Geelong Office

The Income Solutions Geelong team are specialist financial planners who believe wealth truly is the absence of financial worry, an income stream you won’t outlive and a meaningful legacy to those whom you love. They want to help you achieve this by providing advice across a broad spectrum of services and tailored education programs suitable to all life stages.

The Geelong team boast a range of talents to cover all of your financial needs including investment, superannuation, personal insurances, cash flow management, accounting, mortgages & lending. They work with lawyers, accountants and lending partners along side their in-house services to ensure you get an aligned personal advisory board that understands your goals and work cohesively to help you achieve them.

The Geelong office supports many organisations including Opportunity International Australia, Give Where You Live, & the Fight Cancer Foundation on Footy Colours Day.

Income Solutions Geelong is located in the Geelong Central Business District, within walking distance of Westfield and Market Square Shopping Centres, and Geelong Train Station. The office is a multilevel facility with client meeting rooms, a boardroom, cafe and purpose built auditorium.


Book a Complimentary appointment with one of our Geelong Financial Planners today.

Free Consultation

Our Team

  • David Ramsay
  • Gareth Daniels
  • Elise Ryan
  • Mason Angove
  • Alison Adams
  • Sue Ramsay
  • Tharaka Leeniyagoda
  • Kane Leersen
  • Danny Archer
  • Jordyn Ramsay
  • Nona Sun
  • Zac Ramsay
  • Josh Ramsay
  • Narelle Clift
  • Danni Brand
  • Ashley Irwin
  • Tayla Edwards
  • Ryan Monaghan
David Ramsay

David Ramsay

Founder / Principal Financial Planner

David is the Founder and Principal Financial Planner of Income Solutions. He is a Certified Financial Planner® with more than 25 years in the profession.
David built the business based on his strong belief that anyone can take control of their financial future and he is proud to have shared the journey with many of his long term clients.

Gareth Daniels

Gareth Daniels

Financial Planner

Gareth has been with Income Solutions since 2009 and previously worked in the finance industry in his native UK. He holds a Bachelor of Arts with Honours, an Advanced Diploma in Financial Services and is Certified Financial Planner®.
Professionally, Gareth gains great satisfaction from providing a high level of support and commitment to keeping his clients on track to achieve their goals. He is particularly passionate about assisting clients from the education sector.
In his spare time, Gareth is quite the gourmet cook and wine enthusiast. Scratch the surface however, and you will find him enjoying a beer and watching his beloved Hawks play.

Elise Ryan

Elise Ryan

Financial Planner

Elise joined the Income Solutions team in 2011 and completed her Bachelor of Commerce in 2012 majoring in Financial Planning and Accounting, and is a Certified Financial Planner®.
For Elise, the best part of her job is helping clients to achieve their goals. Some lucky clients also get to benefit from her fantastic barista skills.
Elise grew up in Geelong and is a volunteer surf lifesaver with the Jan Juc Surf Lifesaving Club.

Mason Angove

Mason Angove

Operations Manager

As Operations Manager Mason ensures the day to day running of the office and oversees the Marketing and IT departments. He is also responsible for Financial reporting and HR within the business.
Mason has a passion for developing our people and helping them to reach their personal aspirations and pursuits. He enjoys implementing the latest trends in technology as well as running events to benefit our client experience and ensure we deliver the best service possible.
With a love for music, and pretty much any and every sport that exists, Mason also enjoys American food. Lots of food.

Alison Adams

Alison Adams

Geelong Operations Manager

As Business Development Manager, Alison draws on over 20 years of industry experience to manage the Advice team – motivating them to deliver the best service and quality advice to our clients. She ensures the team continue to develop their chosen specialities and career paths and helps build strategic partnerships with complimentary businesses.
In her spare time, Alison moonlights as a taxi driver for her kids. Even with the enormity of this role, she still finds time to entertain family and friends.

Sue Ramsay

Sue Ramsay

Administration Co-ordinator

Sue has been with Income Solutions since its inception in 1987. As Administration Co-ordinator, she actively takes care of organising the day to day administrative operations and duties.

Tharaka Leeniyagoda

Tharaka Leeniyagoda

Associate

Tharaka is an Associate based at our Geelong office, providing support for David Ramsay. He holds a Bachelor of Commerce (Accounting) from the University of Adelaide and a Master of Business Accounting from the University of South Australia. We’re very happy he left Adelaide for sunny Geelong!
Tharaka is a real “number cruncher” and strategic thinker and is passionate about helping clients to make informed decisions about their financial future. He loves cooking, and regularly donates to Give Where You Live and Assistance Dogs Australia.

Kane Leersen

Kane Leersen

Financial Planner
Danny Archer

Danny Archer

Associate

Danny is our resident go to guy. After completing an Internship with us, we’ve asked him back to help us with special projects. Danny is currently completing a Bachelor of Commerce, majoring in Accounting and Financial Planning. In his spare time, you can catch Danny playing football for the Modewarre Football Netball Club, watching cricket, AFL & NFL or going for a surf. An avid reader of auto-biographies and personal development / finance books, Danny’s favourites include The Crossroad by Mark Donaldson, At the Close of Play by Ricky Ponting and Robert Kiyosaki’s Rich Dad, Poor Dad. Danny is also an avid traveler who plans to travel to the USA & Canada when he completes his degree and has a dream of living and working abroad from 2018.

Jordyn Ramsay

Jordyn Ramsay

Associate

Jordyn is an Associate based in our Geelong office, providing support for Jess Hall. Jordyn was based in Canberra for four years where she completed a Bachelor of Arts with Australian National University. Jordyn was then accepted to study at The London College of Fashion to undertake Honours in Fashion Journalism. Then in a complete turnaround, Jordyn decided that the world of finance, rather than fashion was for her. Jordyn is now enrolled at Deakin University, studying for her Bachelor of Commerce. With her good sense of fashion, she does however manage to turn up the glamour profile of the office. In her spare time, Jordyn enjoys the great outdoors, riding her bike or finding the next best fishing spot with her friends.

Nona Sun

Nona Sun

Associate
Zac Ramsay

Zac Ramsay

Associate
Josh Ramsay

Josh Ramsay

Accounts Assistant

Josh is our Accounts Assistant based on our Geelong office. Josh completed business studies at the Gordon Institute and with his great attention to detail and love of numbers, he is the perfect addition to our Accounts team. In his spare time, Josh enjoys keeping fit and is a great fan of all sports.

Narelle Clift

Narelle Clift

Director of First Impressions
Danni Brand

Danni Brand

Administration Assistant

Danni works in our Geelong office every Friday, performing general office duties. She is studying at the Gordon Institute where she is completing several short courses.
An animal lover, Danni grew up in the suburbs of Melbourne before moving to a hobby farm in Drysdale.

Ashley Irwin

Ashley Irwin

Customer Service Officer

Ash is a Customer Service Officer based in our Geelong office.
He has an Advanced Diploma of Accounting as well as a Diploma of Financial Planning.
Ash really loves working with numbers – which is lucky for us! He enjoys basketball and has a passion for cars, is a CFA member and regularly raises money for various cancer foundations.

Tayla Edwards

Tayla Edwards

Customer Service Officer

Tayla is currently studying a B. Commerce, majoring in Financial Planning and Management at Deakin Uni. With a particular passion for working with and helping Generation Y and Z to set themselves up for a financially successful future – the earlier you educate yourself and start taking care of your finances, the better! On weekends Tayla can be found being active and outdoors camping, and is saving all her money to travel the world – next stop, Greek Islands.

Ryan Monaghan

Ryan Monaghan

Associate

Having been raised in Barwon Downs and spending most of his childhood in Colac, and playing for the Colac Tigers for the past 5 years, Ryan has a great focus on helping people in the Colac and surrounding community achieve wealth creation and lifestyle goals. Ryan currently lives in Geelong after completing a Bachelor of Commerce majoring in Accounting at Deakin University in 2014, and completed his Masters in Financial Planning through Kaplan Professional in early 2017. He enjoys travelling overseas and meeting new people from a diverse range of backgrounds, and discussing wealth creation opportunities with people who have high growth mindsets. In his spare time, he likes to be very social, exercise and read as often as possible.

Our Partners

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153 Mercer Street, Geelong
Monday To Friday: 9:00 am to 5:30 pm
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