Simon Farmer

Simon Farmer Email and Phone Number

Managing Director and Founder - Walshs Financial Planning @ walshs
Australia
Simon Farmer's Location
Australia, Australia
Simon Farmer's Contact Details

Simon Farmer work email

Simon Farmer personal email

n/a
About Simon Farmer

In my role as Managing Director of Walshs Financial Planning, I predominantly manage the wealth and financial planning needs of the firm’s senior clients, including medical professionals and other high net worth professionals. I have been a financial planner since 2000 and I hold a Bachelor of Business, Certificate IV in Finance and Mortgage Broking and a Diploma of Financial Planning. I am also a Certified Financial Planner.I am a regular speaker on financial advice matters for the Royal Australian College of Surgeons and Queensland Orthopaedic Registrars Association (QORA).Please contact me at simon@walshs.com.au to find out how I can help you grow, protect and manage your wealth.

Simon Farmer's Current Company Details
walshs

Walshs

View
Managing Director and Founder - Walshs Financial Planning
Australia
Website:
walshs.com.au
Employees:
110
Simon Farmer Work Experience Details
  • Walshs
    Managing Director And Founder - Walshs Financial Planning
    Walshs
    Australia
  • Walshs
    Managing Director & Founder - Walshs Financial Planning
    Walshs Nov 2006 - Present
    Brisbane City, Queensland, Au
    Walshs provides expert and strategic taxation, accounting and financial planning advice for a range of industries including medical, professional services, family businesses and high net worth individuals. Established in 1991, Walshs is one of Brisbane’s renowned accounting firms. With accounting, tax and financial planning all under one roof, we offer our clients a range of services including:- tax and accounting- financial planning- business structuring- business services - wealth advice - superannuation and retirement planning- lending- insurance - estate planningOur aim is to understand your individual business and personal needs and work with you to grow, manage and protect your wealth. Why Walshs?Our highly experienced and professional team is well-equipped to provide accounting and financial planning advice to help our clients make the best financial decisions at every stage of their career and life. We strive to assist clients to create financial independence in a professional, proactive and caring manner. Walshs helps clients from all over Australia and overseas, tailoring advice to suit our clients’ individual needs. Our ApproachBy combining traditional accounting and taxation with forward thinking financial planning within the one practice we provide a comprehensive service offering which works together to provide complete wealth and financial security to our clients.
  • Flowers Financial
    Queensland State Manager - Financial Planning
    Flowers Financial Mar 2004 - Oct 2006
  • Lowell Flinders
    Financial Planner
    Lowell Flinders Jun 2002 - Feb 2004
  • Suncorp Group
    Financial Planner
    Suncorp Group Feb 2001 - Jun 2002
    Brisbane, Brisbane, Au

Simon Farmer Skills

Investments Wealth Management Financial Advisory Estate Planning Strategic Financial Planning Equities Retirement Planning Financial Planning Investment Strategies Retirement Financial Planners Superannuation Life Insurance Income Protection Alternative Investments

Simon Farmer Education Details

  • Financial Planning Association
    Financial Planning Association
    Certified Financial Planner
  • The University Of Queensland
    The University Of Queensland

Frequently Asked Questions about Simon Farmer

What company does Simon Farmer work for?

Simon Farmer works for Walshs

What is Simon Farmer's role at the current company?

Simon Farmer's current role is Managing Director and Founder - Walshs Financial Planning.

What is Simon Farmer's email address?

Simon Farmer's email address is si****@****.com.au

What schools did Simon Farmer attend?

Simon Farmer attended Financial Planning Association, The University Of Queensland.

What skills is Simon Farmer known for?

Simon Farmer has skills like Investments, Wealth Management, Financial Advisory, Estate Planning, Strategic Financial Planning, Equities, Retirement Planning, Financial Planning, Investment Strategies, Retirement, Financial Planners, Superannuation.

Who are Simon Farmer's colleagues?

Simon Farmer's colleagues are Amit Kumar Ca, Alouiese Castillo, Tim Reece, Tim Mcallister, Froilan Singian, Victor Tereszko, Rachel Mcgrath.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.