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.
Having been in the industry since 2008, Steven draws on a number of experiences including being a business owner and an Adviser for over 10 years. Acting as Advice Manager his role is to ensure the Advisers in the business can spend more of their time with clients. His educational background includes Undergraduate Qualifications in Business and Commercial law, a Post Graduate Honours and an MBA.
Steven has 3 young children so can be found on the footy field, ballet class, or at the beach (or all) on the weekends.
Ysabela has paraplanning experience and have been working closely with financial advisers since joining the industry. She loves working on strategies and is motivated to provide quality financial advice that will make a positive difference in client’s lives. Her educational background includes a degree in Management Accounting where she passed the US Certified Management Accountant (CMA) license exam and Diploma in Financial Planning (DFP). Ysa plans to expand her skills further and eventually take up Masters in Financial Planning.
Outside of work, Ysa is a Harry Potter geek who loves taking walks in nature, and is an INFJ who loves getting lost in a good fantasy book/series.
Alfie is committed to providing the highest level of support to our clients, Financial Advisers and the rest of our team. He is passionate about the value of financial advice and fully embraces the importance of accountability and ongoing reviews to ensure our clients are on track to achieve their goals.
During his free time Alfie likes to go out running and joining marathons. He’s active when it comes to extreme sports and loves to cook!
Denise is our Client Services Manager. With a Bachelor of Business with honours in Entrepreneurship and Certificate IV in Training and Assessment, Denise is passionate in providing outstanding services with attention to detail.
Denise has more than 10 years’ experience in Customer Services and enjoys liaising with clients on a day-to-day basis. Together with Your Vision Financial Solutions Team, she will contribute to creating exceptional and lasting relationships.
In her free time, Denise enjoys travelling, learning new languages and explore new cultures. She moved to Australia in 2018 and lived in Switzerland, France, and Morocco. She has visited all continents before she turned 30.