Sam joined Walshs as an SMSF Accountant in 2024, bringing with him over six years of specialised experience in Self-Managed Super Funds. He is passionate about helping clients achieve strong outcomes while staying ahead of the ever-evolving SMSF compliance and strategy landscape. Sam holds a Bachelor of Commerce and a Bachelor of Economics, is a certified SMSF Specialist Advisor (SSA®) through the SMSF Association and is a proud member of Chartered Accountants Australia and New Zealand.

Sandra has over 25 years’ experience in the taxation field and has been at Walshs Practice since 2001.

Sandra’s qualifications include:
– Chartered Accountants Australia & New Zealand (CA ANZ), Graduate Diploma in Advance Accounting (Queensland University of Technology), Bachelor of Business (Accountancy) (Queensland University of Technology)

She specialises in providing accounting and taxation services to taxpayers, including employees, investors and retirees and small business clients operating as sole traders, companies, trusts and partnerships. She also plays an integral part in the training and mentoring of our junior staff.

Sarina has worked as a bookkeeper for over 6 years, and she joined the Walshs team in 2018. Sarina is very focused on client service and attention to detail.

She holds a Certificate IV in Bookkeeping.

Simon Farmer has been a dedicated Financial Adviser since 2001 and has served as the Managing Director and founding partner of Walshs Financial Planning since 2006. In his role, Simon oversees the firm’s most senior financial planning clients, leveraging his thorough understanding of all investment asset classes, superannuation, personal insurances, family trusts, and business entities.

Simon is a recognised speaker on financial matters, frequently presenting for the Royal Australian College of Surgeons and various other medical associations. His educational background includes a Bachelor of Business, an Advanced Diploma in Financial Planning, and is a Certified Financial Planner (CFP). Additionally, Simon is an SMSF accredited adviser and has earned a Certificate IV in Mortgage Broking.

Simon shows the utmost dedication to ensuring the financial well-being of his clients and takes great pride in providing comprehensive care. He upholds the highest standards in his practice, and his commitment to exceptional service is unwavering.

Sophia is an Undergraduate Accountant at Walshs and is currently completing her final semester at QUT. Prior to joining the team, she worked in hospitality, gaining strong customer service and multitasking experience. Sophia is fluent in two additional languages besides English and is currently learning Korean, reflecting her enthusiasm for ongoing personal and professional development.

Sophie started at Walshs in January 2024 as an Administration Assistant in the Corporate Secretarial team and is now a Client Services Coordinator in the Wealth Health team.

With a previous background in hospitality, she takes pride in her attention to detail and time management skills.

Sophie is a committed team player and enjoys assisting the Wealth Health team with providing clients a positive and professional experience.

Stuard Graduated from the Australian Catholic University in 2021 with a Bachelor of Business Administration. He joined Walshs in March 2025 and is currently a member of the Implementation Team, specialising in insurance and investment implementation, as well as client retention.