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
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
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
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
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
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.
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
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
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
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.
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