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

  • Tharaka Leeniyagoda
  • Elise Anderson
  • David Ramsay
  • Jordyn Ramsay
  • Alison Adams
  • Sue Ramsay
  • Narelle Clift
  • Zac Ramsay
  • Ashley Irwin
  • Josh Ramsay
  • Will Clark
  • Laura Whitehead
  • Jacob Ramsay
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.

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.

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.

Jordyn Ramsay

Jordyn Ramsay

Associate

Jordyn is based in our Geelong office. Jordyn 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 & Penelope, riding her bike or finding the next best fishing spot with her friends.

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

Finance Manager

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

Narelle Clift

Narelle Clift

Director of First Impressions

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.

Zac Ramsay

Zac Ramsay

Associate
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.

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.

Will Clark

Will Clark

Associate

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 Whitehead

Customer Service Officer

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.

Jacob Ramsay

Jacob Ramsay

Customer Service Officer

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’.

Our Partners

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

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