Our Approach - Dream | Plan | Live.
We believe that financial planning is more than just crunching numbers and investment returns. We offer holistic financial advice that considers your entire financial situation.
We work with families and individuals driven by their personal & financial goals. With our expertise and attention to detail, we can uncover opportunities for savings, identify potential risks, and provide a comprehensive plan for your financial future. You have no need to worry, we manage the process with meticulous attention, so you can continue to enjoy the life you’ve created with those you love.
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.
Patricia's qualifications are extensive. Since graduating from university, she 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 has been 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 ‘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 2022 and 2021 and being awarded one of the ‘50 Most Influential Advisers‘ in 2022.
We have been working with Patrica since about 2014 and absolutely believe we cuoldn't have achieved the financial security and wealth we have today without her guideance and advice. She takes the time to listen and explain to us technical financial aspects in everyday common language that my wife and I can easily understand. We look forward to our regular meetings and we love havnig the first online meeting whilst on a traveling holiday budgeted from our savings. Highly recommended and we have done that to friends and family too.
I have come to Patricia as my financial advisor because she was so highly recommended by a friend & I have not been at all disappointed! I feel very confident that Patricia will take very good care of my finances & get the best possible outcomes prior to and throughout my retirement. She is extremely easy to deal with & is very good at explaining things in 'layman's terms'. I am looking forward to a long working relationship with her and will be highly recommending her to all of my friends as well!
From the start of our contact Patricia has been professional, efficient and friendly. We’re achieving our goals thanks to her advice. We plan to continue as clients of Your Vision Financial.
We have been working with Patricia over the past six years and we are very happy with the advice and guidance we have had over that period. She has been able to clarify our investment strategies and has helped us improve our overall position by executing on the strategies she has laid out for us. Thank you.
We have been working with Patricia and her team for five years, and we are really happy with the financial progress we've made, as well as the new knowledge and financial understanding we have acquired. They are professional and responsive to our individual needs.
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 2012
- Years of experience 11
- Bachelor of Biotechnology (Honours)
- Certified Financial Planner (CFP)
Your Vision Financial Solutions Pty LtdSuite 2, 7 Butler St
Ascot, QLD 4007
- 8:30am – 4:00pm Friday
- 8:30am – 5:00pm Monday – Thursday
- In person
- Video call
Fortnum Private Wealth Ltd