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.
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.
Greg. 3217. We are very happy with Tharaka's help with all our financial needs. He listens to our requests and acts promptly and explains clearly his action plan. Thank you Tharaka. We are heading into our retirement feeling much more secure about our finances.
Tharaka has given me advice in areas including Defence Pension, and Government Assistance Tharaka was usually able to explain things to me in a clear way. Through Tharaka's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Tharaka's full care and attention when I needed it.'
Tharaka has given me advice in all areas that are relevant to us and has always been more than helpful in assisting us with our financial future, we are more than comfortable in having Tharaka and Income Solutions in our life moving forward.
Both my wife and I enjoy each and every meeting that we have had with Tharaka and are very confident that the advice given to us across all areas is in our best interests. He understands what we are trying to achieve in our retirement and knows our plans going forward.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2018
- Years of experience 5
- Master of Business (Accounting)
Income Solutions153 Mercer St
Geelong, VIC 3220
Australian Unity Personal Financial Services Ltd