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,
Director & 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.

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.

Megan Harris,
Client Services & Practice Manager

With 18 years of experience in the financial services industry, Megan is a vital member of our team, bringing a wealth of knowledge and expertise to her role as Client Services & Practice Manager. She holds an Advanced Diploma of Financial Services in Financial Planning, which equips her with a deep understanding of complex financial matters and enables her to provide exceptional support to both clients and colleagues.

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.

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.

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.

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.

Steven Bott,
Paraplanner

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. As a Paraplanner, Steven supports our Financial Advisers by preparing Statements of Advice, conducting thorough research, and ensuring compliance, which allows advisers to dedicate more time to clients. His educational background includes Undergraduate Qualifications in Business and Commercial law, a Post Graduate Honours and an MBA.

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.

Get started with Your Vision, today.