About Community Chapman Welsh

Trusted Geelong financial planners and services

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.

With 100+ years of collective experience in financial planning, our staff empower clients on their financial journey and help them take control of their money.

Community Chapman Welsh provides a full suite of professional financial planning services to help people achieve their financial and lifestyle goals.

Our experienced and friendly team is passionate about making a positive difference in our clients’ lives through expert advice, strategies, plans and products.

We recognise that every client who comes through our doors has their own individual story, financial situation and requirements. They deserve well-tailored financial solutions that are a custom fit. And that’s exactly what we deliver. For every client. Every time.

Our financial planners, advisor and brokers are clear communicators. 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:

If you would like to talk to an experienced financial planner about your financial future, please contact us today. We are here to help.