Daniel James

Position: Associate - Financial Adviser
Phone: Walshsinternal
Categories: Financial Advice Team, Financial Planning Division

Daniel is a Financial Adviser at Walshs with nearly a decade of experience in the financial services industry. Since beginning his advisory career in 2015, Daniel has developed a strong reputation for delivering clear, strategic financial guidance tailored to the needs of medical professionals. Joining Walshs in 2021, Daniel now leads the firm’s Doctors-in-Training advice team, where he specialises in working with Registrar and Consultant Doctors. His focus is on helping clients establish solid financial foundations early in their careers – setting them up for long-term success.<br>

Daniel’s advice spans a wide range of areas including investment strategy, property acquisition, personal insurance, superannuation, and budgeting. His personalised, practical approach ensures that clients receive advice that is not only technically sound but also aligned with their lifestyle, career stage, and long-term goals.

Known for his clear communication and genuine care for his clients, Daniel is passionate about empowering doctors to make confident, informed financial decisions.<br>

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.

Daniel James

Associate - Financial Adviser

Daniel is a Financial Adviser at Walshs with nearly a...

Kelly Gray

Position: Provisional Financial Advisor
Categories: Financial Advice Team, Financial Planning Division

Kelly is a Provisional Financial Adviser at Walshs, bringing over 20 years of experience in the financial services industry. Since joining Walshs in 2022, Kelly has demonstrated a strong background in compliance and a passion for delivering tailored solutions, empowering clients to take control of their financial future.

Kelly holds a Graduate Diploma in Financial Planning, a Certificate IV in Finance and Mortgage Broking and is an accredited SMSF adviser.

Kelly Gray

Provisional Financial Advisor

Kelly is a Provisional Financial Adviser at Walshs, bringing over...

Meet the team

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.

Kirby Jamieson

Personal Risk Specialists Adviser

Kirby Jamieson is a Financial Adviser at Walshs, specialising in...

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.

Louis Hughes

Adviser Assistant

Louis Hughes is currently in his professional year, working towards...

Luke Mackie

Position: Financial Advisor
Categories: Financial Advice Team, Financial Planning Division

Luke is a Financial Adviser at Walshs and started his career at there in 2024, starting in the accounting division. After gaining tax and compliance knowledge within the accounting sector, he transitioned to join the advice team under the leadership and guidance of Peter Hodgson. Luke now specializes in the financial wellbeing and planning of medical professionals within the public & private sector.

Luke prides himself on providing financial education to his clients so they have the knowledge of what can be achieved during their working life and beyond. Luke regularly presents at financial events for medical professionals throughout Queensland and presents at high schools to provide financial literacy to the younger generation.

Luke holds a Bachelor of Business, majoring in Finance and International Business and a Graduate Diploma in Financial Planning.

Luke Mackie

Financial Advisor

Luke is a Financial Adviser at Walshs and started his...

Meet the team

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.

Matt Gellweiler

Director – Financial Planning

Matt is a Financial Adviser who has been providing both...

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.

Peter Hodgson

Director – Financial Planning

Peter Hodgson is a Director and Financial Adviser at Walshs,...

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.

Simon Farmer

Managing Director - Financial Planning

Simon Farmer has been a dedicated Financial Adviser since 2001...

Tim McAllister

Position: Investment Analyst
Categories: Financial Advice Team, Financial Planning Division, Investments Team

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.

Tim McAllister

Investment Analyst

Tim McAllister joined Walshs as an Investment Analyst in 2020...

Tyson Rech

Position: Associate - 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.

Tyson Rech

Associate - Financial Adviser

Tyson has been working with Walshs since 2019 spending the...

Will Carty

Position: Adviser Assistant
Categories: Financial Advice Team, Wealth Health Team

Will is currently completing his Professional Year while working alongside Peter Hodgson on his pathway to becoming a Financial Adviser. With a strong foundation in accounting and recent completion of his Chartered Accountant studies, Will brings a detailed and analytical approach to financial advice.

Will is passionate about helping clients navigate complex financial decisions with confidence. He takes pride in building strong relationships and delivering a highly personalised, client-focused experience, ensuring clients feel informed, supported and understood at every stage of their financial journey.

Will Carty

Adviser Assistant

Will is currently completing his Professional Year while working alongside...

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