About Me
I am proud to be supporting the Geelong & Surfcoast community and I understand that sometimes financial planning can be confusing and daunting to clients. It is here that I aim to excel by tailoring our advice and guiding our clients along the financial planning journey with the care they deserve.
With my office based in Newtown (Latrobe Terrace) I am completely submerged in my local community with our 2 boys attending St Josephs College.
As a family were involved in our boys sport from season to season being football, basketball, golf, swimming and always participating in dad’s love of the ocean been surfing and paddling.
I am a senior Financial Advisor having completed my Graduate Diploma of Financial planning (Dec 2022) i am registered to give Tax Financial advise, SMSF qualified along with Superannuation, Investment, & Debt Management advice and qualified Mortgage broker owning Newtown Home Loans.
I am an active member of Financial planning and Mortgage association, registered with the Tax practitioners broad and Aust Financial Complaints Auth (AFCA).
I have been heavily involved in the past in making significant difference in fundraising for the Barwon health foundation.
I am also the pioneer of creating open water paddling series here on Victoria Surfcoast, constantly attracting Victoria’s best open water paddlers with interstate and world champions participating in its marquee event.
Community Chapman Welsh is a largest financial service practice in Australia and has been helping businesses and individuals achieve their financial and lifestyle goals, providing professional planning advice since 2012.
Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
Head Office is based in West Geelong and have over 100 years of combined Financial Planning experience. We are here to help you to make the right decisions, so you will have the peace of mind in knowing that your financial well being is in safe hands.
Wade and the team would love to get the chance to spend time with you to get a complete understanding of your needs and help you progress through every stage of your life.