Community Chapman Welsh

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Community Chapman Welsh A proud history of service and care Our financial planners, advisor and brokers are clear communicators. We are here to help.

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 advice 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.

Some of you may not know that our very own Marketing Manager, Erika, is also Secretary at Corio Soccer Club! ⚽️On Saturd...
25/10/2026

Some of you may not know that our very own Marketing Manager, Erika, is also Secretary at Corio Soccer Club! ⚽️

On Saturday evening, Erika had the privilege of representing CCW at the club’s annual Presentation Night and celebrating this year’s Community Chapman Welsh Role Model of the Year Award recipient, Boban Lazovic.

Proudly sponsored by CCW, this award recognises a club member who has made a meaningful impact on developing players through their example, encouragement and contribution to the club.

Congratulations, Boban, and thank you for the positive influence you have on those around you. 👏

We’re proud to support Corio Soccer Club and the people helping the next generation thrive, both on and off the pitch.

Good advice should leave you feeling comfortable asking questions and clear about the next steps. 💙It’s lovely to hear t...
23/10/2026

Good advice should leave you feeling comfortable asking questions and clear about the next steps. 💙

It’s lovely to hear that, five years on, Scott continues to value the support of Ross and Jordan as he plans for retirement.

Thank you for your kind words and ongoing trust in our team, Scott. ⭐

We plan to earn, grow, and enjoy our wealth in retirement.But what if life takes an unexpected turn-illness, injury, or ...
21/10/2026

We plan to earn, grow, and enjoy our wealth in retirement.

But what if life takes an unexpected turn-illness, injury, or worse?
Without income protection or life insurance, your family may be forced to draw down your hard-earned assets just to get by. Risk insurance helps protect your income, your legacy, and your loved ones.

21/10/2026

Income protection inside or outside super? 🤔

It’s a question we hear often. CCW Risk Specialist Dylan talks through the options and what to consider when reviewing your cover.

Have a question about your own policy? Get in touch with Dylan today.



This video contains general information only and does not constitute personal financial advice. It does not take into account your objectives, financial situation or needs.

It’s a long swipe… but a question worth asking. 👀If your family relies on you, what would life look like financially wit...
20/10/2026

It’s a long swipe… but a question worth asking. 👀

If your family relies on you, what would life look like financially without you?

From the mortgage to the everyday things you do, there’s a lot your loved ones depend on.

Whether you’ve been putting off getting life insurance or haven’t reviewed your existing cover in years, let’s start the conversation.

Book a 15-minute chat with Dylan to talk through your cover and what matters to you. 💛

Life can change unexpectedly, and knowing who to turn to can make a difference.At CCW, we’re here to help you understand...
19/10/2026

Life can change unexpectedly, and knowing who to turn to can make a difference.

At CCW, we’re here to help you understand your options, work through the financial decisions and adjust your plan as your circumstances change.

Through the milestones and the difficult moments, you don’t have to figure it all out alone.

16/10/2026

We’re putting Jezz in the hot seat 🎤

A few quickfire questions to get to know CCW adviser Jeremy a little better, and a taste of what’s to come 👀

You’ll be seeing more of Jezz around here soon. What would you like us to ask him next? 👇



This video contains general information only and does not constitute personal financial advice. It does not take into account your objectives, financial situation or needs.

Your retirement plans should reflect the life you want to lead. 💙For Steve, that starts with getting to know you, what m...
16/10/2026

Your retirement plans should reflect the life you want to lead. 💙

For Steve, that starts with getting to know you, what matters most and what you’re looking forward to.

Thank you, Carolyn, for trusting Steve with your retirement planning and sharing such thoughtful feedback. ⭐

Your next step feels a little easier when you can see the bigger picture.Whether you’re planning for retirement, support...
15/10/2026

Your next step feels a little easier when you can see the bigger picture.

Whether you’re planning for retirement, supporting your family or wondering how all the pieces fit together, financial advice can help you understand where you stand and explore what comes next.

At CCW, we start with you, your life, your priorities and what you want to work towards.

Let’s bring some clarity to your financial future.

Rock, paper, scissors… some decisions deserve more than a game of chance ✊✋✌️Your financial plan, home loan, life insura...
14/10/2026

Rock, paper, scissors… some decisions deserve more than a game of chance ✊✋✌️
Your financial plan, home loan, life insurance and retirement plans, when was the last time you gave them a second look?

Swipe through for four choices worth thinking about. When you’re ready to talk through yours, let’s chat! 📲

Address

80 Pakington Street
Geelong West, VIC
3218

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61383539439

Website

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