Dream Grow Achieve

David Ramsay

David is the Founder and Principal Financial Planner of Income Solutions. He is a Certified Financial Planner® with a Commerce Degree and 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.

Tharaka Leeniyagoda

Tharaka is a Financial Planner based at our Geelong office. He holds a Bachelor of Commerce (Accounting) from the University of Adelaide, a Master of Business Accounting from the University of South Australia and a Diploma of Financial Planning from Kalpan. 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.

Elise Anderson

Elise joined the Income Solutions team in 2011 and completed her Bachelor of Commerce in 2012 majoring in Financial Planning and Accounting, and is now 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.

Kane Leersen

Growing up in the countryside near Birregurra, Kane has always been a country boy at heart. With a keen interest in finance, Kane moved to Geelong to complete his Bachelor of Commerce with Deakin University – majoring in Financial Planning and Management. Having worked in the industry for three years, Kane’s desire to be at the coal face, directly helping people, was the driving force behind him joining the Income Solutions team. Returning to his roots, Kane is heading up both our Colac and Hamilton offices and is excited to be assisting the local community. In his spare time, playing sport (football and cricket), travelling and family time are at the top of Kane’s list of priorities.

Jordyn Ramsay

Jordyn is based in our Geelong office. Jordyn was based in Canberra for four years where she completed a Bachelor of Arts with Australian National University. Jordyn studied her Bachelor of Commerce at Deakin University. In her spare time, Jordyn enjoys the great outdoors with her dogs Monty and Penelope, riding her bike or finding the next best fishing spot with her friends.

Ashley Irwin

Ash is an 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.

Zac Ramsay

Josh Ramsay

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.

Will Clark

Will joined Income Solutions in May 2020 after completing a Bachelor of Commerce majoring in Financial planning and Finance.

He is looking forward to one day being a financial planner and being able to help clients reach their goals through the assistance of good financial planning.

Will is from Ballarat and in his spare time enjoys helping out with St Mary’s Football Club

Laura Whitehead

Laura joined the team in November 2020 and rapidly established herself in a pivotal role delivering quality customer service to our clients.
Currently studying International Studies and Commerce at Deakin University, Laura is perfectly placed to further her ambition to develop her career within the financial industry.
When not working or studying she enjoys reading and spending time in the garden.

Narelle Clift

Narelle is a long-term employee and over the years has made the role of Director of First Impressions her own.
Her consistent commitment over the years and positive attitude ensures our clients are welcomed with genuine engagement and a willingness to help.
On the weekends she enjoys taking her staffy dog ‘Jaxs’ to the dog park

Jacob Ramsay

As a recent addition to the client services team, Jacob has already proven to be a welcome asset.
He is currently studying a Bachelor of Commerce at Deakin University and is looking forward to practically applying in the workplace what he has been studying in the classroom.
On the weekend you can find him in a footy jumper playing for his local club… the ‘Turtles’.

Sue Ramsay

Sue has been with Income Solutions since its inception in 1987.  As Finance Manager, she actively takes care of organising the day to day finance operations and duties.

Alison Adams

As the Geelong Office’s Operations 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.