Geelong Office

The Income Solutions Geelong team incorporates specialist financial planners who believe true wealth is the absence of financial worry, an income stream you won’t outlive and a meaningful legacy left to those who 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 boasts 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 alongside their in-house services to ensure you get an aligned personal advisory board that understands your goals and works cohesively to help you achieve them.

The Geelong office supports many organisations, including Opportunity International Australia and the Fight Cancer Foundation on Footy Colours Day.

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


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

Free Consultation

Our Team

  • David Ramsay
  • Elise Anderson
  • Tharaka Leeniyagoda
  • Jordyn Ramsay
  • Zac Ramsay
  • Sue Ramsay
  • Josh Ramsay
  • Narelle Clift
  • Ashley Irwin
  • Alison Adams
  • Liam Kearney
  • Kurt Cole
  • Jeremy Carlton
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.

Elise Anderson

Elise Anderson

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.

Tharaka Leeniyagoda

Tharaka Leeniyagoda

Financial Planner

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.

Jordyn Ramsay

Jordyn Ramsay

Financial Planner

Jordyn is a Financial Planner 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 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 studied her Bachelor of Commerce at Deakin University. 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 with her dog Monty, riding her bike or finding the next best fishing spot with her friends.

Zac Ramsay

Zac Ramsay

Associate
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.

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
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.

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.

Liam Kearney

Liam Kearney

Associate

Liam joined our Income Solutions team in 2018, as an Associate to Elise Ryan.
Liam has always been a Geelong local, growing up in Ocean Grove. He has completed a Bachelor of Commerce, majoring in Financial Planning, Finance and Accounting.
Liam is passionate about Financial Planning and has always wanted to help people in the local community.
Liam is obviously a Geelong Cats fan & enjoys playing netball, basketball and surfing.

Kurt Cole

Kurt Cole

Associate

Kurt studied Bachelor of Commerce (majoring in Financial Planning & Human Resources Management) at Griffith University.
Our resident Queenslander was born and bred on the Gold Coast and spent the last 2 years living in Brisbane becoming a licensed pool builder and whilst he was finishing University.
He moved down to Geelong for love, and luckily loves AFL (another Collingwood supporter), as well as family time and going to the gym.
He chose the Financial Planning industry as he enjoys creating effective strategies for his clients that can be implemented whilst building long lasting relationships.

Jeremy Carlton

Jeremy Carlton

Associate

Jeremy studies at Deakin University, completing a Bachelor of Commerce (majoring in Accounting) and Bachelor of Information Systems at Deakin University, he is excited to complete his studies in June 2019.
Jeremy is a Geelong boy through & through, he attended Geelong Grammar School and plays local, he is also Collingwood Supporter (don’t hold it against him).
Jeremy decided to persue a career in finance as he is passionate about helping people achieve their goals, and he believes being a Financial Planners is one of the best ways to do this.

Our Partners

Contact Us

153 Mercer Street, Geelong
Monday to Friday: 9:00 am to 5:30 pm
Book an Appointment

Accessing Income Solutions Accounting is as easy as clicking to book an appointment and completing our simple online form.

captcha
Book an Appointment

If you have any questions, or would like to book a free initial consultation, please enter your details, and any comments below.

captcha
Geelong Office registration

Please complete the following registration form, and you will receive a confirmation e-mail. We look forward to seeing you at our upcoming event.

captcha
Apply Now:

To apply please fill out the form below, and upload your resume.

captcha
Book an Appointment

If you have any questions, or would like to book a free initial consultation, please enter your details, and any comments below.

captcha