With our team by your side, you can have the peace of mind to live fully in the present and plan confidently for the future.
Meet the team.
Patricia Garcia,
Director & Financial Adviser
CERTIFIED FINANCIAL PLANNER ®
Patricia has been working with clients to achieve their financial dreams since 2010 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 Women in Wealth Awards – Financial Planner of the Year (QLD) for 2 consecutive years (2025 & 2026) and was named one of Australia’s Top 50 Most Influential Advisers by the FS Power50 in 2025, 2024, 2022 & 2018.
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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 previously served on the board of the Association of Financial Advisers (AFA) for 4 years and then 3 years on the board of the Financial Advice Association Australia (FAAA)., further demonstrating her dedication to advancing the profession.
Outside of the office, Patricia enjoys traveling, going out for hikes and to the beach, dining out and spending quality time with family and friends.
Jill Anschau,
Senior Advice Associate
Jill is an experienced financial services professional with more than two decades of industry experience spanning financial advice, compliance, paraplanning and business operations.
As Senior Advice Associate, Jill works closely with clients to support the advice process and help ensure a seamless client experience. Drawing on her extensive technical knowledge and industry expertise, she assists clients in understanding complex financial concepts and supports the business in the preparation of financial strategy and advice documentation tailored to our clients' circumstances.
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Jill has completed her Advanced Diploma of Financial Services and is currently undertaking her Graduate Diploma of Financial Planning. Her commitment to ongoing professional development reflects her dedication to delivering high-quality advice support and helping clients move forward with confidence towards their financial goals.
Outside of work, Jill enjoys spending time with family and friends and making the most of a balanced and active lifestyle.
Denise Petrusma,
Client Services & Operations Manager
With a Bachelor of Business with honours in Entrepreneurship, Certificate IV in Training and Assessment and currently enrolled in the Graduate Diploma of Financial Planning, Denise is passionate in helping individuals and businesses achieve their financial goals through tailored advice and strategic planning.
Denise has more than 15 years’ experience in Customer Service and enjoys liaising with clients on a day-to-day basis creating exceptional and lasting relationships.
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In her free time, Denise enjoys travelling, learning new languages and explore new cultures. She has lived in Switzerland, France, and Morocco. She has visited all continents before she turned 30!
Steven Bott,
Paraplanner
Having been in the industry since 2008, Steven draws on a number of experiences including being a business owner and an Adviser for over 10 years. As a Paraplanner, Steven supports our Financial Advisers by preparing Statements of Advice, conducting thorough research, and ensuring compliance, which allows advisers to dedicate more time to clients. His educational background includes Undergraduate Qualifications in Business and Commercial law, a Post Graduate Honours and an MBA.
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Steve also believes in the empowerment and education of clients so they have the knowledge and tools to one day manage their own wealth. “Australia has perhaps the best Superannuation system in the world, and therefore it is vital everyone utilises it well, and takes care of every cent - either themselves or in partnership with an Adviser” he states. On top of that, he has a young family so places a very high priority on life insurances – “Unfortunately I’ve seen too many instances of death or disability among young parents, where they have been underinsured. This has implications for life. A well thought out strategy can help to avoid this situation by providing funds to a family that might no longer have the ability to earn or save on their own”.
Steven has 3 young children so can be found on the footy field, ballet class, or at the beach (or all) on the weekends.
Lovelyn Donaire,
Paraplanning Support
Lovelyn stands out as a driven professional with a fervent passion for learning and continuous skill enhancement.
In her role as a Paraplanning Support, Lovelyn's commitment to teamwork shines through. She collaborates seamlessly with our financial advisers, offering vital support throughout the financial planning journey.
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From preparing client documentation and reports to scheduling meetings and managing client records, she ensures the backbone of our operations runs smoothly. This behind-the-scenes diligence empowers our advisers to deliver top-tier, holistic advice to our clientele.
Beyond her professional realm, Lovelyn actively contributes to her community. She invests her time working with the youth through a non-government organization, making tangible differences in their lives. Not just that, Lovelyn also has a melodious gift; her singing brings warmth and happiness to those around her.
Grace Deiparine,
Client Services Officer
Grace possesses a remarkable ability to adapt, shining brightest in dynamic settings. Her passion isn't merely confined to her role; she perceives every challenge as an opportunity, a stepping stone towards personal and professional growth. With a solid foundation in Customer Service and the insights from her degree in Psychology, Grace not only understands clients' needs but also crafts strategies tailored for them.
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At her core, Grace believes in the power of collaboration, always emphasizing the importance of team dynamics and collective achievement. Her proactive nature means she's always a step ahead, anticipating challenges and crafting solutions to meet them.
Outside the confines of her profession, Grace cherishes moments of connection with family and friends. She's a curious soul, always eager to try out new recipes, discovering flavours and cuisines. Her love for nature also finds her taking rejuvenating walks along the beach, soaking in the serenity and reflecting on the day.
Mhie-an Pepito,
Marketing Assistant
Mhie-an brings a dynamic blend of digital marketing strategy expertise and a profound eagerness to learn. With her strong foundation in computer proficiency, Mhie-an has a sharp eye for detail, allowing her to spot and correct errors with ease, ensuring the highest quality in our marketing initiatives. Her commitment to staying abreast of the latest industry trends and her adaptability to new technologies underscore her invaluable role in our team.
Bella,
Chief Happiness Officer
Bella is our little Chief Happiness Officer (CHO). She has been with us since March 2019 and is an integral part of our team. The CHO's role is to promote employee happiness, engagement, and overall well-being in the workplace.
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Mhie-an's dedication to both her personal growth and professional excellence shines through in her work, contributing significantly to our marketing efforts and overall success.
Outside of work, Mhie-an dedicates her time to her family, cherishing moments with her 2-year-old daughter and participating actively in her church community. This balance of professional dedication and personal values reflects in her work, bringing a unique perspective and depth to our marketing strategies.