Chapman Welsh Financial Services

About

Chapman Welsh is one of Geelong’s longest standing and most respected financial planning companies, having served the community since 1978.

Story

We’ve been taking care of the financial needs of the Geelong community for over 30 years – from superannuation and insurance to investments, retirement planning and taxation advice. It’s what we know and love.

We’re here to help you make smart choices about your money. To grow your wealth and protect the lifestyle of you and your family. It’s about understanding your goals and showing you how to achieve them.

"If you want to work for the rest of your life, that's your business. If you dont', that's our business."


Financial Planners:
Ross Hultgren (Director/Financial Planner)
Stephen Reynolds (Financial Planner)
Dylan Hultgren (Financial Planner)


Administration Team:
Christine Kelly (Client Services Manager)
Rhys Hultgren (Marketing)
Julie Fraser (Client Services Officer)
Christie Little (Client Services Officer)

Chapman Welsh Financial Services - ABN 12 455 025 042 trading as Chapman Welsh Financial Services Pty Ltd as Trustee of the CWFS Unit Trust is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.

Any advice contained in this webpage 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 regard to those matters. Please click here
http://www.chapmanwelsh.com.au/wp-content/uploads/2015/05/FSCG-v-10_10i.pdf to find out more about our financial advice services.