Caroline is a valued member of the Investment Implementation Team, working closely with Nigel to deliver strategic outcomes. She brings four years of experience as an underwriter in consumer retail insurance, complemented by more than 20 years of expertise in the banking sector. Caroline is known for her strong analytical skills and enjoys problem-solving, which
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
Gemma is a Mortgage Broker Assistant at Walsh’s, providing essential support to brokers in delivering tailored lending solutions to clients. She is currently completing her Certificate IV and Diploma in Finance and Mortgage Broking, building a strong technical foundation within the industry. Gemma is highly motivated, detail-oriented, and committed to professional growth as she works
With experience supporting novated leases for Queensland Government employees, Chi has developed a strong foundation in the salary packaging industry. Now working as a Salary Packaging Assistant, she is committed to delivering clear communication, accurate guidance, and a positive client experience. Her focus is to help clients maximise their benefits while feeling supported, informed, and
Nigel brings over 30 years of experience in the financial services industry, having held diverse roles throughout his career, including financial planner. For the past 11 years, he served as Compliance and Investment Manager for a mid-sized licensee, where he was responsible for ensuring regulatory adherence and overseeing investment strategies. Nigel is passionate about the
Nicole is a dedicated client services and insurance administration professional with over 20 years of experience in the financial services industry. Throughout her career, she has supported both risk-only and holistic advisers, case-managed for underwriters, assisted clients within business banking, and contributed to sales teams across major retail insurance providers. After taking time to grow
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
As Mortgage Broker at Walshs since 2025, Darren guides clients through every stage of the lending process with clarity and a client-first approach. Specialising in tailored solutions for medical professionals and other clients, he secures competitive residential and commercial loan options aligned with individual goals. Collaborating closely with Walshs’ broader financial services team, Darren delivers
Michael is a Salary Packaging Assistant at Walsh’s Financial Practice, supporting the team with day-to-day administrative tasks and client service. With a background in business and experience across clerical support and market research he brings a practical, detail-oriented approach to his role. Michael values clear communication, efficiency, and a positive client experience.
Will has over 5 years of experience in financial planning, along with 2 years in the superannuation administration industry. He holds a Bachelor of Commerce (Finance) and a Diploma of Financial Planning. After 2.5 years travelling abroad, Will has recently re-joined Walsh’s with a fresh outlook and a strong focus on tailoring strategies helping clients
