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Latest news, advice and insights

  • Jordan Parker, Financial Adviser
    October 13, 2026

    The Financial Decisions Your Adviser Helps You Avoid

    When people talk about the value of financial advice, they often focus on the good decisions their adviser helped them...

    Read full insight

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Reviews
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Review from Google
Michael Green
Michael Green 7 hours ago
I'm relatively new to CCW and have only just started my retirement, so it's a bit too soon to talk about how successful the investment strategies will be. That said, I am very confident that they will be successful, based on the experience and wide industry knowledge that Ross brings to the program, and the eye for detail that Jordan had demonstrated over the short time I've been with them. I love that Ross is most passionate when he talks about the human side of retirement - it's not just a financial journey but an intensely personal one as well, full of changes that I hadn't thought about. I feel extremely well supported by CCW as I start that journey.
Review from Google
Katie Hughes
Katie Hughes 4 days ago
I would highly recommend any first home buyers looking for a mortgage broker to choose Rhys from Community Chapman Welsh. Over a 3 year journey to purchase a property, Rhys provided the greatest level of support, industry expertise and understanding of the goal. From analysing our starting situation, to putting a savings plan in place, to pre-approval and settlement, every stage was made seamless thanks to Rhys and Lisa. We even ended up buying interstate, so this review is for all of Australia. Thank you so much team, you are the best!
Review from Google
Joe D'angelo
Joe D'angelo 1 week ago
Review from Google
Carolyn Blair
Carolyn Blair 2 weeks ago
Stephen Reynolds was recommended to me when I was looking for assistance planning for my retirement. From our first meeting, Stephen listened, asked questions, provided options and advice and built a plan to suit my needs for a comfortable retirement.

I highly recommend Stephen for retirement planning.
Review from Google
Chris Doherty
Chris Doherty 2 weeks ago
We were introduced to Stephen Reynolds some 6-7 years ago when we were seeking financial advice related to early retirement.

As well as being a great bloke, Stephen has been an invaluable asset to us, providing ongoing, reliable, easy to understand, timely, professional, solid and sound financial advice.

The advice we have received over these years has varied from job redundancy, retirement planning and timing, superannuation (including establishing an SMSF), investment strategies, property purchases and divestments, taxation, estate planning, accounting and government/centrelink benefits.

Always cheerful and a pleasure to have a chat with, he makes himself available for consultation or to bounce ideas/questions/concerns off, sometimes at very short notice. He also has a memory like a steel trap. In fact it would be true to say we’d be lost without him!

We would recommend him highly if you're searching for a top form financial advisor.
Review from Google
Rodney Stow
Rodney Stow 2 weeks ago
After initially being recommended by a work college, we made an appointment with Chapman Welsh and there started our association with our financial advisor, Stephen Reynolds. From that day, we have been nothing short of totally satisfied by the whole financial process. From his extremely pleasant approach, to his ongoing professionalism, it has been a delight to deal with him on our financial matters.
As we have already done, we have no hesitations in recommending his service to family and friends as our future is much brighter now and yours should be too.
Call and talk to Stephen now !! You won't regret it.
Review from Google
Scott Retallick
Scott Retallick 2 weeks ago
After being introduced to Ross and Jordan 5 years ago, we have been extremely happy with the advice and recommendations made by them. Both are down to earth people who speak language that is easy to understand in a world that can be confusing when it comes to retirement planning. They have provided us with confidence that our plans for retirement are on track and achievable. I would highly recommend both of them to any prospective clients.
Review from Google
Carolyn Riley
Carolyn Riley 3 weeks ago
I have been with Ross from CCW for more than 15 years and have always been treated like a valuable client I would recommend CCW to anyone looking for a trustworthy and reliable financial adviser.
Review from Google
Nigel Holloway
Nigel Holloway 3 weeks ago
Stephen has been a brilliant help. Very responsive, transparent and an all round lovely fella!
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80 Pakington Street
Geelong West VIC 3218
03 8353 9439
ccw@ccwadvisory.com.au
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Community Financial Services Pty Ltd ACN 155048132 trading as Community Chapman Welsh is an Authorised Representative and Credit Representative of Akumin Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.

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