Patricia is one of our Directors and Financial Advisers. She is well regarded in the financial advice industry both by her colleagues and peers, and of course – by her clients.
Her qualifications are extensive. Since graduating from university, Patricia has completed the Diploma of Financial Planning, the Advanced Diploma of Financial Planning and the Certified Financial Planner designation.
Over her time as a financial adviser, Patricia has also been nominated and awarded for several accolades.
Troyden is one of our Financial Advisers and his journey to financial planning started when he wanted a career that would help people in a meaningful way. He joined Your Vision Financial Solutions in July 2018 after working in various financial planning practices since completing his Bachelors in 2015. Troyden believes in the value that advice can bring to his clients.
Amy is our Client Services & Operations Manager who works with clients and providers to ensure the advice Your Vision Financial Solutions provides is implemented accurately, in a timely manner and she also ensures the office runs smoothly.
She believes in the value of tailored advice and loves seeing clients enjoying a comfortable lifestyle.
Amy has lived in Australia for the last 10 years and has spent all of those years in the Financial Planning industry. Prior to that, Amy spent time travelling abroad, including 3 years working as a teacher in Japan.
Amy holds a Bachelor of Arts and a Bachelor of Education from Victoria University.
Nina is our Client Services Officer, she joined Your Vision Financial Solutions in January 2016. With a Diploma of Business III in Business Administration (Legal).
Nina enjoys all aspects of administration and liaising with clients on day to day basis. She likes seeing clients achieve their personal and financial goals and the happiness this brings to them for their hard work.
In her spare time Nina enjoys going to the movies, bike riding and spending time with family and friends.