Chapman Welsh Financial Services is very excited to announce that as of July 1st 2017 we have joined forces with another very strong AMP Financial Planning Practice, Community Financial Services (Community Financial).
Community Financial is headed by Director Frank Welsh. As the name might suggest, Frank is also one of the founding directors of Chapman Welsh Financial Services, making this merge more than just business for Frank.
“No matter how things progress in your professional life, it’s rewarding to have the opportunity to go back to a business you started over 30 years ago and once again be a part of it’s on going success.” Frank revealed.
The merge represents an exciting opportunity for the two AMP Practices to combine resources in an effort to deliver a superior customer experience to all of our valued clients.
This business merge has been made with our clients at the forefront of our minds and we want to stress the importance of us completing business in a more effective and efficient manner. The personnel within the Chapman Welsh FS office space will not change and you will still be greeted by familiar faces when you come into see your financial planner.
Why Community Financial Services?
Chapman Welsh FS share very similar values with Community Financial, founded on the integral part both directors Ross and Frank had in establishing and building Chapman Welsh into the iconic brand it enjoys in Geelong today, from its humble beginnings 30 years ago.
Our focus is on the future where we continue to grow and develop our business model. A component of this involves incorporating the processes of Community Financial into our business and having the ability to draw on their resources within the Melbourne and Point Cook area as well as Colac and now Geelong.
Additionally, Community Financial is a very modern practice in terms of their client resource management systems. This provides our staff and advisers with access to an interactive platform which better assists us in setting and achieving the financial and lifestyle goals and objectives of our clients.
You, our clients, will not notice a difference in the level of service and quality advice we provide. However, the Community Financial Services logo will now feature in conjunction with Chapman Welsh Financial Services on all documentation you receive.
We welcome any questions or comments you may have.