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Accounting Leadership Team - Medical

Michael Walsh

CEO – Accounting & Taxation

Michael Walsh is the founder and CEO of Walshs Accounting and Taxation. Michael has over 30 years’ experience advising SMEs, professionals and high net worth individuals. He specialises in business and tax-effective structures, business management, taxation and superannuation.

Michael is the holder of a Bachelor of Commerce, Diploma in Financial Management, Diploma of Financial Planning, is a Chartered Accountant, Chartered Taxation Advisor, accredited SMSF Specialist and authorised financial planner.

Hugh Walsh

Partner – Accounting & Taxation

As a Partner and industry specialist at Walshs, Hugh’s emphasis is on building trusted long-term relationships with his clients to help them grow, protect and manage their wealth.

Hugh offers a wide range of skills and experience in providing strategic business and taxation advice to help his clients achieve their goals and manage their financial compliance. Hugh is known for collaborating closely with his clients, working together through every step of their business development.

Prior to joining Walshs, Hugh worked with various companies in Australia and abroad including PwC, Suncorp and CS Energy. Hugh holds a Bachelor of Commerce, Bachelor of Economics, a Masters of Science, a Masters of Business Administration, Diploma of Financial Planning and is a member of Chartered Accountants Australia & New Zealand.

Stewart McLeod

Partner – Accounting & Taxation

Having a wealth of experience dealing with taxation, financial statements, GST, tax planning, SMSF, structures and ATO compliance, Stewart’s aim is to help his clients become financially independent. There are many facets that come together to help clients achieve this and there is no blanket approach that works for everyone. Stewart fully evaluates the situation, the needs and requirements along with the clients’ priorities to formulate an appropriate action plan not only short term but also long term. Stewart works with professionals that have or are about to embark on entering into a new phase of their career where the use of the most appropriate tax structure is crucial.

Stewart holds a Bachelor of Commerce, Bachelor of Physical Education, Certificate IV in Finance and Mortgage Broking, is a Chartered Taxation Advisor and is a member of the Institute of Chartered Accountants Australia and New Zealand

Annabelle Clare

Practice Manager - Accounting and Taxation

Annabelle joined the administration team at Walshs in 2016 and has since worked in client services; personal assistant roles to Hugh Walsh and Stewart McLeod; as well as leading the administration team. Annabelle moved into the Practice Management role in 2019 where she works with the partners in facets of people and operations management. She draws on her extensive knowledge in business operations as a previous business owner.

Annabelle is passionate about people and business leadership, as well as ensuring the provision of excellence in client service for the clients of Walshs. Annabelle holds a Bachelor of Built Environment (Interior Design) from Queensland University of Technology, Cert IV in Business Management, Diploma of Business, and a Diploma of Leadership and Management. Annabelle commenced a Master of Business Administration in 2021.

Medical Practice Team

Kate Chant

Senior Accountant

Kate joined the Walshs team as a graduate accountant in 2014 after completing her Bachelor of Business majoring in Accountancy at Queensland University of Technology. She enjoys working with her clients in the small business and investment space while also specialising in compliance for medical practices and consultants.

Kate holds a Bachelor of Accounting Degree and is a member of the Institute of Chartered Accountants of Australia (CA ANZ).

Antoinette Mosedale

Client Manager

Antoinette has been part of the Walshs Practice team for more than 15 years. Antoinette has nearly 25 years’ experience advising small to large sized businesses in a range of accounting and taxable matters. She draws from her knowledge base and experience throughout her career in working with clients in a wide variety of different industries.

Antoinette is the holder of a Bachelor of Business with a major in Accountancy and is a Certified Practising Accountant (CPA).

Sandra Marshall

Client Manager

Sandra has over 25 years’ experience in the taxation field and has been at Walshs Practice since 2001. Sandra’s qualifications include:
• Chartered Accountants Australia & New Zealand (CA ANZ) • Graduate Diploma in Advance Accounting (Queensland University of Technology) • Bachelor of Business (Accountancy) (Queensland University of Technology)
She specialises in providing accounting and taxation services to taxpayers, including employees, investors and retirees and small business clients operating as sole traders, companies, trusts and partnerships. She also plays an integral part in the training and mentoring of our junior staff.

Tanya Bridge

Senior Accountant

Tanya joined the Walshs team in 2017 and has been working with a variety of clients including business and investment groups. Tanya is committed to working with clients on developing meaningful relationships and achieving the best outcomes.

Tanya graduated with a Bachelor of Commerce (Distinction) from the University of Southern Queensland, is a Chartered Accountant, Qualified Justice of the Peace, and a Fellow of the Tax Institute.

Kaitlin Brock

Senior Accountant

As a medical accounting specialist, Kaitlin strives to build strong relationships with her clients to not only educate them but to help them become financially independent over time. Kaitlin has a wide range of skills and knowledge from dealing with taxation, financial statement, GST, tax planning and ATO compliance which she draws on to ensure the appropriate plan is implemented with all her clients.

Kaitlin holds a Bachelor of Commerce and is a member of Chartered Accountants Australia and New Zealand.

Dylan Scott

Senior Accountant

Dylan joined the Walshs team as a Graduate Accountant in 2016. With a focus on delivering tax and accounting services, Dylan is committed to providing an exceptional Walshs experience to clients.

Dylan holds a Bachelor of Accounting degree and is a Member of the Institute of Chartered Accountants of Australia.

Megan Rafter

Client Services Coordinator

With five years prior experience in accounting and finance administration, Meg joined the Walshs Team in 2020 as a client services coordinator for the clients of Hugh Walsh. From the start of the 2022 financial year, Meg will work alongside Michael Walsh as client services coordinator for Michael’s valued client base.

Meg holds a Bachelor of Business majoring in Tourism Management and Marketing.

Sophie Wataman

Client Services Coordinator, P.A. to Hugh Walsh

Sophie joined the Walshs team in 2019 commencing as an administrator within the administration team. Sophie has since moved into Client Service Coordinator roles for the Wealth Health and Private Practice Teams. Sophie is now P.A. to Hugh Walsh and Client Service Coordinator to Hugh’s clients. Sophie brings with 7 years of client service experience and knowledge to her role.

Tarni Underhill

Client Services Coordinator, P.A. to Stewart McLeod

Tarni holds a Bachelor of Business majoring in Human Resource Management and Marketing and has been a part of the Walshs team since 2019. Tarni joined the team as our receptionist and has since moved on to Client Service Coordinator for Michael Walsh's clients, and now for Stewart McLeod's clients, as well as being Stewart's personal assistant. Tarni enjoys the variety of work in assisting both our business clients as well as medical professionals.

Private Practice Team

Kaitlin Brock

Senior Accountant – Private Practice Client Manager

Kaitlin joined the Walshs team as a Graduate Accountant in 2017 after completing her Bachelor of Commerce at Otago University in New Zealand. Shifting countries to enable her to assist a more diverse range of clients, Kaitlin is focused on providing both quality tax and accounting services to clients whilst ensuring they enjoy their Walshs experience. Kaitlin is a provisional member of the Chartered Accountants of Australia and New Zealand (CA ANZ).

Dylan Scott

Senior Accountant - Private Practice Team Manager

Dylan joined the Walshs team as a Graduate Accountant in 2016. With a focus on delivering tax and accounting services, Dylan is committed to providing an exceptional Walshs experience to clients.

Dylan holds a Bachelor of Accounting degree and is a Member of the Institute of Chartered Accountants of Australia.

Amit Kumar

Accountant

Amit started his career in accounting in 2017 and has been an accountant at Walshs since he joined the team in 2020.

Amit holds Bachelor of Science, Master of Professional Accounting, and is a provisional member of the Chartered Accountants of Australia and New Zealand.

Lachlan Munro

Accountant

Lachlan is an accountant at Walshs, having worked in the industry since 2015. With a background in small business, Lachlan understands the importance of strategic thinking when it comes to tax planning. He provides tax and accounting services with a focus on the medical profession.

Lachlan holds a Bachelor of Commerce and is a provisional member of the Institute of Chartered Accountants in Australia.

Peter Cassimatis

Accountant

Peter is an accountant at Walshs, having worked in the industry since 2016. With a focus on delivering tax and accounting services, Peter is committed to providing an exceptional outcome and experience to all Walshs clients. He provides tax and accounting services with a focus on the medical profession.

Peter holds a Bachelor of Accounting and is a provisional member of the Institute of Chartered Accountants in Australia.

Christina Dao

Client Services Coordinator

Originally from New Zealand, Christina moved to Brisbane in 2014 and joined the Walshs family in 2019 as our receptionist. Christina has extensive experience in reception, and client service roles. Christina enjoys working at Walshs with her wonderful team and loves providing a great client experience.

Hannah Watt

Administration Assistant

Hannah is Walshs newest administrative assistant joining our team in 2021. Hannah holds a Diploma of Business and is currently studying a law degree. Hannah thrives on building great relationships with our clients and enjoys facilitating the delivery of care to the people who are a part of the Walsh's team.

Wealth Health Team for Doctors in Training

Peter Cassimatis

Accountant - Wealth Health Team Manager

Peter is an accountant at Walshs, having worked in the industry since 2016. With a focus on delivering tax and accounting services, Peter is committed to providing an exceptional outcome and experience to all Walshs clients. He provides tax and accounting services with a focus on the medical profession.

Peter holds a Bachelor of Accounting and is a provisional member of the Institute of Chartered Accountants in Australia.

Tyson Rech

Accountant

Tyson has been working with Walshs since 2019 and specialises in taxation for medical professionals. Tyson is passionate about delivering great results for his clients and enjoys opportunities to connect with clients to drive great outcomes using his knowledge and expertise in taxation.

Alexander Firman

Accountant

Alex joined the Walshs team in 2021, focusing on the preparation of tax returns for medical professionals.

Alex is studying a Bachelor of Advanced Business majoring in Accounting, Business Analytics and Finance graduating in 2021.

Samuel Vine

Accountant

Sam joined the Walsh's Wealth Health team in 2021 as an undergraduate accountant. He strives for client satisfaction as well as a commitment to achieving results.

Sam holds a Bachelor of Commerce majoring in Accounting, as well as a Bachelor of Business majoring in Management.

Kathryn Cumming

Client Services Coordinator

Kathryn joined the team at Walshs as Client Services Coordinator for the Wealth Health team in 2021. With 6 years’ experience in the field of client service, Kathryn is a passionate individual eager to discover new opportunities and pursue work in the field of Accounting Administration. Kathryn has resided in four different countries which has given her a deep appreciation for perspectives and encouraging open-minded dialogue with respectful and clear communication.

Isobel McCulloch

Administration Assistant

Walshs new addition to the administration team, Isobel joined our team in 2021. Isobel is currently studying a Bachelor of Business majoring in Accounting, and Forensics and Data Analysis. Isobel is excited to build lasting client relationships and brings with her a wealth of client service experience.

SMSF (Self-Managed Super Fund) Team

Janine Lawson

SMSF Coordinator

Janine has over 35 years’ experience working in the accounting industry and has been at Walshs since 1997.

During her time at Walshs she has specialised in self-managed superannuation funds and now focuses exclusively on SMSF’s. Janine is responsible for the taxation, accounting, and compliance requirements of SMSFs and helps clients with the administration of their funds.

Jayne Watson

Client Services Coordinator

Jayne has worked in Administration for many years and joined the Walshs Team in 2017 in administration assistance.

Jayne now works as client services coordinator within the self-managed super fund team.

Bookkeeping Team

Cheryl Jones

Bookkeeping Manager

For over 38 years, Cheryl has worked as a bookkeeper and is knowledgeable in all facets of bookkeeping. Cheryl joined the Walshs team in 2017. As the manager of the bookkeeping team she supervises accounting and bookkeeping tasks, BAS and IAS, superannuation, Workcover and compliance for a variety of clients and entities.

Cheryl specialises in on-boarding new clients and seeing them through from initial set up to end of year processing and communicating along the way with one-on-one training and support. Her passion is to see her clients grow and achieve their goals and dreams and assisting them along the way.

Cheryl has a Certificate IV in Financial Services and is a registered BAS agent and a member of the Australian Bookkeepers Association.

Johanna Ould

Senior Bookkeeper

Johanna has been a Senior Bookkeeper at Walshs since 2011. With over 35 years’ experience covering a variety of business entity and medical practice bookkeeping, Johanna provides expert knowledge to her clients, including an in-depth knowledge of payroll and Super obligations. Johanna is very focused on driving great client outcomes and works closely with many of our longstanding and valued clients.

Sarina Love

Bookkeeper

Sarina has worked as a bookkeeper for over 6 years, and she joined the Walshs team in 2018.

Sarina is very focused on client service and attention to detail. She holds a Certificate IV in Bookkeeping.

Corporate Secretiarial Team

Moana Hamilton

Corporate Secretarial Manager, Senior Administrator

Moana joined the Walshs administration team in 2009 and has worked in various roles across the business during this time, including client service coordinator, and taxation administration. Moana now manages the Corporate Secretarial needs for all Walshs’ Clients and brings her considerable knowledge and expertise to this role.

Moana holds a Diploma of Business Administration and Management.

Susan Shepherd

Senior Administrator

JP Qualified, Cert III Business Administration

Susan started with Walshs in 2014 coming from a background of retail sales, customer service, and accounting administration. As Walshs has grown, Susan’s role has evolved and diversified through a range of areas. Susan works in corporate secretarial, bookkeeping, and accounts receivable.

Administration Team

Yasmin Cacciotti

Client Concierge and Receptionist

Trish Cumming

Accounts Administrator

Trish is an experienced business owner, having operated her own business supporting women in the birthing world since 2006. In 2018, Trish joined Walshs as an administrator in the accounts department, to seek out opportunities for additional knowledge and stimulation. Enjoying her role with Walshs, she became a permanent and valued member of the Walshs Team in 2020.

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