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.
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
In Annabelle’s role as General Manager of Walshs, she is responsible for driving business operations and strategic growth. With a strong background in business management, she brings extensive experience, a commitment to integrity, and a client-centric approach to every aspect of the firm. Her expertise spans regulatory compliance, data and IT security, and operational excellence.
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
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.
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
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
