Annabelle joined the administration team at Walshs in 2016 and has since worked in client services; personal assistant roles to Hugh Walsh and Stewart McLeod; as well as leading the administration team. Annabelle moved into the Practice Management role in 2019 where she works with the partners in facets of people and operations management. She draws on her extensive knowledge in business operations as a previous business owner.

Annabelle is passionate about people and business leadership, as well as ensuring the provision of excellence in client service for the clients of Walshs. Annabelle holds a Bachelor of Built Environment (Interior Design) from Queensland University of Technology, Cert IV in Business Management, Diploma of Business, and a Diploma of Leadership and Management. Annabelle commenced a Master of Business Administration in 2021 and moved into her role as General Manager in 2022.

As a Partner and industry specialist at Walshs, Hugh’s emphasis is on building trusted long-term relationships with his clients to help them grow, protect and manage their wealth.
Hugh offers a wide range of skills and experience in providing strategic business and taxation advice to help his clients achieve their goals and manage their financial compliance. Hugh is known for collaborating closely with his clients, working together through every step of their business development.

Prior to joining Walshs, Hugh worked with various companies in Australia and abroad including PwC, Suncorp and CS Energy, he is a Director and Board member of Aussie Kidz Charity Ltd, and a member of the Australian Institute of Company Directors.

Hugh holds a Bachelor of Commerce, a Bachelor of Economics, a Master of Business Administration, a Diploma of Financial Planning and is a member of Chartered Accountants Australia & New Zealand.

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.

Michael Walsh is the founder and CEO of Walshs Accounting and Taxation. Michael has over 30 years’ experience advising SMEs, professionals and high net worth individuals. He specialises in business and tax-effective structures, business management, taxation and superannuation.

Michael is the holder of a Bachelor of Commerce, Diploma in Financial Management, Diploma of Financial Planning, is a Chartered Accountant, Chartered Taxation Advisor, accredited SMSF Specialist and authorised financial planner.

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 became HR Manager in 2022 and is an ACA Level 2 Counsellor, who holds a Master of Counselling and Bachelor of Behavioural Science (Psychology) from QUT.

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 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.

Having a wealth of experience dealing with taxation, financial statements, GST, tax planning, SMSF, structures and ATO compliance, Stewart’s aim is to help his clients become financially independent. There are many facets that come together to help clients achieve this and there is no blanket approach that works for everyone. Stewart fully evaluates the situation, the needs and requirements along with the clients’ priorities to formulate an appropriate action plan not only short term but also long term. Stewart works with professionals that have or are about to embark on entering into a new phase of their career where the use of the most appropriate tax structure is crucial.

Stewart holds a Bachelor of Commerce, Bachelor of Physical Education, Certificate IV in Finance and Mortgage Broking, is a Chartered Taxation Advisor and is a member of the Institute of Chartered Accountants Australia and New Zealand.

Tim first joined Walshs in 2003 as a Graduate Accountant. In 2007 he left for the UK, where he gained extensive experience with large multi-national businesses that included the likes of Tate & Lyle Sugar, and IMG.

He has worked with different business sizes across varied industries, most recently focusing on the Property and Construction industries. Tim has returned to Walshs to focus on his sweet spot of helping clients in the SME space. His client centric and commercial approach allows him to communicate appropriate action plans clearly and facilitate development of future strategic goals.
Tim holds a Bachelor of Commerce majoring in Accounting, Diploma of Financial Planning and is a member of Chartered Accountants Australia & New Zealand.