Book a Meeting – Private Clients

Book a meeting

Follow the prompts below to book

1 Step 1
1. Are you an existing client of Walshs?
Are you a Doctor?
Please select applicable:
Please select applicable Doctor level
Please select type of work
What would be the main purpose of your appointment
How did you hear about us? (required)
Do you have a spouse?
2. Are you booking in for Financial Planning or Tax & Accounting?
3. Please select the service you are booking in for:
Book online for your financial planning meeting

IMPORTANT: Please call the office if you are not yet a client of one of the financial planners below, are unsure who your adviser is, or wish to complete a tax return.


Book a Meeting – Private Clients

Simon Farmer

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Matt Gellweiler

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Peter Hodgson

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Daniel James

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Tyson Rech

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Arin Doig

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IMPORTANT: Please call the office if you are not yet a client of one of the mortgage brokers below. Contact our office on 07 3221 5677.


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Darole Evans

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IMPORTANT: Please call the office if you are not yet a client of one of the insurance team below please contact our office on 07 3221 5677.


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Luke Hallam

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Angela Lewis

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Kirby Jamieson

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Lynn Tan

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Matthew Ilott

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IMPORTANT: Please call the office if you are not yet a client of one of the accountants below, are unsure who your adviser is, or wish to complete a tax return.


Book a Meeting – Private Clients

Alex Firman

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Stewart Mcleod

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Hugh Walsh

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Ben Knoblanche

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Roarke Ronan

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4. Please select the option that best applies to your Tax Return:

If you have any prior year returns or specific queries, please note this in the "Reason for Visit" section.

If the time you would like is not available, or you would like to book in for the next best available appointment time, please contact our office on 07 3221 5677.

Book a Meeting – Private Clients

Doctor Tax Teams

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Victor Tereszko

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Ayden Rowe

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Book a Meeting – Private Clients

Kang Phan

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Please contact our office on 07 3221 5677 to book a meeting with your accountant.


CONTACT US >

Please contact our office on 07 3221 5677 to book a meeting with your accountant.


CONTACT US >

5. Are you a doctor:
6. Doctor - Please select from below income options:

Book a Meeting – Private Clients

Tax Teams

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Couples Tax Teams

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Book a Meeting – Private Clients

Bernie Illoz

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Jack Riley

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Book a Meeting – Private Clients

Victor Tereszko

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Book a Meeting – Private Clients

Ayden Rowe

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Book a Meeting – Private Clients

Kang Phan

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It’s important to ensure you’re booked with the appropriate accountant for your meeting. Please contact our office on (07) 3221 5677 and we will prioritise your booking.

6. Private Client - Please select from below income options:

Book a Meeting – Private Clients

Tax Teams

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Book a Meeting – Private Clients

Couples Tax Teams

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Book a Meeting – Private Clients

Ayden Rowe

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Book a Meeting – Private Clients

Kang Phan

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Book a Meeting – Private Clients

Tax Teams

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Book a Meeting – Private Clients

Couples Tax Teams

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Contact

Location

  • OFFICE: Level 24/10 Eagle Street, Brisbane City, QLD 4000
  • POSTAL ADDRESS: GPO Box 12, Brisbane QLD 4001
Book a Meeting – Private Clients

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Book a Meeting – Private Clients
All advice on this site is general in nature and does not take into account your personal circumstances. Please do not hesitate to contact one of our adviser accountants or financial planning advisers if you have a query that is specific to your circumstances.
ABN 11 248 978 295 Walshs Financial Planning Pty Ltd AFSL 432636 ABN 82 122 293 912 Corporate Authorised Representative No. 463774 of Walshs Finance Australian Credit Licence 459119

Liability limited by a scheme approved under Professional Standards Legislation.
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Book 15 minute lending call

If the time you would like is not available, please contact our office on<br>07 3221 5677.