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. "If you want to work for the rest of your life, that's your business. If you dont', that's our business." Mortgage Broking: We are very excited to now offer mortgage advice to compliment our range of services already provided. Whether you're in the market for your first home, building a property portfolio or want to review your current loans to make sure you have the best loans for you, feel free email enquiry@cwfs.net.au or contact (03) 5222 1664. OUR TEAM: Ross Hultgren (Director/Financial Planner) Stephen Reynolds (Paraplanner/Financial Planner) Dylan Hultgren (Financial Planner) Rhys Hultgren (Client Relationships/Marketing Manager) Christine Kelly (Clients Services Manager) 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 FSG to find out more about our financial advice services.
View Top Employees from Chapman Welsh Financial ServicesWebsite | http://www.chapmanwelsh.com.au |
Revenue | $1 million |
Employees | 10 (3 on RocketReach) |
Address | 1 Queens Rd Ste 615, Melbourne, Victoria 3004, AU |
Phone | +61 3 5222 1664 |
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Industry | Financial Services, Credit Cards & Transaction Processing, Finance |
Competitors | Bastion Wealth, CCA Financial Planners, Crown Alliance Financial, Freedom Planning, Next Step Financial |
SIC | SIC Code 73 Companies, SIC Code 738 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52232 Companies, NAICS Code 522320 Companies, NAICS Code 522 Companies, NAICS Code 5223 Companies |
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The Chapman Welsh Financial Services annual revenue was $1 million in 2024.
3 people are employed at Chapman Welsh Financial Services.
Chapman Welsh Financial Services is based in Melbourne, Victoria.
The NAICS codes for Chapman Welsh Financial Services are [52, 52232, 522320, 522, 5223].
The SIC codes for Chapman Welsh Financial Services are [73, 738].