Daniel James
Daniel is a Financial Adviser at Walshs with nearly a decade of experience in the financial services industry. Since beginning his advisory career in 2015, Daniel has developed a strong reputation for delivering clear, strategic financial guidance tailored to the needs of medical professionals. Joining Walshs in 2021, Daniel now leads the firm’s Doctors-in-Training advice […]
Chi Nguyen
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 […]
Carolyn Duffy
Carolyn has been working at Walshs since 2017 and has over 20 years’ experience in administration. Carolyn is always willing to take on new roles and develop her skills to ensure our clients receive the best service possible. She is always able to assist the team with any questions or tasks, and is instrumental in […]
Caroline Macdonald
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 […]
Ben Dillon
Ben joined Walshs in 2024, as apart of the lending and financial planning team. As a client service coordinator with a strong foundation in financial services, Ben strives to deliver the best possible outcomes for clients. Previously, Ben had studied a Bachelor of Business at QUT and holds a Certification IV in Finance & Mortgage […]
Ashleigh Kane
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 […]
Annabelle Clare
In Annabelle’s role as General Manager of Walshs, she is responsible for driving business operations and strategic growth. With a strong background in business management, she brings extensive experience, a commitment to integrity, and a client-centric approach to every aspect of the firm. Her expertise spans regulatory compliance, data and IT security, and operational excellence. […]
Andrew Gray
Andrew holds a Graduate Diploma of Financial Planning and brings over 20 years of experience in the financial planning industry. As a former adviser and business owner, he offers valuable insights and expertise to the team.
Ali Wildbore
Ali joined Walshs in 2024 as an assistant in the Lending Team. As a qualified hairdresser, Ali developed exceptional skills in building strong client relationships, which she later applied during her experience in car finance. Her goal with Walshs is to continue her professional development and become a fully qualified mortgage broker.