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 –
Financial Standard 50 Most Influential Adviser of 2018
Financial Planner AFP of the Year Award Winner – Financial Planning Association of Australia 2017
Women in Financial Services Rising Star Award Finalist – Money Management 2016
Innovator of the Year Award Finalist IFA Excellence Awards – 2016
Rising Star of the Year Award – Financial Wisdom Queensland Winner 2014
Certified Financial Planner Designation
Testimonials
Ben
Over the years Patricia has made sure I have the right structure and tools in place to achieve my goals. I’ve gone to Patricia for advice on all my financial needs, from sorting out my super and insurance to managing my debts and cashflow. Since getting engaged to my fiancée Danielle, we both now see Patricia whenever we have an important financial decision to make
Teresa and Darren
When we first started getting financial advice, Darren was running his own drilling business and I took care of the administration side of things. We wanted to retire before age 60 and needed some guidance around how to achieve this. The WB Financial (now trading as Your Vision Financial) team helped us establish ongoing investments to build an investment portfolio that would allow us to retire early.
Thomas
Patricia was my main representative and my voice when I was away in the hospital trying to battle for my life. Patricia and her team did all the background work to help with the financial side of things for me. They helped me gain early access to my superannuation and to successfully claim on my life insurance policy. I was so over the moon with their assistance because there were so many forms and terms I just didn’t understand but with their help, everything went smoothly.
Wayne and Carolyn
"Because we’d left our run a bit late, we didn’t have all that much time to accumulate huge amounts of money through superannuation before we retired,” said Carolyn. “And because our superannuation wasn’t growing at a rate that I thought was adequate, this option has worked well for us." "Without the help of Graham and Patricia, we wouldn’t be in the position we’re in now – we just wouldn’t have put away as much as we needed to,” Carolyn said. “We were never planning to have a lavish lifestyle in retirement, but their strategy has definitely enabled us to retire comfortably."
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