Angela Lewis
Position: Implementation Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Angela joined Walshs as part of our implementation team in October 2024. Before that, she spent three years at a boutique financial planning firm. She’s passionate about learning new things and thrives in a collaborative environment. Angela is excited to continue growing her skills so she can help provide the best possible service to Walshs clients.
Cole Jones
Position: Investment Implementation Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Cooper Orrock
Position: Implementation Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Cooper joined Walshs in 2024 as a key member of our implementation team. With a background in mechanical engineering, Cooper brings a unique analytical perspective to financial planning. Known for his enthusiasm and commitment to continuous learning, Cooper excels in client engagement and satisfaction. He is set to graduate in 2025 with a double degree in Financial Planning and Mechanical Engineering.
Luke Hallam
Position: Insurance Implementation Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Luke has been working at Walshs as part of our insurance team since August 2022.
With a passion for learning and working in a collaborative team, he plans to continue to develop his skills to ensure Walshs clients are provided with the best service possible.
Matt Ilot
Position: Insurance Implementation & Retention Specialist
Categories: Financial Planning Division, Insurance and Implementation Team
Matt joined Walshs in 2022 with over 14 years of experience in the financial services industry. Most recently Matt spent 10 years with BT/Westpac with the last 5 being in their Insurance Distribution team.