After recently returning from maternity leave, Abbey is back with the administration team, bringing more then four years of valuable experience at Walshs. With a strong commitment and passion to maintaining seamless operations, she continues to support teams with efficiency, ensuring every detail is managed with precision.

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.

Ava Merolla joined the team in 2025 and plays a key role in providing comprehensive administrative support across both the financial planning and accounting divisions. She oversees a wide range of responsibilities, from managing client documentation to streamlining internal processes, ensuring operational efficiency. Ava’s strong attention to detail, organizational skills, and adaptability make her an invaluable asset to the team’s success.

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.

Daniel started at Walshs in 2024. He holds a Bachelor of Economics and has recently completed his Graduate Diploma in Financial Planning.

Daniel is passionate about delivering a great client experience through communication and availability to our client’s needs.

Kasey began her role as a Client Services Coordinator at the end of 2025, bringing a strong background in customer service and a commitment to delivering exceptional client experiences. She brings a commitment to delivering exceptional client experiences. Her background in customer service has equipped her with excellent interpersonal skills, attention to detail, and the ability to thrive in fast-paced environments. Furthermore, her adaptability and attention to detail allow her to thrive in fast-paced corporate environments, where collaboration and efficiency are key.

Lachlan is currently completing the final two subjects of his Bachelor of Business & Commerce, majoring in Finance and Management & Leadership. Before joining Walshs, Lachlan gained valuable experience working in an accounting firm for a year. His background also includes multiple customer service roles including customer service and management within hospitality

Lucy joined Walshs in 2021 as Matt Gellweiler’s Personal Assistant. She has since become a key part of our Wealth Health Division as Team Leader and also works closely with our General Manager, Annabelle Clare, as Operations Assistant. With a strong focus on ensuring high client standards, Lucy is dedicated to delivering exceptional service and support to both clients and the team.

Meg started at Walshs in 2022. With over six years of experience in administration and client services, Meg is dedicated to providing exceptional support and ensuring smooth operations within the team. As the Personal Assistant to Hugh Walsh, Meg’s strong communication and organisational skills enable her to consistently deliver friendly and efficient client experiences. 

Reema is a client service coordinator at Walshs with several years of experience in customer service. Reema ensures all her clients get the best support and have all their administrative needs met. Passionate about helping others, Reema is currently undertaking an undergraduate degree in Education. 

Ruby first joined Walshs in 2024 as a receptionist, where she developed a strong foundation in client service. In 2025, she returned as a Client Services Coordinator, bringing with her a wealth of front-line experience and a commitment to delivering the highest standard of care. In this role, Ruby is dedicated to ensuring every client feels welcomed, supported, and confident in the service they receive.

Tash joined Walshs in March 2025. After relocating from Melbourne to Brisbane, she has continued to provide high-level support marked by meticulous attention to detail and exceptional customer service. Known for her warm, approachable nature and unwavering dedication, she thrives in roles that require both precision and a human touch.

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 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 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 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.