Chapman Welsh Financial Services
Financial Services - , Victoria, Australia
Chapman Welsh Financial Services Employees
Chapman Welsh Financial Services Details
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.
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