Ali joined Walshs in 2024 as an assistant in the Lending Team. As a qualified hairdresser, Ali developed exceptional skills in building strong client relationships, which she later applied during her experience in car finance. Her goal with Walshs is to continue her professional development and become a fully qualified mortgage broker.

Andrew has the Graduate Diploma of Financial Planning is a former adviser and business owner. He brings over 20 years of financial planning experience to the team.

Angela joined Walshs as part of our implementation team in October 2024. Before that, she spent three years at a boutique financial planning firm. She’s passionate about learning new things and thrives in a collaborative environment. Angela is excited to continue growing her skills so she can help provide the best possible service to Walshs clients.

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.

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.

Ashleigh first joined Walshs in 2022 and has steadily advanced within the company. Starting as a Client Service Coordinator (CSC), she was promoted to Personal Assistant, and now proudly serves as the Executive Assistant to Simon Farmer (Managing Director).

With a commitment to providing holistic care to clients, Ashleigh continually strives to enhance the client experience through attentive service and comprehensive support. Her journey within the company reflects not only her professional achievements but also her unwavering dedication to client well-being.

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.

Cooper joined Walshs in 2024 as a key member of our implementation team. With a background in mechanical engineering, Cooper brings a unique analytical perspective to financial planning. Known for his enthusiasm and commitment to continuous learning, Cooper excels in client engagement and satisfaction. He is set to graduate in 2025 with a double degree in Financial Planning and Mechanical Engineering.

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.

Daniel started at Walshs in 2024 within the Salary Packaging team. Daniel has completed a bachelor’s degree in economics and his graduate diploma in financial planning.

Daniel also has a professional background in project management and hopes to utilise this client focused background as well as his education in financial services to deliver the best client experience possible.

Donna is the manager of the Walshs Mortgage Broking team, first starting with the firm in 2004. Donna is focused on helping clients find the best solution for their lending needs, from homes to medical practices.

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

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 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 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.

Originally from New Zealand, Luanne joined Walshs in 2023 as an assistant in the Salary Packaging team and as of late 2024 transitioned into leadership as the Salary Packaging manager . With over 5 years administration experience, Luanne strives to always maintain positive client relationships and ensuring the Salary Packaging department runs smoothly to provide clients with the best service possible.

Luke has been working at Walshs as part of our insurance team since August 2022.

With a passion for learning and working in a collaborative team, he plans to continue to develop his skills to ensure Walshs clients are provided with the best service possible.

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 joined Walshs in 2022 with over 14 years of experience in the financial services industry. Most recently Matt spent 10 years with BT/Westpac with the last 5 being in their Insurance Distribution team.

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.

Taylah joined Walshs Financial Planning in November of 2022 as a Clients Service Coordinator for the Lending Team, bringing with her a wealth of experience a strong commitment to exceptional client service. With a background in hospitality management. Taylah developed a passion for delivering outstanding customer experiences, which seamlessly translates into her current role as a Mortgage Broker. She holds a Cert IV in Finance & Mortgage Broking and is dedicated to helping clients navigate the often complex world home financing.

Taylah is driven by a desire to find the right lending solutions for each individual, whether it’s helping clients achieve the dream of homeownership or supporting healthcare professionals in starting their medical practices. With her expertise, attention to detail, and client-focused approach, Taylah ensure a smooth and positive journey with every step of the lending process

Tilly joined Walshs in 2023, bringing with her a strong background in customer service, with roles that emphasised client outcomes and effective communication. As Personal Assistant to Tyson Rech and Client Service Coordinator to Arin Doig, she is committed to leveraging her skills to deliver exceptional service and a seamless experience for Walshs’ clients.

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.

Tom joined Walshs in June 2024 as part of the Financial Planning Team. With three years of experience in the mortgage finance industry, he brings a wealth of knowledge and a solid foundation to his role. He holds a Bachelor of Business (International) and a Bachelor of Business Administration, achieved through an enriching year of study abroad in Paris. Recently, he earned his Master of Applied Finance and is eager to deepen his expertise in the finance industry. Tom is passionate about elevating the overall client experience and is always looking for innovative ways to enhance his skills.

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.