Patricia believes in the value of an integrated plan for clients that addresses all their financial needs.
Patricia has worked in the financial services industry since 2010 and is passionate about helping clients achieve their financial dreams. 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 – her clients. She was a board member of the Association of Financial Advisers (AFA) for 4 years and was most recently appointed board member for the merged Financial Advice Association Australia (FAAA).
Patricia has received many industry accolades and awards. In 2017, she won one of the most esteemed awards in the industry: the Financial Planning Association (FPA) 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.
Patricia is particularly passionate about integrating lending strategies and optimisation into a comprehensive financial planning process. She is committed to ensuring her clients have the proper debt structure, and her partnership with Presidio has been crucial in achieving this.