Arin Doig
Position: Financial Advisor
Categories: Financial Advice Team, Financial Planning Division
Arin is a Financial Adviser 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. Arin 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.
Arin has, Bachelor of Business majoring in Accounting, Advanced Diploma in Financial Planning, CERTIFIED FINANCIAL PLANNER® certification and Certificate IV in Finance and Mortgage Broking. He is a member of the Financial Advice Association Australia.
Daniel James
Position: Financial Adviser
Categories: Financial Advice Team, Financial Planning Division
Daniel joined Walshs as a Financial Adviser in 2015, bringing with him extensive experience in the financial services industry. He specializes in addressing the unique financial planning needs of both new and existing Registrar and Consultant Doctors.
As the leader of the Doctors-in-training advice team, Daniel is passionate about helping his clients build strong financial foundations early in their career for long term financial success. He offers tailored and personalised advice on investments, property acquisition, personal insurance, superannuation, budgeting and cashflow.
In his spare time, you will find Daniel spending time with his wife and two young children, running or doing a spot of fishing with his son Henry.
Kelly Gray
Position: Advice and Compliance Specialist
Categories: Financial Advice Team, Financial Planning Division
Kelly joined the Paraplanning team at Walshs in 2022, bringing over 20 years of experience in the Financial Planning industry. With a strong background in compliance and a passion for finding solutions, Kelly fosters an efficient and productive atmosphere. Kelly holds a Graduate Diploma of Financial Planning and an accreditation in SMSF advice.
Kirby Jamieson
Position: Personal Risk Specialists Adviser
Categories: Financial Advice Team, Financial Planning Division
Kirby Jamieson is a Financial Adviser 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.
Louis Hughes
Position: Adviser Assistant
Categories: Financial Advice Team, Financial Planning Division
Louis Hughes is currently in his professional year, working towards becoming a financial adviser. Having joined Walshs in 2023, and working in the industry since 2021, he has gained experience and knowledge in a wide range of areas such as personal risk insurance, investments, and lending.
In his spare time, Louis enjoys reading about market trends and exploring new investment strategies. His goal is to empower clients with the information they need, to make informed decisions and succeed. With a blend of enthusiasm and expertise, Louis strives to make financial planning a breeze.
Luke Mackie
Position: Adviser Assistant
Categories: Financial Advice Team, Financial Planning Division
Matt Gellweiler
Position: Director – Financial Planning
Categories: Financial Advice Team, Financial Planning Division, Leadership Team
Matt is a Financial Adviser 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
Position: Director – Financial Planning
Categories: Financial Advice Team, Financial Planning Division, Leadership Team
Peter Hodgson is a Director and Financial Adviser 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 Specialist Medical Societies in throughout QLD.
Peter is a Certified Financial Planner (CFP) and 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, insurance, superannuation, and investments.
Simon Farmer
Position: Managing Director - Financial Planning
Categories: Financial Advice Team, Financial Planning Division, Leadership Team
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.
Tim McAllister
Position: Investment Analyst
Categories: Financial Advice Team, Financial Planning Division
Tim McAllister joined Walshs as an Investment Analyst in 2020 and has since become an integral member of the financial planning team. He contributes valuable research and analysis to the Walshs Investment Committee while also actively reviewing client portfolios.
Tim earned a Bachelor of Advanced Finance and Economics (First Class Honours) from The University of Queensland in 2023.
Tyson Rech
Position: Financial Adviser
Categories: Financial Advice Team, Financial Planning Division
Tyson has been working with Walshs since 2019 spending the first two years specialising in taxation for medical professionals. He has since transitioned to the financial planning division as a Financial Adviser. Tyson is passionate about delivering great results for his clients and enjoys opportunities to connect with clients to drive great outcomes.
Tyson holds a Bachelor of Commerce, majoring in accounting and finance, a Bachelor of Business Management, majoring in marketing and a Graduate Diploma in Financial Planning.