
Patricia Garcia
Director & Financial Adviser
My career in financial planning stemmed from a genuine desire to witness success and achievement in lives of others. Interestingly, I began my professional life as a scientist, completing a degree in Biotechnology at the University of Queensland. But it wasn’t long before I realised that I preferred to work with people rather than Bunsen burners and beakers.
I wanted to experience the positive effect my work could have first-hand.
Growing up, I had always been astute when it came to my finances – favouring to save the pocket money my parents gave me, rather than spending it, and then putting it towards long term goals. My outcomes-driven personality followed me into adulthood, and collectively along with my passion for numbers and strong desire to propel people to act on their goals I decided to become a financial adviser. I have now been working with everyday Australians to achieve their financial dreams since 2012 and have been co-owner of Your Vision Financial Solutions with majority stake since December 2016.
Outside of the office, you’ll find me travelling to unique and interesting places, hosting dinner parties or tasting the latest exotic beer.
Patricia Garcia is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Patricia’s qualifications and awards
Patricia is well regarded in the financial advice industry both by her colleagues and peers, and of course – by her clients. She is also currently on the Board of the Association of Financial Advisers (AFA).
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, many of which you can see below –
Testimonials
For more examples of how Patricia has helped couples and individuals achieve their financial dreams, you can visit her profile on the Adviser Ratings website, where she has an exceptionally high approval rating