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Patricia Garcia

 Patricia Garcia

Share profile:
273 Abbotsford Road Suite 6
Bowen Hills
QLD
4006
AU

Overview CONTACT THE ADVISER

Patricia Garcia Patricia Garcia

total Reviews

14

Experience

5yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Wealthguard Financial Services Pty Ltd trading as WB Financial
Wealthguard Financial Services Pty Ltd trading as WB Financial

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Commonwealth Bank of Australia
Commonwealth Bank of Australia
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation

Latest Customer Reviews (3 of 14 total)See all

"Patricia is my rock being a widow and not having anyone else to discuss finance with she takes all the stress out of my life. I feel so confident after seeing her and she makes things very clear and easy to understand. I recommend her all the time to friends and family. Margaret"

Margaret, 65+ 25 Jun 2017

"Patricia's knowledge and advice is detailed and expressed with such confidence that you can't but help feel that your choice to have her handle your retirement fund was the correct one. She makes you feel as you are the only person that counts."

Allan, 56-65 29 May 2017

"Patricia has been an amazing advisor who we have recommended to our family and friends. She has helped us better understand and organise our financial needs for our retirement. We can now retire with confidence."

Walter, 56-65 24 May 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • Financial Wisdom Rising Star of the Year - QLD (2014)
  • Money Management Women in Financial Services Rising Star - Winner (2016)
  • IFA Innovator of the Year - Finalist (2016)
Years of experience
  • 5 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 6
273 Abbotsford Road, Bowen Hills
QLD 4006 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9PM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 4PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 14 Total Reviews
Margaret, 65+25 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia is my rock being a widow and not having anyone else to discuss finance with she takes all the stress out of my life. I feel so confident after seeing her and she makes things very clear and easy to understand. I recommend her all the time to friends and family. Margaret"

Allan, 56-6529 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia's knowledge and advice is detailed and expressed with such confidence that you can't but help feel that your choice to have her handle your retirement fund was the correct one. She makes you feel as you are the only person that counts."

Walter, 56-6524 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia has been an amazing advisor who we have recommended to our family and friends. She has helped us better understand and organise our financial needs for our retirement. We can now retire with confidence."

Linda, 46-5524 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I've found Patricia to be extremely knowledgeable and switched on to current trends and changes in financial products and regulations. "

Laurel, 56-6522 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia has assisted us with our financial planning for many years now and we have found her to be very approachable, a good listener, able to give sound advice and answer our questions in a clear & concise manner. My husband and I would have no hesitation in recommending Patricia to our friends and family. Laurel & Russell 4226"

Kimberley , 35-4522 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia is a fantastic adviser. She is extremely knowledgeable and understands our needs and goals and assisting us in the best way to achieve these. "

Tracey, 46-5520 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patrica is always positive and happy to help no matter how hard the task appears to be. Her knowledge and expertise is exceptional and no matter how complicated, she always manages to get me up to speed."

Jay, 56-6519 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia has been advising my wife and I for some time now. She explains matters very well to us as we are not experts in investing. We trust Paricia explicitly as we have achieved very good results since dealing with WB Financial and particually Patricia. We are more than happy and do recommend Patricia to other people when in discussions on financial matters."

Linda , 46-5519 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia has been invaluable in assisting with financial direction and understanding of our current position and possibilities. "

Len, 56-6519 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia is a extremely talented and professional adviser who will listen to your requirements, and then offer the best solution/advice based on an incredible array of software programs. I would HIGHLY recommend Patricia as a Financial Adviser."

David, 65+18 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Patricia to be both knowledgeable and easy to understand. Her recommendations have always ended up being the best options. "

Jason, Under 3518 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia is a pleasure to work with. Her indepth knowledge, clear communication and friendly approach makes it easy to trust your future financial planning in her hands. The benefits and savings available were obvious within a few meetings."

Christopher and Gale , 56-6518 May 2017
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"We have found Patricia to be very knowledgeable ,thorough , professional and dedicated to making our finance work for us. We are now retired at the age of 61 , Chris and Gale "

Carolyn , 65+18 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Patricia has been our Financial Advisor for a number of years. She is very thorough in her approach to helping us manage our retirement nest egg and we have had no issues at all in adopting the strategies that she has advised. Although very professional in her manner, Patricia is also a kind and thoughtful person and we would have no problem in recommending her services to others."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
9
Customers

#2
Building Super
STRENGTH
8
Customers

#3
Preparing For Retirement
STRENGTH
7
Customers

#4
Managing Debt
STRENGTH
5
Customers

#4
Tax Effective Strategies
STRENGTH
5
Customers

#5
Household Budgeting
STRENGTH
4
Customers

#5
Self Managed Super Funds
STRENGTH
4
Customers

x

Overall rating

93%

Patricia Garcia

Company: Wealthguard Financial Services Pty Ltd trading as WB Financial

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Patricia Garcia is a member of and in what capacity, the licensee or company of Patricia Garcia and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Patricia Garcia (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 50%

Quality of Advice: 0%

Customer Satisfaction: 0%