Welcome to Income Solutions new blog.
The Income Solutions blog will cover the latest financial developments, provide practical financial information and keep you up-to-date on what is happening at Income Solutions.
Each week one of our highly experienced financial planners or staff will write a blog post on an issue or topic that is in an area of their expertise.
If you have questions or a comments about any of the blog posts don’t hesitate to contact us. We are happy to provide further information.
The Income Solutions blog will be written by our in-house experts;
David is the Founder, Chief Executive Officer and Principal Financial Planner of Income Solutions. He is a Certified Financial Planner (CFP) and has over 20 years experience in the Financial Planning industry.
Sue has been with Income Solutions since its first day in 1987, as Administration Coordinator Sue actively takes care of the organisation day to day administrative operations and duties.
Erica our General Manager has a Bachelor of Science in Business Administration and is responsible for guiding the business, ensuring our key goals and objectives are achieved. She also managers the company operational requirements and makes sure all compliances are met.
Steven joined Income Solutions in November 2006 with a Bachelor of Commerce degree from Deakin University with majors in Financial Planning and Accounting. Steven is a Certified Financial Planner and is located at the Melbourne office.
Jessica has been with Income Solutions since May 2006. She has a Bachelor of Commerce from Deakin University with majors in Financial Planning and Accounting. Jessica is a Certified Financial Planner and is located at the Geelong office.
Michael joined Income Solutions in January 2008 and is currently completing his Master of Commerce degree at Deakin University specialising in Financial Planning and Finance.
Gareth has worked in the financial services industry in the UK and as a Financial Planner in Melbourne. Gareth holds a degree in Economics and History with Honours, and is working towards becoming a Certified Financial Planner.
Shylesh studied Commerce at Deakin University, majoring in Accounting, Finance and Financial Planning. Shylesh is currently an Associate Financial Planner located at Income Solutions Carlton office.
Elise joined the Income Solutions team in 2011 and is currently completing her Bachelor of Commerce degree majoring in Financial Planning and Accounting.
Lastly myself, I have a Commerce degree majoring in Marketing and Financial Planning from Deakin University. I have almost completed a Masters degree at Swinburne University and will assume responsibility for being the blog moderator.
We look forward to discussing and sharing with you our collective knowledge to help you achieve your financial and lifestyle goals.
All the best,
Simon TerpstraShare on social mediaby