Patricia Garcia — Your Vision Financial Solutions
Director and Financial Adviser
Patricia has been working with clients to achieve their financial dreams since 2012 and has been co-owner of Your Vision Financial Solutions with a majority stake 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.
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 over 4 years and was appointed as a board member for the merged Financial Advice Association Australia (FAAA) in April 2023.
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 2021, 2022 and 2023 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.
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:
- Financial Standard 50 Most Influential Adviser of 2022
- Finalist - Fortnum's Adviser of the Year 2021, 2022, 2023
- 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