Our long history of service and care dates back to 1978 when Chapman Welsh Insurances was first established by Frank Welsh and Ray Chapman. Ross Hultgren joined the business some 10 years later, eventually purchasing the financial planning arm from Frank in 2002 and branching out into Chapman Welsh Financial Services. After a hiatus which included many travels, Frank returned to the financial advi
ce industry in 2012 and launched Community Financial Services. Community Financial Services and Chapman Welsh share a common goal of nurturing long term trusted relationships whilst providing tailored advice to help their clients navigate the many stages of life. And because of this key alignment and connection, the decision was made to bring both businesses together from 2023 and start a new exciting era as Community Chapman Welsh. We’re committed to ensuring all clients clearly understand their financial situation and options. And we’re proud our services are helping them to make quality decisions as they navigate a path to a happier, healthier financial future. We work with them to grow, protect and manage their wealth and provide peace of mind that their financial wellbeing is always centre stage. Community Chapman Welsh formed after the 2022 merger of respected businesses Chapman Welsh Financial Services and Community Financial Services. Our core services include:
- Pre-retirement and retirement planning
- Managing debt
- Investment planning
- Wealth creation
- Superannuation including self-managed super funds
- Personal insurance planning
If you would like to talk to an experienced financial planner about your financial future, please contact us today. COMMUNITY FINANCIAL SERVICEC PTY LTD ABN 39 814 682 399 trading as Community Chapman Welsh Formerly known as Chapman Welsh Financial Services are Authorised Representatives of AMP Financial Planning Pty Limited
Any advice contained in this email is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters.
