Community Chapman Welsh
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: Pre-retirement and retirement planning Managing debt Investment planning Wealth creation Superannuation including self-managed super funds Personal insurance planning
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Verified contacts
8
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- CK
Chris Kelly
Client Services Manager · Customer/Client Service
EmailPhone - RH
Rhys Hultgren
Client Relationship and Marketing Manager · Sales & Business Development
EmailPhone - SR
Stephen Reynolds
Certified Financial Planner · Finance & Accounting
EmailPhone - JP
Jordan Parker
Associate Financial Adviser · Finance & Accounting
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Community Chapman Welsh
7 distinct titles indexed · top 7 shown.
- 1associate financial adviser
- 1certified financial planner
- 1client relationship and marketing manager
- 1client services manager
- 1financial advisor
- 1financial planner mortgage consultant
- 1marketing manager
Sign up to unlock all 8 contacts at Community Chapman Welsh
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