With our team by your side, you can have the peace of mind to live fully in the present and plan confidently for the future.
Meet the team.
Patricia Garcia,
CEO & Financial Adviser
Patricia has been working with clients to achieve their financial dreams since 2012 and has owned Your Vision Financial Solutions since December 2016.
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.
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Patricia is well regarded in the financial advice industry by her colleagues, peers and of course – by her clients. She was a board member of the Association of Financial Advisers (AFA) for 4 years and most recently appointed as a board member for the merged Financial Advice Association Australia (FAAA).
Patricia has received many industry accolades and awards. She won one of the most esteemed awards in the industry in 2017 - the ‘Financial Planning Association AFP Financial Planner of the Year’ award. Some of her most recent successes include being a finalist for ‘Fortnum's Adviser of the Year’ award in 2022 and 2021 and being awarded one of the ‘50 Most Influential Advisers‘‘ in 2022.
Outside of the office, you’ll find Patricia travelling to unique and interesting places, hosting dinner parties or tasting the latest exotic beer.
Matt Besley-Martin,
Advice Associate
Matt has a background in accounting and decided to move into a role in financial advice in 2017 so that he could take a more holistic approach to helping clients manage their finances. He believes that one’s relationship with their money impacts life satisfaction, personal goals, relationships and identity. Matt works with the team to help clients to consider all of these factors to develop comprehensive and integrated financial plans to help them meet their personal and financial goals.
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In his spare time, Matt loves to go camping with his young family, travelling to the national parks around Queensland and northern New South Wales.
His qualifications include a Bachelor of Commerce and Graduate Diploma in Financial Planning.
Steven Bott,
Advice Manager
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.
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Steve also believes in the empowerment and education of clients so they have the knowledge and tools to one day manage their own wealth. “Australia has perhaps the best Superannuation system in the world, and therefore it is vital everyone utilises it well, and takes care of every cent - either themselves or in partnership with an Adviser” he states. On top of that, he has a young family so places a very high priority on life insurances – “Unfortunately I’ve seen too many instances of death or disability among young parents, where they have been underinsured. This has implications for life. A well thought out strategy can help to avoid this situation by providing funds to a family that might no longer have the ability to earn or save on their own”.
Steven has 3 young children so can be found on the footy field, ballet class, or at the beach (or all) on the weekends.
Outside of the office, you’ll find Patricia travelling to unique and interesting places, hosting dinner parties or tasting the latest exotic beer.
Denise Petrusma,
Client Services & Operations Manager
With a Bachelor of Business with honours in Entrepreneurship, Certificate IV in Training and Assessment and currently enrolled in the Graduate Diploma of Financial Planning, Denise is passionate in helping individuals and businesses achieve their financial goals through tailored advice and strategic planning.
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Denise has more than 15 years’ experience in Customer Service and enjoys liaising with clients on a day-to-day basis creating exceptional and lasting relationships.
In her free time, Denise enjoys travelling, learning new languages and explore new cultures. She has lived in Switzerland, France, and Morocco. She has visited all continents before she turned 30!
Outside of the office, you’ll find Patricia travelling to unique and interesting places, hosting dinner parties or tasting the latest exotic beer.
Lovelyn Donaire,
Paraplanning Support
Lovelyn stands out as a driven professional with a fervent passion for learning and continuous skill enhancement.
In her role as a Paraplanning Support, Lovelyn's commitment to teamwork shines through. She collaborates seamlessly with our financial advisers, offering vital support throughout the financial planning journey.
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From preparing client documentation and reports to scheduling meetings and managing client records, she ensures the backbone of our operations runs smoothly. This behind-the-scenes diligence empowers our advisers to deliver top-tier, holistic advice to our clientele.
Beyond her professional realm, Lovelyn actively contributes to her community. She invests her time working with the youth through a non-government organization, making tangible differences in their lives. Not just that, Lovelyn also has a melodious gift; her singing brings warmth and happiness to those around her.
Grace Deiparine,
Client Services Officer
Grace possesses a remarkable ability to adapt, shining brightest in dynamic settings. Her passion isn't merely confined to her role; she perceives every challenge as an opportunity, a stepping stone towards personal and professional growth. With a solid foundation in Customer Service and the insights from her degree in Psychology, Grace not only understands clients' needs but also crafts strategies tailored for them.
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At her core, Grace believes in the power of collaboration, always emphasizing the importance of team dynamics and collective achievement. Her proactive nature means she's always a step ahead, anticipating challenges and crafting solutions to meet them.
Outside the confines of her profession, Grace cherishes moments of connection with family and friends. She's a curious soul, always eager to try out new recipes, discovering flavors and cuisines. Her love for nature also finds her taking rejuvenating walks along the beach, soaking in the serenity and reflecting on the day.
Mhie-an Pepito,
Marketing Assistant
Mhie-an brings a dynamic blend of digital marketing strategy expertise and a profound eagerness to learn. With her strong foundation in computer proficiency, Mhie-an has a sharp eye for detail, allowing her to spot and correct errors with ease, ensuring the highest quality in our marketing initiatives. Her commitment to staying abreast of the latest industry trends and her adaptability to new technologies underscore her invaluable role in our team.
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Mhie-an's dedication to both her personal growth and professional excellence shines through in her work, contributing significantly to our marketing efforts and overall success.
Outside of work, Mhie-an dedicates her time to her family, cherishing moments with her 2-year-old daughter and participating actively in her church community. This balance of professional dedication and personal values reflects in her work, bringing a unique perspective and depth to our marketing strategies.
Bella,
Chief Happiness Officer
Bella is our little Chief Happiness Officer (CHO). She has been with us since March 2019 and is an integral part of our team. The CHO's role is to promote employee happiness, engagement, and overall well-being in the workplace.
About Us.
Your Vision Financial Solutions was originally founded in 1990 with the aim to help everyday Australians achieve their financial goals and live fulfilling, enjoyable lives.
Nearly 30 years later, under the ownership of Patricia Garcia, we continue to work with families and individuals driven by their personal & financial goals. As a female led business, we specialising in empowering women with knowledge and tools to not only secure their wellbeing, but foster confidence and independence.
Our philosophy is that financial planning is more than just crunching numbers and investment returns. We offer holistic financial advice that considers your entire financial situation.
Our mission is to help you dream, plan and live your best financial life.
Empowering Your Financial Journey, Together.
We are a dedicated team united in our mission to guide you toward achieving your financial dreams. Our collective expertise spans across financial planning, marketing, administration, and more, ensuring a comprehensive approach to your financial well-being. With a wealth of expertise in financial strategies, investment planning, and wealth management, our team is here to guide you through every step of your financial journey.
We invite you to get to know us better by exploring our team photos and profiles. Ready to take the next step towards financial freedom? Reach out to us for a conversation. Let's make your financial goals a reality together.
Award Winning Expertise!
Owner and Financial Advisor, Patricia Garcia is well regarded in the financial advice industry by her colleagues and peers. She has been a board member of the Association of Financial Advisers (AFA) for over 4 years and most recently appointed as a board member for the merged Financial Advice Association Australia (FAAA).
Patricia has received many industry accolades and awards. She won one of the most esteemed awards in the industry in 2017 - the ‘Financial Planning Association AFP Financial Planner of the Year’ award. Some of her most recent successes include being a finalist for ‘Fortnum's Adviser of the Year’ award in 2022 and 2021 and being awarded one of the ‘50 Most Influential Advisers‘‘ in 2022.