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.
153 Mercer Street,
Geelong
03 5229 0577
9:00 am to 5:30 pm
Monday To Friday
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.
Jess joined our Geelong team in 2006 after graduating with a Bachelor of Commerce (majoring in Financial Planning). She continued her studies, going on to become a Certified Financial Planner®.
Jess enjoys interacting with people from all walks of life. In particular she has a passion for breaking down the barriers that sometimes cause women to feel apprehensive about making long term financial decisions. With this in mind, Jess developed her Planning for Women information session.
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 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.
As Head of Innovation Erica helps to design and implement the strategic path for the company, now and into the future. We like to say she is our “big picture” person.
The drive and determination that saw Erica succeed as a professional athlete is evident in her commitment and passion to make an impact in the business and deliver a meaningful service to our clients.
Erica strives to maintain a healthy lifestyle with the focus being on achieving the right work–life balance through professional success and still enjoying quality time with family and friends.
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.
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 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.
Jason’s role as I.T Manager is quite diverse, encompassing the day to day I.T operations within the business as well as managing large scale projects. The business has a strong commitment to continue investing in cutting edge technology, requiring Jason’s sound research skills and vision. Jason copes very well with our tendency to blame every issue on I.T – what a champion!
A country lad, Jason loves the great outdoors and in his down time enjoys cycling long distances.
Tharaka is an Associate Financial Planner 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.
Ash is an Associate Financial Planner based in our Geelong office, providing support for Nick Cooper.
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.
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.
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.
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.
Jordyn is an Associate Financial Planner 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.
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.
