About Me

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 ® 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 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 winning the ‘Fortnum Adviser of the Year’ award in 2024 and being awarded one of the ‘50 Most Influential Advisers‘‘ in 2022.

For over 30 years, Your Vision Financial Solutions has been dedicated to helping clients dream, plan, and live their best financial lives. Our comprehensive range of services is tailored to meet the unique needs of young professionals, pre-retirees, retirees, and empowered women. We treat our clients like family, providing the support and guidance needed at every stage of your financial journey.

We don’t operate on a transactional basis, we offer comprehensive financial guidance that covers all areas of your financial life. The optimal combination of services and advice for you to maximise your resources will depend on your specific situation.

At Your Vision Financial 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 know that managing your finances can be complex and overwhelming, which is why we guide all our clients through the Your Vision Journey - a forensic planning process that takes the time to truly understand your unique situation and dreams so we can create a personalised plan that aligns with your goals.