
Ashleigh first joined Walshs in 2022 and has steadily advanced within the company. Starting as a Client Service Coordinator (CSC), she was promoted to Personal Assistant, and now proudly serves as the Executive Assistant to Simon Farmer (Managing Director).
With a commitment to providing holistic care to clients, Ashleigh continually strives to enhance the client experience through attentive service and comprehensive support. Her journey within the company reflects not only her professional achievements but also her unwavering dedication to client well-being.
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.
Jayne Watson
Position: Senior Bookkeeper & Client Services Coordinator
Categories: Business Support Team, SMSF (Self-Managed Super Fund) Team
Jayne has worked in Administration for many years and joined the Walshs Team in 2017 in administration assistance.
Jayne now works as client services coordinator within the self-managed super fund 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.
Lauren Keen
Position: E.A. to Peter Hodgson
Categories: Business Support Team, Financial Planning Division
Lucy Gaul
Position: Wealth Health Division Manager
Categories: Accounting Division, Business Support Team, Wealth Health Team for Doctors in Training
Client Service Manager
Megan Simmons
Position: Client Services Coordinator and P.A. to Ben Knoblanche
Categories: Accounting Division, Business Support Team, Pod C
Meg started at Walshs in December 2022 as Client Services Coordinator and Personal Assistant to Kaitlin Brock. With over 4 years of experience in administration and client service, Meg brings excellent communication and organisational skills to her role and strives to continuously provide friendly and efficient client experiences.
Molly Mason
Position: P.A. to Stewart McLeod & Client Services Coordinator for Pod A
Categories: Accounting Division, Business Support Team
Ruby Woods
Position: Receptionist & Client Concierge
Categories: Business Support Team
Ruby joined Walshs as receptionist and client concierge in 2024. She brings experience in client service, combining strong administrative skills with a friendly and professional demeanor. As a receptionist, she strives to create a welcoming environment for guests while efficiently managing front desk operations. Her background in client service has equipped her with the ability to interact with individuals from all walks of life, ensuring each client feels valued and well cared for. Ruby is highly organized and detail-oriented, always striving to make every experience seamless and positive for both visitors and staff alike.
Sophie Wataman
Position: P.A. to Hugh Walsh
Categories: Accounting Division, Business Support Team
Sophie joined the Walshs team in 2019 commencing as an administrator within the administration team. Sophie has since moved into Client Service Coordinator roles for the Wealth Health and Private Practice Teams. Sophie is now P.A. to Hugh Walsh. Sophie brings with 7 years of client service experience and knowledge to her role.
Tash Billeci
Position: P.A. to Matt Gellweiler
Categories: Business Support Team, Financial Planning Division
Tilly Coombes
Position: P.A. to Tyson Rech & FP Client Service Coordinator
Categories: Business Support Team, Financial Planning Division
Tilly joined Walshs in 2023, bringing with her a strong background in customer service, with roles that emphasised client outcomes and effective communication. As Personal Assistant to Tyson Rech and Client Service Coordinator to Arin Doig, she is committed to leveraging her skills to deliver exceptional service and a seamless experience for Walshs’ clients.
Tom Gane
Position: Client Services Coordinator
Categories: Business Support Team, Financial Planning Division
Tom joined Walshs in June 2024 as part of the Financial Planning Team. With three years of experience in the mortgage finance industry, he brings a wealth of knowledge and a solid foundation to his role. He holds a Bachelor of Business (International) and a Bachelor of Business Administration, achieved through an enriching year of study abroad in Paris. Recently, he earned his Master of Applied Finance and is eager to deepen his expertise in the finance industry. Tom is passionate about elevating the overall client experience and is always looking for innovative ways to enhance his skills.
Trish Cumming
Position: Accounts Manager
Categories: Business Support Team
Trish is an experienced business owner, having operated her own business supporting women in the birthing world since 2006. In 2018, Trish joined Walshs as an administrator in the accounts department, to seek out opportunities for additional knowledge and stimulation. Enjoying her role with Walshs, she became a permanent and valued member of the Walshs Team in 2020.
Waiata Russell
Position: Client Services Coordinator
Categories: Accounting Division, Business Support Team, Wealth Health Team for Doctors in Training
Waiata started at Walshs early August of 2024 and joined the Wealth Health Team as a Client Service Co-Ordinator.
She has previously worked in customer service which has given her great communication and people skills as well as an outgoing personality which she will bring to the workplace.
Waiata is looking forward to gaining skills in a professional work environment and meeting new people.