Hi, Iâm Patricia,
Financial Adviser and CEO of Your Vision Financial Solutions
Financial Adviser
I empower women to take control of their financial future, providing the confidence and knowledge needed to achieve their personal and professional goals.
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 ÂŽ designation.
Patricia is well regarded in the financial advice industry by her colleagues, peers and of course â 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 âFinancial Planning Association AFP Financial Planner of the Yearâ award. Some of her most recent successes include being a finalist for âFortnum's Adviser of the Yearâ award in 2022 and 2021 and being awarded one of the â50 Most Influential Advisersââ in 2022.
Location:Â Ascot, Brisbane / Australian-wide
Favourite drink:Â I love craft beers, gin and wine. Yes, I love most drinks and yes I love beer too!!
Best life hack: Success is all about habits and routines. My best one for myself is my routine of exercise followed by meditation. I do this in the mornings and it removes the decision making process of âShould I exercise today? Should I meditate today?â so now it is an ingrained habit I have formed for many years so it makes it easy for me not to fail.
Best piece of advice:Â Money is only as good as the memories it buys us
Book a call with Patricia
More About Me
I want to be able to help more women feel financially secure. I hope to be able to reach out to more women through this program so they can feel comfortable sharing their entire financial situation with a stranger that is endorsed by this group.
I have received many industry accolades and awards. I won one of the most esteemed awards in the industry in 2017 - the âFinancial Planning Association AFP Financial Planner of the Yearâ award. Some of my most recent successes include being a finalist for âFortnum's Adviser of the Yearâ award in 2023, 2022 and 2021 and being awarded one of the â50 Most Influential Advisersââ in 2022.
A recognition of our great work is in how long our clients stay with us, with many clients being with us for over 20 or 30 years. Our clients also refer us to their parents, children and grandchildren which is a great testament to the quality of services and advice we provide, with a high level of client engagement.
The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.
