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| BEAUMARIS |
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| COLAC
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WHO WE ARE

Vista Financial Group brand logo in black ColourMaster Your Money Now Brand LogoOrange Wealth Brand logo in dark blue colour

Welcome to Vista Financial Group, where our mission is to ensure more Australians achieve their financial future. Located in the idyllic suburb of Beaumaris, in the heart of Geelong, and now also in Colac, we specialise in providing comprehensive financial solutions tailored to the needs of individuals and families at all stages of life. With our blend of expertise, experience, and personalised service, we are dedicated to helping you achieve financial independence and peace of mind.

At Vista Financial Group, we understand that each individual's financial journey is distinct. Whether you are nearing retirement or looking to buy your first home, our team of seasoned financial advisers and mortgage brokers are here to guide you every step of the way. With a deep understanding of the needs of everyday Australians, we offer expert insights and strategies designed to maximise your wealth and safeguard your future.

For retirees, our focus lies in preserving and growing the wealth you have diligently accumulated over the years. Our retirement planning services encompass a holistic approach that takes into account your lifestyle aspirations, legacy planning, and risk management. By carefully analysing your financial situation, we craft tailored solutions that optimise your retirement income, maximises your Centrelink entitlements, create tax-effective investment strategies, and provide a stable foundation for your post-work years.

To millennials, we offer a fresh perspective on financial planning. We recognise the unique challenges you face, from buying your first home, understanding your super, protecting your loved ones, and starting to invest so you can retire earlier and with more. Our goal is to empower you with the knowledge and tools necessary to build a solid financial foundation. Whether you seek assistance with budgeting, debt management, or investment strategies, our team is committed to equipping you with the skills to make informed decisions and thrive financially.

At Vista Financial Group, we prioritise your financial well-being above all else. We foster strong relationships built on trust, integrity, and open communication. Our approachable team of advisers and support staff ensures that complex financial concepts are explained in everyday language, empowering you to understand and actively participate in your financial journey.

Discover the freedom that comes from professional financial guidance. Contact Vista Financial Group today, and let us help you to achieve your tomorrow.

OUR TEAM

Image of Tyson Roberts
TYSON ROBERTS
Financial Adviser
Managing Director
Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Jason Chew
Jason Chew
Financial Adviser
Head of Advice
Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Kate Borch
KATE BORCH
Financial Adviser
Aged Care Financial Planning logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Sonia Dallimore
SONIA MEZENTSEFF
Financial Adviser
Aged Care Specialist
Aged Care Financial Planning logo in white colourRetirement Planning logo in white colour
Image of Aimee Taylor
AIMEE TAYLOR
Financial Adviser
Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Patrick Chipp
Ashley smith
Financial Adviser
Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Chris Carlin
CHRIS CARLIN
Financial Adviser

Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Shane Moloney
SHANE MOLONEY
Lending Specialist
Head of Lending
Lending logo in white colour
Image of Shane Moloney
MATT DAMOS
Lending Specialist
Lending logo in white colour
Image of Josh Pearce
JOSH PEARCE
Senior Advice Manager
Image of Penny Giofkou
PENNY GIOFKOU
Executive Assistant
Image of Kerrie McMahon
KERRIE MCMAHON
Head of Administration
Image of Emma Lee
EMMA LEE
General Manager
Image of Andrea Kim Mercado
ANDREA MERCADO
Marketing Manager
Image of Wes Howell
WES HOWELL
Paraplanner
Image of Mary Decena
MARY DECENA
Paraplanner
Image of Daisy Macua
DAISY MACUA
Paraplanner
Image of Nathan Maquiling
NATHAN MAQUILING
Paraplanner
Image of Mara De Leon
Mara de leon
Client Services
Image of Natasha Warnakula
Natasha Warnakula
Client Services
Image of Naidene Williams
NAIDENE WILLIAMS
Client Services
Image of Lyzza Toleda
LYZZA TOLEDO
Client Services
Image of Retchie Camporedondo
RETCHIe CAMPOREDONDO
Client Services
Image of Mary Stuart
MARY STUART
Client Services
Image of Annie McNaughton
ANNIE MCNAUGHTON
Client Services
Image of Chris Tibon
CHRIS TIBON
Client Services
Image of Chris Tibon
OLIVER Co Del Mar
Client Services
Mari Arnejo Profile Photo
DONNA LEPON
Client Service Associate

AWARDS AND RECOGNITIONS

Firm of the Year 2024
VISTA FINANCIAL GROUP
Firm of the Year 2024
Leader of the Year Finalist
TYSON ROBERTS
Leader of the Year Finalist
Adviser of the Year Finalist
JASON CHEW
Adviser of the Year Finalist
VISTA FINANCIAL GROUP
Affinia Practice of the Year 2023
JASON CHEW
Affinia Adviser of the Year 2023 Finalist
TYSON ROBERTS
Rising Star 2020
Practice of the year award

VISTA FINANCIAL GROUP
Firm of the Year
Finalist

Practice of the year award

TYSON ROBERTS
Leader of the Year
Finalist

Practice of the year award

JASON CHEW
Adviser of the Year
Finalist

Practice of the year award

CHRIS CARLIN
50 Most Influential Advisers
2023 Finalist

Practice of the year award

PATRICK CHIPP
50 Most Influential Advisers
2023 Finalist

Practice of the year award

VISTA Financial Group
Affinia Practice of the Year
2023

JASON CHEW
‍‍
Affinia Adviser of the Year
2023 Finalist

AFA Rising Star Award

TYSON ROBERTS
Rising Star
2020

INFOCUS Rising Star Award

CHRIS CARLIN
50 Most Influential Advisers
2020

50 Most Influencial Advisors

CHRIS CARLIN
AFA Rising Star of the Year
2019

Infocus rising star award 2019 logo

CHRIS CARLIN
INFOCUS Rising Star of the Year
2019

TESTIMONIALS

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P

After just 1 meeting we felt Kate demonstrated the qualities we were looking for; knowledge, integrity and trust. In what has been a difficult time for us personally, Kate has mapped out a plan, set achievable goals and already significantly improved our financial future. We would happily recommend Kate and her partners to anyone wishing to review their financial futures.

Peter & Linda

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S

Happy with everything, no doubt & would be more than happy to recommend to friends and anyone else looking to get their finances in order and structured towards future stability.



Steve H

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D

I'm not sure how it could be made any better!  They have people in place to take care of your every need, doing all the work that I wouldn't have the time & knowledge to do effectively. Super responsive and a pleasure to deal with. The support we've received from Jason, Emma, & Mara has been first-rate, I cannot speak highly enough of them and their company.

Dean B

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G

All we can do is sing your praises, as you've diligently looked after us in a very personal, yet professional way since 2016.  Your knowledge of Retirement strategies, openness to a variety of products available out there in the Industry, and tailoring them to our needs, has been superb.  I can highly recommend others to your services.  Keep up the great work!

Gary P

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B

Nothing to suggest as your service and advice is 100%







Brian L

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M

Continue to be enthusiastic and responsive. There will always be issues, the odd error, complicated scenarios to work through - the key is in how to respond to those when they happen.



Matthews J

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L

We switched to Orange Wealth in late 2020 as we were utterly disappointed with our current advisors. Jason and the team are like a breath of fresh air; proactive, organised and always on the front foot to communicate/update us on where things are at the exact opposite of what we were used to. We look forward to working with them for many years to come!

Lauren & Chad

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H

I highly recommend engaging with Patrick as your financial advisor. He has seamlessly helped me with my investment strategy and mortgages, offering tailored advice and ensuring I understood everything along the way. He explains everything clearly, and genuinely cares about your financial goals. I highly recommend his expertise!

Hannah W

P

I'm writing to share my experience with Vista Financial Group. Recently, Sonia Mezentseff has done all the leg work to successfully transition me to a Government and self-funded pension. Her knowledge and expertise guided us through the maze of red tape and bureaucracy.

Peter O

B

Tyson and his team have been looking after our affairs for many years. I have always found the experience to be extremely professional. The Vista team are really knowledgeable and are fantastic to deal with.  I know that I can be confident in the advice they are providing.

Brendon S

B

We couldn't recommend Jason, Michael and the team at Orange Wealth highly enough. Super professional, knowledgeable, responsive and authentic. Most importantly, we feel that they are right by our side on every step of our family's financial journey.

Ben S

L

Highly recommend Vista ,Tyson’s professionalism and experience is outstanding, his advice on our financial matters are always on point, and cares about our financial situation for our future.


Lily P

C

I completely trust and value the advice Orange Wealth has provided to my partner and I. We have been able to achieve our own personal goals with their help. The service they offer is professional, friendly and outstanding.  They have helped us set up our future.

Claire B

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D

After many years looking after my superannuation, the team at Vista Financial headed up by Tyson, are also providing advice and strategies to manage all our finances.  We can now relax and be 100% confident that they are looking after our financials. Could not be happier with the timely support and assistance.

Daniel S

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R

Fantastic service!! Super insightful Patrick was especially helpful - he provided a very thorough analysis on current market conditions. Highly recommend



Reece

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I

Sonia bit into our aged care problem/assignment with gusto. She knew what she was talking about and she was prompt. It leaves one thinking as to how complex the aged care system is and how could you tackle it without Sonia's professional advice.

Ian H

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Q

This was my first time using a financial planner and found Patrick to be super helpful. Gave me superannuation advice in clear and easy to understand language. Highly recommend and hope to be back again for a visit soon!



Quincy A

A

Shane was our mortgage broker when we purchased our first home. He’s been so good finding us the bank that suits us, always keeping us in touch on how the mortgage application was progressing. The post-purchase following up was also amazing. We highly recommend his service!

Anne L

N

We have been with Jason and Orange Wealth for nearly 2 years , he has worked so well with us and has turned our financial situation around completely. He is there for us whenever we need and I wouldn't trust my finances with anyone else

Nicole D

B

Patrick provided a very thorough analysis on current market conditions and assisted in tailoring an investment strategy that suited my own personal goals. Highly recommend his services



Brantley

G

Vista Financial Group have provided financial strategies that assisted in diversifying my finances beyond just holding investment properties. I have found Tyson to be trustworthy, is always willing to listen and work through my financial situation and challenges.

Gary B

V

Sought advice from Patrick to set up an investment portfolio. He is helpful, attentive and diligent.





Vivien W

R

Very happy with Chris and the advice he is happy to give in a pinch. Nothing is ever too hard and he’s always happy to field my random financial questions. Plus his depth of knowledge is simply outstanding.


Raigan H

J

Chris has been our financial advisor for 3 years now, he has set us up for a perfect retirement, we are now worry free. I couldn’t recommend Chris highly enough to anyone who needs a financial advisor who is down to earth, friendly and just a good guy. You seriously can’t go past Chris from Master Your Money.

Joshua R

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