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 has received numerous awards throughout her career. She was recently recognised as the 2025 Women in Wealth Awards – Financial Planner of the Year (QLD) and was named one of Australia’s Top 50 Most Influential Advisers by the FS Power50 in 2024. Her accolades also include the prestigious Fortnum Adviser of the Year Award (2024), FPA Financial Planner of the Year (2017), and Women in Finance Rising Star of the Year (2016).

Her leadership and commitment to excellence continue to shape the industry. Patricia has served over four years as a board member of the Association of Financial Advisers (AFA) and has been on the board of the Financial Advice Association Australia (FAAA) since 2023, further demonstrating her dedication to advancing the profession.

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.