T: +61-7-3221 5677 - Enquiries: enquiries@walshs.com.au - Lending: lending@walshs.com.au

Walshs

One of Queensland’s leading financial planning, accounting and lending firms for medical and private clients. Providing accounting, mortgage broking and strategic financial planning advice.

T: 61-7-3221 5677
Email: enquiries@walshs.com.au

Walshs
Level 24/10 Eagle Street, Brisbane QLD 4000

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Book a Meeting – Private Clients

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1. Are you an existing client of Walshs?

YesNo

Are you a Doctor?

YesNo

Occupation

Please select applicable:

Self-EmployedABNFull TimePart TimeCasualContractUnemployedRetiredOther

Other Occupationyour full name

Please select applicable Doctor level

InternJHOSHOPHORegistrarFellowConsultant

What is your specialty field or aim?more details

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Please select type of work

PrivatePublicLocumOther

Other type of workyour full name

What would be the main purpose of your appointment

Taxation and accountingFinancial planningRetirement planningInsurancesLendingBusiness AdvisoryOther

How did you hear about us? (required)

Referred by a colleagueInternet searchAt an eventOther

Please tell us the name of the colleague who referred you, or type NONE if not applicableColleague's name

Your Name

Email

Phone

Do you have a spouse?

YesNo

Spouse Full Name

Spouse Phone Number

Spouse Email Address

Please outline your enquiry here so we can direct you to the correct Walshs team member

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2. Are you booking in for Financial Planning or Tax & Accounting?

Tax & AccountingFinancial PlanningLendingInsuranceBusiness Advisory

3. Please select the service you are booking in for:

Tax return meetingTax & strategy planning meetingOther

Book online for your financial planning meeting

IMPORTANT: Please call the office if you are not yet a client of one of the financial planners below, are unsure who your adviser is, or wish to complete a tax return.

Simon Farmer

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Matt Gellweiler

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Peter Hodgson

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Daniel James

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Tyson Rech

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Book online for your business advisory meeting.

Ben Knoblanche | Business Advisory Division

Ben Knoblanche

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IMPORTANT: Please call the office if you are not yet a client of one of the mortgage brokers below. Contact our office on 07 3221 5677.

Darole Evans

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Grace Lee

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Karen Holmes

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IMPORTANT: Please call the office if you are not yet a client of one of the insurance team below please contact our office on 07 3221 5677.

Kirby Jamieson

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Lynn Tan

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Matthew Ilott

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IMPORTANT: Please call the office if you are not yet a client of one of the accountants below, are unsure who your adviser is, or wish to complete a tax return.

Stewart Mcleod

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Hugh Walsh

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Ben Knoblanche

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Amit Kumar

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Roarke Ronan

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4. Please select the option that best applies to your Tax Return:

Wealth HealthABN income - Salary & Wages - RentalsTrust - Company & Personal returns

If you have any prior year returns or specific queries, please note this in the "Reason for Visit" section.

If the time you would like is not available, or you would like to book in for the next best available appointment time, please contact our office on 07 3221 5677.

Ethan Doran

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Shamien Seliman

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Caitlin Holmes

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Please contact our office on 07 3221 5677 to book a meeting with your accountant.

CONTACT US >

Please contact our office on 07 3221 5677 to book a meeting with your accountant.

CONTACT US >

5. Are you a doctor:

YesNo

6. Doctor - Please select from below income options:

PAYG DoctorABN Income over 75KLocum Income over 75K

Ethan Doran

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Shamien Seliman

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Caitlin Holmes

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Nitai Findlay

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Bailey Coghill

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6. Private Client - Please select from below income options:

PAYG EmployeeABN Income over 75K

Ethan Doran

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Shamien Seliman

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Caitlin Holmes

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Nitai Findlay

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Bailey Coghill

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Contact

PHONE: 61-7-3221 5677
FACSIMILE: 61-7-3221 5744
EMAIL: enquiries@walshs.com.au
LENDING EMAIL: lending@walshs.com.au

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MAKE AN ENQUIRY OR BOOK A MEETING HERE

Location

OFFICE: Level 24/10 Eagle Street, Brisbane QLD 4000
POSTAL ADDRESS: GPO Box 12, Brisbane QLD 4001

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All advice on this site is general in nature and does not take into account your personal circumstances. Please do not hesitate to contact one of our adviser accountants or financial planning advisers if you have a query that is specific to your circumstances.

ABN 11 248 978 295 Walshs Financial Planning Pty Ltd AFSL 432636 ABN 82 122 293 912 Corporate Authorised Representative No. 463774 of Walshs Finance Australian Credit Licence 459119

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Make a booking with Tanya Bridge

If the time you would like is not available, please contact our office on 07 3221 5677.

BOOK ONLINE FOR YOUR TAX RETURN MEETING - WALSHS WEALTH HEALTH PACKAGE

If the time you would like is not available, please contact our office on 07 3221 5677.

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If you would like a Walshs adviser to contact you or to receive marketing material from Walshs and/or be advised of upcoming seminars and events please provide your contact details.
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