Patricia Garcia — WB Financial
Director and Financial Adviser
Patricia Garcia has been in the financial services industry since 2008.
Prior to joining WB Financial, she worked for a seed stage venture investment company as an Investment Associate.
Patricia is passionate and committed to providing holistic financial planning advice to help her clients achieve their goals and lifestyle choices with emphasis on cash flow and asset management as well as client education. She believes that providing financial advice is not about the product, but about developing strategies that are tailored to the clients’ situation, needs and objectives.
Patricia works with wealth accumulators, who she guides towards setting an achievable budget, minimising debt and building assets and income streams for short, medium and long-term goals. She also enjoys helping retirees prepare for retirement and manage their wealth to ensure they continue to achieve their goals.
"The key is always the goals, we start from here and then reverse engineer the most appropriate strategy for our clients based on their personal and financial situation. Our progress meetings are then their family business meetings where we put the facts on the table, review their progress to date and provide the required tools to help them with their decision making process".
I love being able to help people think about their goals and dreams so that we can put plans and strategies in place to help them achieve what is really important to them.
It is such an amazing experience to show someone how they can save significant amounts of money by simply changing the way they do things and how they can make so much more and achieve their goals by putting a plan in place.
Patricia holds a Bachelor of Biotechnology (Honours) from the University of Queensland, has completed the Diploma of Financial Services (Financial Planning) through Kaplan and the Advanced Diploma of Financial Planning through Mentor Education. She has also completed her Certified Financial Planner designation through the Financial Planning Association of Australia.
Patricia is a member of the Association of Financial Advisers (AFA) as well as the Financial Planning Association of Australia (FPA).
HONORS & AWARDS:
Financial Standard 50 Most Influential Adviser of 2018
FPA Australian Financial Planner of the Year Award Winner: 2017
Women in Financial Services Rising Star Award - Finalist: Money Management - September 2016
Innovator of the Year Award - Finalist: IFA Excellence Awards - August 2016
Rising Star of the Year Award - Queensland Winner: Financial Wisdom - August 2014
Patricia is originally from Brazil but has been living in Australia since 2005. She enjoys travelling to meet her family around the world, going to the beach, having a barbeque with friends and watching the footy.
Patricia is the Queensland State Director of the Association of Financial Advisers (AFA). This role entails regularly meeting with board members to ensure new regulations, legislation and information is conveyed to the members of the AFA. The charter of the AFA Board is to represent the interests of financial advisers and their clients and to ensure that the AFA Code of Conduct: Principles of Practice remain relevant and complied with.
Patricia also offers Pro Bono advice to people in need via Cancer Council Australia and Multiple Sclerosis Australia.