Managing Director, Walshs Financial Planning
Simon Farmer has been a financial advisor since 2001. He has been the managing director and founding partner of Walshs Financial Planning since 2006. Simon manages Walshs most senior financial planning clients and has a thorough understanding of all investment asset classes, superannuation, personal insurances and family trusts and business entities.
Simon is a regular speaker on financial matters for the Royal Australian College of Surgeons as well as various other medical associations. He is a current and founding board member of Small Steps for Hannah (a domestic violence prevention charity). He has a Bachelor of Business, Advanced Diploma in Financial Planning, a Certified Financial Planner (CFP), an SMSF accredited advisor and a Cert IV in Mortgage Broking.
Partner – Financial Planning
Matt is a Financial Advisor 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.
Partner – Financial Planning
Peter Hodgson is a Partner and Financial Advisor 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 RACS, QORA and medical schools across Queensland.
Peter 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, risk, superannuation, and investments.
Practice Manager - Financial Planning
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 is an ACA Level 2 Counsellor, who holds a Master of Counselling and Bachelor of Behavioural Science (Psychology) from QUT.