T: +61-7-3221 5677 - Enquiries: enquiries@walshs.com.au - Mortgage Broking: lending@walshs.com.au

Walshs

One of Queensland’s leading financial planning, accounting and lending firms for medical and private clients. Providing accounting, mortgage broking and strategic financial planning advice.

T: 61-7-3221 5677
Email: enquiries@walshs.com.au

Walshs
Level 24/10 Eagle Street, Brisbane QLD 4000

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Medical Clients
Private Clients

Walshs Book a Meeting

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1. Are you an existing client of Walshs?

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Are you a Doctor?

YesNo

Occupation

Please select applicable:

Self-EmployedABNFull TimePart TimeCasualContractUnemployedRetiredOther

Other Occupationyour full name

Please select applicable Doctor level

InternJHOSHOPHORegistrarFellowConsultant

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What would be the main purpose of your appointment

Taxation and AccountingFinancial PlanningInsurancesBusiness AdvisoryRetirement PlanningOther

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Please tell us the name of the colleague who referred you, or type NONE if not applicableColleague's name

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Do you have a spouse?

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Please outline your enquiry to enable us to provide accurate and holistic advice

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2. Are you booking in for Financial Planning or Tax & Accounting?

Tax & AccountingFinancial PlanningInsuranceBusiness Advisory

3. Please select the service you are booking in for:

Tax return meetingTax & strategy planning meetingOther

Book online for your financial planning meeting

IMPORTANT: Please call the office if you are not yet a client of one of the financial planners below, are unsure who your adviser is, or wish to complete a tax return.

Simon Farmer

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Matt Gellweiler

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Peter Hodgson

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Daniel James

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Tyson Rech

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Arin Doig

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Book online for your business advisory meeting.

Ben Knoblanche | Business Advisory Division

Ben Knoblanche

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IMPORTANT: Please call the office if you are not yet a client of one of the mortgage brokers below. Contact our office on 07 3221 5677.

Darole Evans

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IMPORTANT: Please call the office if you are not yet a client of one of the insurance team below please contact our office on 07 3221 5677.

Luke Hallam

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Angela Lewis

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Kirby Jamieson

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Lynn Tan

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Matthew Ilott

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IMPORTANT: Please call the office if you are not yet a client of one of the accountants below, are unsure who your adviser is, or wish to complete a tax return.

Alex Firman

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Stewart Mcleod

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Hugh Walsh

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Ben Knoblanche

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Roarke Ronan

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4. Please select the option that best applies to your Tax Return:

Wealth HealthABN income - Salary & Wages - RentalsTrust - Company & Personal returns

If you have any prior year returns or specific queries, please note this in the "Reason for Visit" section.

If the time you would like is not available, or you would like to book in for the next best available appointment time, please contact our office on 07 3221 5677.

Doctor Tax Teams

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Victor Tereszko

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Ayden Rowe

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Kang Phan

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Please contact our office on 07 3221 5677 to book a meeting with your accountant.

CONTACT US >

Please contact our office on 07 3221 5677 to book a meeting with your accountant.

CONTACT US >

5. Are you a doctor:

YesNo

6. Doctor - Please select from below income options:

1 - Salary & Wages only2 - Salary and Wages with ABN Income below 75k3 - Salary and Wages with ABN Income above 75k

Tax Teams

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Couples Tax Teams

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Bernie Illoz

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Jack Riley

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Victor Tereszko

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Ayden Rowe

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Kang Phan

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It’s important to ensure you’re booked with the appropriate accountant for your meeting. Please contact our office on (07) 3221 5677 and we will prioritise your booking.

6. Private Client - Please select from below income options:

PAYG EmployeeABN Income over 75K

Tax Teams

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Couples Tax Teams

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Ayden Rowe

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Kang Phan

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Tax Teams

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Couples Tax Teams

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Contact

PHONE: 61-7-3221 5677
FACSIMILE: 61-7-3221 5744
EMAIL: enquiries@walshs.com.au
MORTGAGE BROKING: lending@walshs.com.au

Location

OFFICE: Level 24/10 Eagle Street, Brisbane City, QLD 4000
POSTAL ADDRESS: GPO Box 12, Brisbane QLD 4001

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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.

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

Liability limited by a scheme approved under Professional Standards Legislation.

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If the time you would like is not available, please contact our office on 07 3221 5677.
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Make a booking with Darole Evans

If the time you would like is not available, please contact our office on 07 3221 5677.
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Book 15 minute lending call

If the time you would like is not available, please contact our office on<br>07 3221 5677.