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Financial Planning Leadership Team - Medical

Simon Farmer

Managing Director, Walshs Financial Planning

Simon Farmer has been a financial advisor since 2001. He has been the managing director and founding partner of Walshs Financial Planning since 2006. Simon manages Walshs most senior financial planning clients and has a thorough understanding of all investment asset classes, superannuation, personal insurances and family trusts and business entities.

Simon is a regular speaker on financial matters for the Royal Australian College of Surgeons as well as various other medical associations. He is a current and founding board member of Small Steps for Hannah (a domestic violence prevention charity). He has a Bachelor of Business, Advanced Diploma in Financial Planning, a Certified Financial Planner (CFP), an SMSF accredited advisor and a Cert IV in Mortgage Broking.

Matt Gellweiler

Partner – Financial Planning

Matt is a Financial Advisor who has been providing both strategic and practical advice with Walshs since 2015. This has been primarily for medical practitioners, doctors in training, as well as consultants in the early stages of their specialisation. Matt provides advice across the areas of Property, Equities, Lending, Insurance, Superannuation and Salary Packaging. As well as providing specialist financial advice for his clients, Matt is also a qualified and actively practicing Mortgage Broker.

Matt holds a Bachelor of Commerce, an Advanced Diploma of Financial Planning and a Diploma in Finance and Mortgage Broking.

Peter Hodgson

Partner – Financial Planning

Peter Hodgson is a Partner and Financial Advisor at Walshs, having worked in the industry since 2013. He specializes in the financial planning needs of medical professionals in both public and private practice. Peter knows first-hand the journey of a medical professional, having seen his wife’s career progression from medical student to specialist. He prides himself on building long-term relationships with clients throughout their career as their trusted advisor. Peter regularly presents at financial educational events for RACS, QORA and medical schools across Queensland.

Peter holds a Master of Financial Planning, Bachelor of Business, Certificate IV in Finance and Mortgage Broking. He is a member of the Financial Planning Association of Australia and the Australian Institute of Company Directors.

Peter provides specialist advice on asset structuring and progression, as well as individualised financial advice strategies to meet his clients’ objectives, including property, risk, superannuation, and investments.

Naomi Beggs

Practice Manager - Financial Planning, PA to Matthew Gellweiler

Naomi has been working at Walshs Practice since 2015 and has worked in a variety of divisions of the business. Naomi is passionate about ensuring all of the Walshs Team feel supported and have a positive experience working at Walshs. She does this by implementing her skills as a counsellor and drawing on her experience working at Walshs.

Naomi is an ACA Level 2 Counsellor, who holds a Master of Counselling and Bachelor of Behavioural Science (Psychology) from QUT.

Advice Team

Simon Farmer

Managing Director, Walshs Financial Planning

Simon Farmer has been a financial advisor since 2001. He has been the managing director and founding partner of Walshs Financial Planning since 2006. Simon manages Walshs most senior financial planning clients and has a thorough understanding of all investment asset classes, superannuation, personal insurances and family trusts and business entities.

Simon is a regular speaker on financial matters for the Royal Australian College of Surgeons as well as various other medical associations. He is a current and founding board member of Small Steps for Hannah (a domestic violence prevention charity). He has a Bachelor of Business, Advanced Diploma in Financial Planning, a Certified Financial Planner (CFP), an SMSF accredited advisor and a Cert IV in Mortgage Broking.

Matt Gellweiler

Partner – Financial Planning

Matt is a Financial Advisor who has been providing both strategic and practical advice with Walshs since 2015. This has been primarily for medical practitioners, doctors in training, as well as consultants in the early stages of their specialisation. Matt provides advice across the areas of Property, Equities, Lending, Insurance, Superannuation and Salary Packaging. As well as providing specialist financial advice for his clients, Matt is also a qualified and actively practicing Mortgage Broker.

Matt holds a Bachelor of Commerce, an Advanced Diploma of Financial Planning and a Diploma in Finance and Mortgage Broking.

Peter Hodgson

Partner – Financial Planning

Peter Hodgson is a Partner and Financial Advisor at Walshs, having worked in the industry since 2013. He specializes in the financial planning needs of medical professionals in both public and private practice. Peter knows first-hand the journey of a medical professional, having seen his wife’s career progression from medical student to specialist. He prides himself on building long-term relationships with clients throughout their career as their trusted advisor. Peter regularly presents at financial educational events for RACS, QORA and medical schools across Queensland.

Peter holds a Master of Financial Planning, Bachelor of Business, Certificate IV in Finance and Mortgage Broking. He is a member of the Financial Planning Association of Australia and the Australian Institute of Company Directors.

Peter provides specialist advice on asset structuring and progression, as well as individualised financial advice strategies to meet his clients’ objectives, including property, risk, superannuation, and investments.

Daniel James

Financial Advisor

Daniel is a financial advisor at Walshs, having worked in the industry since 2015. He specialises in the financial planning needs of new and existing junior doctor clients to Walshs. Daniel provides advice on asset structuring and progression, as well as individualised financial advice to meet his clients’ objectives such as buying property, tailored personal insurance advice, superannuation, and investment strategies.

Daniel holds a Master of Financial Planning Degree, and a Certificate IV in Finance and Mortgage Broking.

Lending Team

Donna Sutherland

Mortgage Broker Manager

Donna is the manager of the Mortgage Broking team at Walshs, first starting with the firm in 2004. Donna is focused on gaining a complete understanding of the financial circumstances of her lending clients to help ensure the best possible loan structure and outcome for them.

Donna holds a Diploma of Financial Markets, a Graduate Certificate in Financial Planning, a Certificate IV in Finance and Mortgage Broking and a Certificate in Governance and Risk Management. Donna is a JP and an affiliated member of the Governance Institute of Australia.

Kaitlyn Jolly

Lending Specialist

Kaitlyn holds a Diploma of Finance and Mortgage Broking, an Advanced Diploma in Financial Planning and a Diploma in Management. Kaitlyn brings over 6 years of experience within the Financial Services Industry and has specialised in lending for 2 years.

Previously awarded as state winner in a team for excellence in client satisfaction, Kaitlyn strives to achieve a stress-free lending experience.

Sarah Haines

Mortgage Broker Assistant

Sarah is currently completing a Diploma of Finance & Mortgage Broking Management. Sarah joined Walshs in March 2021 and enjoys building relationships with clients. Sarah has always been interested in administration work and is a fundamental support to the success of the lending division at Walshs.

Asher Murning

Loan Manager

Asher is one of our new staff members who currently works in the lending division at Walshs and started here in 2021. Coming from ANZ, Asher has over 3 years of experience in home & investment lending and holds a strong focus on providing an exceptional client experience.

Wilson Lorensyah

Lending Assistant

Wilson joined our team in 2020 as a lending assistant. Wilson is enthusiastic in making more streamlined lending processes and has a strong motivation to create a positive experience for the lending team and clients. He also helps with the analytics and is involved with business intelligence for supporting the internal management. Wilson holds a double degree Bachelor of Commerce and Bachelor of Math.

Keith Wiskar

Lending Specialist

Insurance Team

Kirby Jamieson

Leader of Personal Risk Team and Adviser

Kirby Jamieson is a financial advisor at Walshs, specialising in insurance advice. Kirby provides tailored personal insurance advice to a wide range of clients, with a focus on complex strategies. With more than nine years’ experience in the financial planning industry, Kirby leads a team of four dedicated insurance staff within the Walshs insurance division.

Kirby holds a Bachelor of Business, Advanced Diploma in Financial Planning, and has successfully completed the FASEA adviser exam.

Lynn Tan

Risk Client Service Manager

With a Bachelor in Science - Pathology, along with her experience in the insurance sector, Lynn’s unique skillset allows her to understand and support our clients, providing them with a great insurance experience. Driven by attaining the best outcomes for Walshs clients, she takes pride in providing exceptional ongoing service, direction, and transparency throughout the process from preassessment, right through to claims.

Rene Baker

Risk Services Officer

Rene holds a Bachelor of Commerce majoring in Accounting and Applied Finance, a Bachelor of Laws and is a Qualified Justice of the Peace.

Rene has worked in the financial industry for almost 18 years, joining the Walshs team this year in the Insurance department and looking forward to assisting clients with their insurance needs.

Investments Team

Carolyn Duffy

Investment Administration Manager

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 ensuring the business runs smoothly.

Tim McAllister

Analyst

Tim is studying a Bachelor of Advanced Finance and Economics at the University of Queensland. Tim commenced working with Walshs in 2020 as an Analyst and his role is to assist in investment administration, while also providing research and analysis for the Walshs Investment Committee.

Salary Packaging Team

Keehly Peters

Salary Packaging Manager

Keehly manages our salary packaging division and is required to monitor all clients’ accounts to ensure they receive their maximum tax benefits each year. Keehly has been working at Walshs since 2018 and stepped into the role of salary packaging manager in 2020. She is always thinking of ways to improve processes to make them easier for clients to engage with our services and is passionate about positive client experiences.

Keiha Harper

Salary Packaging Assistant

Keiha started with Walshs Financial Planning in 2020 as an administrator for the Salary Packaging Team. Keiha has brought energy and enthusiasm to her role by focusing on her passions of client service.

Keiha has come from a background of management in the Hospitality industry and draws on her knowledge to provide an exceptional client experience.

Rachael Brooks-Donald

Client Services

Rachael joined Walshs in early 2014 to support the rapidly growing Financial Planning business. Since commencing with Walshs, Rachael has worked across many areas of the business and is currently supporting the Salary Packaging division.

Administration Team

Abbey Noakes

P.A. to Simon Farmer

Abbey joined the Walshs team in 2020 as Simon Farmer’s personal assistant. Abbey’s passion is client service and enjoys developing client relationships to ensure ongoing excellence in service for all clients.

Abbey draws on her vast experience from having worked in client service for over 9 years in a range of industries, where her focus was on great communication and providing an exceptional client experience.

Bianca De Fortier

Client Services Coordinator

Bianca joined the Walshs team in early 2021 and has quickly stepped up to become an instrumental part of the administration team. Bianca is completing a Bachelor of Social Work whilst working at Walshs and is looking forward to gaining more experience in an office administration environment.

Marissa Walsh

Client Services Officer to Peter Hodgson

Marissa joined the team at Walshs in 2020 as Client Services Officer to Peter Hodgson. Marissa has over 8 years of experience in the customer service industry and has brought her high attention to detail and problem-solving skills to her role.

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