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Patricia Garcia

Patricia Garcia

Ms Patricia Garcia
Director and Financial Adviser

Financial Services Guide
Financial Services Guide 2
Financial Services Guide 3

Experience

Patricia Garcia 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 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.

Patricia works with wealth accumulators, who she guides towards setting an achievable budget, minimising debt and building assets and income streams for short, medium and long-term goals. She also enjoys helping retirees prepare for retirement and manage their wealth to ensure they continue to achieve their goals.

"The key is always the goals, we start from here and then reverse engineer the most appropriate strategy for our clients based on their personal and financial situation. Our progress meetings are then their family business meetings where we put the facts on the table, review their progress to date and provide the required tools to help them with their decision making process".

I love being able to help people think about their goals and dreams so that we can put plans and strategies in place to help them achieve what is really important to them.

It is such an amazing experience to show someone how they can save significant amounts of money by simply changing the way they do things and how they can make so much more and achieve their goals by putting a plan in place.

Qualifications

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.

Patricia is a member of the Association of Financial Advisers (AFA) as well as the Financial Planning Association of Australia (FPA). She is the National Chair for 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.

HONORS & AWARDS:

FPA Australian Financial Planner of the Year Award Winner: 2017

Women in Financial Services Rising Star Award - Finalist: Money Management - September 2016

Innovator of the Year Award - Finalist: IFA Excellence Awards - August 2016

Rising Star of the Year Award - Queensland Winner: Financial Wisdom - August 2014

Additional Information

Patricia is originally from Brazil but has been living in Australia since 2005. She enjoys travelling to meet her family around the world, going to the beach, having a barbeque with friends and watching the footy.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address Suite 6 273 Abbotsford Road Bowen Hills QLD 4006
Phone 07 3252 3600
Email patricia.garcia@wb.com.au