Financial Planning Leadership Team - Medical

Simon Farmer

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.

Matt Gellweiler

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.

Peter Hodgson

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.

Naomi Beggs

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.

Advice Team

Simon Farmer

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.

Matt Gellweiler

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.

Peter Hodgson

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.

Daniel James

Financial Advisor

Daniel is a financial advisor at Walshs, having worked in the industry since 2015. He specialises in the financial planning needs of new and existing junior doctor clients to Walshs. Daniel provides advice on asset structuring and progression, as well as individualised financial advice to meet his clients’ objectives such as buying property, tailored personal insurance advice, superannuation, and investment strategies.

Daniel holds a Master of Financial Planning Degree, and a Certificate IV in Finance and Mortgage Broking.

Kirby Jamieson

Personal Risk Specialist Adviser

Kirby Jamieson is a financial advisor 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.

Kirby holds a Bachelor of Business, Advanced Diploma in Financial Planning, and has successfully completed the FASEA adviser exam.

Tyson Rech

Advisor Services

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 plannings division to assist the advisory team. Tyson is passionate about delivering great results for his clients and enjoys opportunities to connect with clients to drive great outcomes.

Tyson holds a Bachelor of Commerce, majoring in accounting and finance, as well as a Bachelor of Business Management, majoring in marketing. He is also currently studying to obtain a Graduate Diploma in Financial Planning.

Lending Team

Donna Sutherland

Mortgage Broker Manager

Donna is the manager of the Mortgage Broking team at Walshs, first starting with the firm in 2004. Donna is focused on gaining a complete understanding of the financial circumstances of her lending clients to help ensure the best possible loan structure and outcome for them.

Donna holds a Diploma of Financial Markets, a Graduate Certificate in Financial Planning, a Certificate IV in Finance and Mortgage Broking and a Certificate in Governance and Risk Management. Donna is a JP and an affiliated member of the Governance Institute of Australia.

Sarah Haines

Loan Manager

Sarah is currently completing a Diploma of Finance & Mortgage Broking Management. Sarah joined Walshs in March 2021 and enjoys building relationships with clients.

Richard Chapman

Loan Manager

Richard has extensive experience in customer service and sales roles. He takes great care in researching and explaining the right lending solutions for his clients. He has over a decade of experience in the financial services profession including several years operating his own mortgage broking business. Richard holds a Diploma in Finance and Mortgage Broking Management and a Diploma of Financial Planning to supplement his Graduate Diploma of Business Management and Bachelor of Science with Honours in Pure and applied mathematics. Richard is a member of the Finance Brokers Association of Australia and holds lending accreditation with over 20 lenders.

Karen Holmes

Loan Manager

Darole Evans

Loan Manager

Grace Lee

Loan Manager

Grace started with Walshs Lending team in 2022.

Jess Walsh

Lending Client Service Coordinator

Insurance Team

Rene Baker

Risk Services Officer

Rene holds a Bachelor of Commerce majoring in Accounting and Applied Finance, a Bachelor of Laws and is a Qualified Justice of the Peace.

Rene has worked in the financial industry for almost 18 years, joining the Walshs team this year in the Insurance department and looking forward to assisting clients with their insurance needs.

Lynn Tan

Implementation and Retention Team Leader

With a Bachelor in Science - Pathology, along with her experience in the insurance sector, Lynn’s unique skillset allows her to understand and support our clients, providing them with a great insurance experience. Driven by attaining the best outcomes for Walshs clients, she takes pride in providing exceptional ongoing service, direction, and transparency throughout the process from preassessment, right through to claims.

Jessica Timms

Risk Services Officer

Salary Packaging Team

Keehly Peters

Salary Packaging Manager

Keehly manages our salary packaging division and is required to monitor all clients’ accounts to ensure they receive their maximum tax benefits each year. Keehly has been working at Walshs since 2018 and stepped into the role of salary packaging manager in 2020. She is always thinking of ways to improve processes to make them easier for clients to engage with our services and is passionate about positive client experiences.

Keiha Harper

Salary Packaging Assistant

Keiha started with Walshs Financial Planning in 2020 as an administrator for the Salary Packaging Team. Keiha has brought energy and enthusiasm to her role by focusing on her passions of client service.

Keiha has come from a background of management in the Hospitality industry and draws on her knowledge to provide an exceptional client experience.

Yasmin Cacciotti

Salary Packaging Assistant

Kai Halvorsen

Salary Packaging Assistant

Kai joined Walshs in 2022, bringing with her a decade of experience in customer service roles across multiple industries including knowledge in salary packaging. She has a passion for customer experience and always strives to provide friendly and efficient client interactions. Kai has a diploma in Entertainment Business Management and brings a keen attention to detail and an enthusiasm for knowledge growth into her role at Walshs.

Investments Team

Carolyn Duffy

Investment Administration Manager

Carolyn has been working at Walshs since 2017 and has over 20 years’ experience in administration. Carolyn is always willing to take on new roles and develop her skills to ensure our clients receive the best service possible. She is always able to assist the team with any questions or tasks, and is instrumental in ensuring the business runs smoothly.

Tim McAllister

Analyst

Tim is studying a Bachelor of Advanced Finance and Economics at the University of Queensland. Tim commenced working with Walshs in 2020 as an Analyst and his role is to assist in investment administration, while also providing research and analysis for the Walshs Investment Committee.

Georgia Kerr

Investment Administration Assistant

Georgia is studying a Bachelor of Politics, Philosophy and Economics at the University of Queensland and commenced at Walshs at the beginning of 2022. Through her studies Georgia has developed an interest in macroeconomics and investing. Outside of university Georgia has had experience within customer service and administration roles and enjoys delivering exceptional customer service to clients.

Administration Team

Abbey Noakes

P.A. to Simon Farmer

Abbey joined the Walshs team in 2020 as Simon Farmer’s personal assistant. Abbey’s passion is client service and enjoys developing client relationships to ensure ongoing excellence in service for all clients.

Abbey draws on her vast experience from having worked in client service for over 9 years in a range of industries, where her focus was on great communication and providing an exceptional client experience.

Lucy Gaul

P.A. to Matthew Gellweiler

Lucy started at Walshs in November 2021. Before starting at Walshs she has worked in a sales over 7 years where she learnt how to build and foster great customer relationships. Lucy has been able to bring these skills into her role as PA for Matthew Gellweiler to ensure a supportive client experience, and positive relationships are built.

Marissa Walsh

P.A. to Peter Hodgson

Marissa joined the team at Walshs in 2020 as Client Services Officer to Peter Hodgson. Marissa has over 8 years of experience in the customer service industry and has brought her high attention to detail and problem-solving skills to her role.

Andrea Finley

Marketing Officer

Andrea joined the Walshs team in 2022 as Marketing Officer. With over 15 years experience in marketing, advertising and communications she takes pride in drafting creative marketing solutions. Andrea has diplomas in both media communication and hospitality and tourism and is driven by a love of writing. She has developed engaging content for newspapers, magazines, radio, television and online campaigns and enjoys building collaborative relationships and initiatives that benefit Walshs' clients.

Nici Boyle

Client Concierge and Receptionist
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About Walshs

Walshs Practice was established in 1991 and has grown to become one of South East Queensland's leading accounting and financial planning firms. Walshs encompasses tax and accounting services, business structuring, wealth advice, business services, superannuation and retirement planning, finance, insurance, lending and estate planning all under one roof.

Contact

  • OFFICE - Level 24/10 Eagle Street, Brisbane QLD 4000
  • POSTAL ADDRESS - GPO Box 12, Brisbane QLD 4001
  • TELEPHONE: - 61-7-3221 5677
  • FACSIMILE - 61-7-3221 5744
  • EMAIL - enquiries@walshs.com.au
All advice on this site is general in nature and does not take into account your personal circumstances. Please do not hesitate to contact one of our adviser accountants or financial planning advisers if you have a query that is specific to your circumstances.
© 2021 Walshs Practice Unit Trust | ABN 11 248 978 295 Walshs Financial Planning Pty Ltd AFSL 432636 ABN 82 122 293 912 Corporate Authorised Representative No. 463774 of Walshs Finance Australian Credit Licence 459119
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