About Me
My goal is to be a trusted partner throughout your retirement journey, providing clear, practical advice as your circumstances, priorities and goals evolve. That is the standard I bring to every client relationship.
Many people approaching retirement, or already retired, feel uncertain about speaking with a financial adviser for the first time. That is completely understandable. My role is to provide clarity, structure and confidence, helping you make informed financial decisions during one of life's most important transitions.
I work closely with clients to develop strategies that provide confidence about their financial future—helping them understand how long their retirement savings may last, how to generate a reliable income, and how to achieve the lifestyle they want without unnecessary complexity or stress.
No two retirements are the same. Every client has unique goals, family circumstances and priorities. That is why I take a holistic approach to financial advice, developing personalised strategies that balance your immediate income needs with your long-term financial security.
As a qualified financial adviser, I have met the education, professional and ethical standards required under Australia's financial advice reforms. This includes completing a Graduate Diploma of Financial Planning, maintaining ongoing Continuing Professional Development (CPD), and adhering to the Financial Adviser Code of Ethics.
Earlier in my career, I was honoured to be recognised by my peers as both the Victorian State and National New Adviser of the Year. These awards reflected my commitment to delivering high-quality advice and achieving strong outcomes for my clients.
My family and I live in Newtown, Geelong, and I have called the Bellarine region home for most of my life. Outside of work, I enjoy swimming, surfing, stand-up paddleboarding and golf. These interests reinforce the importance of maintaining health, balance and purpose at every stage of life.
Whether you are preparing for retirement or already enjoying it, my commitment is to provide advice that is personal, practical and focused on helping you achieve greater financial confidence and peace of mind for the years ahead.
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.