Patricia Garcia

Director & Financial Adviser

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.

Learn more about Patricia

Graham Meredith


Graham is one of our Directors and has had over 40 years experience in the financial planning industry. He resigned as a Financial Adviser at the end of 2018 and is now focused on business development and maintaining client relationships.