Community Chapman Welsh
Financial Services • 
Geelong, Victoria, Australia • 11-20 Employees
Company overview
| Headquarters | Geelong, Victoria, Australia |
| Phone number | +61383539439 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Founded | 1978 |
| Employees | 11-20 |
| Socials |
Key Contact at Community Chapman Welsh
Frank Welsh
Executive Director
Community Chapman Welsh Email Formats
Community Chapman Welsh uses 2 email formats. The most common is {first initial} (e.g., j@ccwadvisory.com.au), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ccwadvisory.com.au | 72.7% |
{first name} | john@ccwadvisory.com.au | 27.3% |
About 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
Community Chapman Welsh revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Community Chapman Welsh has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Community Chapman Welsh has never raised funding before.
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