Director and Financial Adviser, WB Financial
Patricia Garcia is the Director & Financial Adviser of Your Vision Financial Solutions (trading as WB Financial). She has been in the financial services industry since 2008. Prior to joining WB Financial, she worked for a seed stage venture investment company as an Investment Associate. Patricia won the Financial Planning Association AFP Financial Planner of the Year Award in 2017 and she also won the Women in Financial Services Rising Star Award in 2016.
Patricia holds a Bachelor of Biotechnology (Honours) from the University of Queensland, has completed the Diploma of Financial Services (Financial Planning) through Kaplan and the Advanced Diploma of Financial Planning through Mentor Education. She is currently completing studies towards her Certified Financial Planner designation. She is a member of the Association of Financial Advisers (AFA) as well as the Financial Planning Association of Australia (FPA). Patricia is the National Chair of the AFA Genxt Committee whose role is to facilitate the transfer of knowledge, experience, skills and networks between the current and next generation of financial advice professionals.
Patricia is passionate and committed to providing holistic financial planning advice to help her clients achieve their goals and lifestyle choices with emphasis on cash flow and asset management as well as client education. She believes that providing financial advice is not about the product, but about developing strategies that are tailored to the clients’ situation, needs and objectives.