Ben joined Walshs in 2024, as apart of the lending and financial planning team. As a client service coordinator with a strong foundation in financial services, Ben strives to deliver the best possible outcomes for clients. Previously, Ben had studied a Bachelor of Business at QUT and holds a Certification IV in Finance & Mortgage
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.
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.
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.
