WALSHS – FINANCIAL ADVISORS, CHARTERED ACCOUNTANTS,TAXATION & BUSINESS STRATEGISTS

Accounting and Taxation

Since 1991 we have been providing accounting and taxation services to high net worth individuals (including medical practitioners), family businesses and other Small-Medium Enterprises (SMEs). We pride ourselves on not only providing compliance, but also the extra services we offer to enable you to build and expand your net asset position.

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Medical Professionals

Due to our 20 years of experience with specialist Medical Professionals, we are a recognised expert in this sector and we are able to provide answers to these questions and assist in the setup or integration of your practice.
Given the high incomes that specialists enjoy, we can advise in tax reduction, financial planning and more.

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Financial Planning

Walshs financial planning are the specialists at providing comprehensive financial advice to medical professionals and other high net worth individuals. We have a team of Financial Advisers based in Brisbane working alongside Chartered Accountants & Certified Practicing Accountants.

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Superannuation

At Walshs we are accredited to provide advice to Self Managed Superannuation Funds. We will work with you to determine your financial retirement goals, then provide strategic advice to get you there. We also handle all documentation relating to the setup and ongoing administration of your SMSF, as well as completing Superannuation fund tax returns.

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Insurance

Insurance is an essential part of our everyday lives. We insure our cars, homes and contents, but often we neglect to properly insure our most important assets – ourselves. Personal insurances come in different forms, and Walshs can assist in determining the right level of cover and the right insurer.

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Other Business Services

Walshs now encompasses tax and accounting services, business structuring, wealth advice, business services, superannuation and retirement planning, finance, insurance and estate planning. Walshs Practice services clients all over Australia and overseas, tailoring advice to suit our clients’ individual needs.

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Medical Professionals

As one of the few businesses to have managed large numbers of doctors from interns through to specialists, Walshs has the experience to ensure the right decisions are made at every stage of your career.

Buying An Investment Property?

Walshs experts can help guide you through investments in property to maximise your upside. Find out more by contacting our team today.

Contact us for a free RP Data Report.

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ABOUT WALSHS

Walshs Practice was established in 1991 and has grown to become one of Brisbane’s leading boutique accounting firms. Walshs encompasses tax and accounting services, business structuring, wealth advice, business services, superannuation and retirement planning, finance, insurance and estate planning all under one roof.

Our aim is to understand your business and personal needs and to work with you to grow, manage and protect your wealth. Our team is well equipped to provide expert technical advice. We strive to assist clients to create financial independence in a professional, proactive and caring manner.

Our philosophy is to help you meet your financial goals and create financial independence through providing proactive, constructive advice in a professional and caring manner. Walshs Practice services clients all over Australia and overseas, tailoring advice to suit our clients’ individual needs.

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Leadership Team


Accounting & Taxation

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Michael Walsh

CEO
Accounting & Taxation
Michael Walsh is the CEO of Walshs Accounting and Taxation. Michael has over 30 years’ experience advising SMEs, professionals and high net worth individuals.
michael@walshs.com.au
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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.
stewart@walshs.com.au
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Hugh Walsh

Partner
Accounting & Taxation
Hugh provides value added tax and accounting services and commercial business and management advice.
hugh@walshs.com.au
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Financial Planning

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Simon Farmer

Managing Director & Founder
Financial Planning
Simon Farmer is the Managing Director and Founder of Walsh Financial Planning. Simon has been a financial planner since 2000 and predominantly manages the senior clients of the firm.
simon@walshs.com.au
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Simon Hepple

Financial Advisor & Partner
Financial Planning
Simon looks after the holistic financial planning & lending needs of clients, whom are almost exclusively medical professionals and their partners.
simonh@walshs.com.au
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Matthew Gellweiler

Financial Planner
Financial Planning
Matt is Financial Planner with Walshs. Matt provides both strategic and practical advice primarily for medical practitioners.
matt@walshs.com.au
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Watch Simon Farmer’s Video On Walshs Financial Planning Services

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