Elise Anderson

Income Solutions

Silver
7 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 within the Geelong and wider community.  We have a solid investment philosophy, a focus on client education and an estabished advice process designed to provide our clients with the knowledge and confidence to take control of their financial security. I have a Bachelor of Commerce from Deakin University, majoring in Financial Planning and Accounting.  I also achieved the qualification of Certified Financial Planner through peak industry body, the Financial Planning Association of Australia. I value the many client relationships that I have developed throughout my time in the industry and I feel privileged to be able to live the journey, side by side, with my clients.   I would love to meet you.   Please feel welcome to get in touch.

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 and 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 identified goals.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 6
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Income Solutions

153 Mercer St
Geelong, VIC 3220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

4.80
6 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.75
Likely to recommend
Showing reviews 1—6 of 6

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4.50

"WE have always found Elise to be most helpful and reassure us when things don't go to plan! Elise is always available and provides excellent service to us as clients."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Elise has consistently provided myself and my wife with sound advice and timely, reliable information related to preparation for and execution of our retirement planning."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very happy with Elise''s Knowledge and communication on all financials, regarding investments and Superannuation."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"In the time Elise has been managing our funds we have always found her to be extremely knowledgeable and helpful, and very professional."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Elise has been our adviser for many years. She always has time for us and any questions we may need answering. We never hesitate to call her when we need some clarification or advice because no matter how busy she is we always feel like valued clients. We value her expertise, advice and the fact that she is constantly up skilling her knowledge and understanding of the financial landscape. She always follows up on what she has promised.Our entire retirement financial landscape and all its aspects such as insurance, superannuation, budgeting and general information is in good hands with Elise's experience and oversight."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Elise has been our Adviser for many years now. She has always provided sound advice, is extremely helpful, efficient and gets things done in a timely manner. Elise has taken us through the investment phase with margin lending, wealth growth and into a comfortable retirement. I would highly recommend Elise and the business strategy for wealth creation."

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

ASIC RG146 (Managed Investments, Securities and Derivatives)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2012

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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