Tharaka Leeniyagoda

Income Solutions

Silver
6 Yrs Experience
Geelong, VIC 3220

As a Financial Planner, I work with a range of clients with varied circumstances, ages and occupations to determine a solid financial plan that supports both current and future financial security and freedom.  For over 30 years, Income Solutions has provided quality financial planning advice and service to our clients with the Geelong and wider community.  We have a solid investment philosophy, a focus on client education and an established advice process designed to provide our clients with the knowledge and confidence to take control of their financial security.

I came to Income Solutions from a career in Accounting.  Both Accounting and Financial Planning require outcome-based solutions and strategic thinking.  Incorporating client's dreams and goals together with finances proved to be the winning combination for me that saw my career change to financial planning. 

I have 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 Kaplan Professional.

I enjoy the process of finding out what is important for each client and developing a plan that addresses each individual goal.  I invite you to touch base.  I would love to meet with you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fee Structure detailed in a unique 4 STEP FINANCIAL PROCESS: 1) INFORMATION EVENING ~ Opening your eyes to a strategic way of thinking about your financial future. 2) RIGHT FIT MEETING ~ What you can expect from us working together in partnership with you. 3) DISCOVERING YOU GOALS ~ Gain a clear picture of where you are now and where you want to be into the future. 4) BIG PICTURE ~ You will be presented with your personalised strategy specifically designed to achieve your stated goals.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.88
  • Number of reviews 4
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Business (Accounting)
  • Language spoken
    • English

Income Solutions

153 Mercer St
Geelong, VIC 3220

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459