Image of Vista Financial Logo

VISTA FINANCIAL GROUP

Firm of the Year Finalist

Recognised as a finalist in the 2024 Count National Conference Awards Program, Vista Financial Group stands as a beacon of innovation and commitment in the financial sector.
‍
Their core values revolve around integrity, expertise, and personalised service. Utilising cutting-edge technology and tailored strategies, they've transformed numerous financial journeys.
‍
Vista Financial Group's dedication to staying ahead, embracing innovation, and empowering clients sets them apart. Their recognition among finalists is a testament to their unwavering pursuit of excellence.

As they redefine financial success, Vista Financial Group continues to inspire, setting new industry standards while prioritising trust and reliability for their clients' financial well-being.

Image of Tyson Roberts

TYSON ROBERTS

Leader of the Year Finalist

Amidst the distinguished finalists for the Leader of the Year award at the 2024 Count National Conference Awards Program stands Tyson Roberts, a trailblazer in leadership.

Tyson's journey to this nomination speaks volumes about his visionary leadership. He champions innovation, fosters collaboration, and empowers his team, creating an environment where success thrives.

His adaptability and strategic vision set a high standard for leadership excellence. This nomination celebrates Tyson's commitment to fostering growth and excellence within his team and the industry at large.

Tyson Roberts stands as an inspiration, showcasing the transformative impact of visionary leadership. His recognition as a finalist reaffirms his dedication to shaping tomorrow's landscape through innovation and empowerment.

Image of Jason Chew

JASON CHEW

Adviser of the Year Finalist

Jason Chew's nomination as a finalist for the Adviser of the Year award at the 2024 Count National Conference Awards Program recognises his exceptional work in financial advisory. Known for his personalised approach and commitment to his clients' financial goals, Jason stands out for his expertise and dedication. His proactive use of innovative strategies reflects his commitment to staying at the forefront of the industry. This nomination celebrates not only his achievements but also his dedication to setting high standards in financial advisory services.

Image of Chris Carlin

CHRIS CARLIN

50 Most Influential Advisers 2023

In the realm of advisory excellence, Chris Carlin shines brightly as one of the distinguished finalists on the coveted "50 Most Influential Advisers 2023" list. With an impressive track record of astute financial guidance and a commitment to client success, Chris has emerged as a beacon of expertise in the advisory world. His innovative strategies and unwavering dedication to delivering value have earned him a well-deserved place among the industry's most influential figures. Chris Carlin's presence as a finalist not only underscores his significant impact on the advisory landscape but also serves as an inspiration for aspiring professionals aiming to make a meaningful difference in their clients' financial journeys.

Image of Patrick Chipp

PATRICK CHIPP

50 Most Influential Advisers 2023

Patrick Chipp has earned a well-deserved spot among the finalists on the prestigious "50 Most Influential Advisers 2023" list. His exceptional expertise and unwavering dedication to his profession have propelled him to the forefront of the advisory world. Patrick's ability to provide insightful guidance and innovative solutions has left an indelible mark on the industry, earning him recognition as a true thought leader and influencer. As a finalist, Patrick Chipp's contributions to the field have not only transformed the lives of his clients but have also set a remarkable standard for excellence in the advisory profession.

Image of Tyson Roberts receiving the Affinia Practice of the Year 2024 Award

VISTA FINANCIAL GROUP

Affinia Practice of the Year 2023

In the dynamic landscape of financial advisory services, Vista Financial Group has ascended to new heights by claiming the distinguished title of Affinia Adviser of the Year 2023. This accolade, received by Tyson Roberts, is a testament to the unwavering commitment, expertise, and client-focused approach that define this remarkable advisory firm.


Vista Financial Group, under the leadership of Tyson Roberts, has consistently demonstrated a profound understanding of the intricacies of financial planning and an unparalleled dedication to its clients' financial well-being. Their journey to becoming the Affinia Adviser of the Year 2023 stands as a testament to the group's tireless efforts to provide tailored financial solutions that transcend expectations.

As the Affinia Adviser of the Year 2023, Vista Financial Group has set a benchmark for excellence that resonates far beyond its walls. Their dedication to their clients' financial success, their commitment to continuous learning, and their genuine passion for making a positive impact have solidified their status as a true industry leader.
Image of Jason Chew

JASON CHEW

Affinia Adviser of the Year 2023 Finalist

In the ever-evolving landscape of financial advisory, Jason Chew has emerged as a beacon of excellence, earning his well-deserved place as a finalist for the prestigious Affinia Adviser of the Year 2023 award. This recognition comes as no surprise to those who have witnessed his unwavering dedication and commitment to his clients' financial well-being.


With a career trajectory that reads like a success story, Jason Chew's journey into financial advisory began with a passion for helping individuals navigate their financial complexities. Armed with a deep understanding of financial markets and an empathetic approach to his clients' needs, Jason has consistently demonstrated his ability to provide personalized strategies that align with his clients' unique goals and aspirations.

As Jason Chew stands on the brink of potentially claiming the Affinia Adviser of the Year 2023 title, he remains humble and focused on the individuals and families who have placed their trust in his guidance. Win or lose, his journey is a testament to the power of dedication, expertise, and a genuine commitment to making a positive impact in the lives of his clients.

Image of Tyson Roberts

TYSON ROBERTS

Rising Star 2020

The year 2020 marked a significant change for Vista Financial Group as they transitioned to the Affinia Financial Advisers network. Amid this change, Tyson's exceptional aptitude as a new adviser in the Affinia Financial Advisers network led him to secure the esteemed Rising Star Award recognising his outstanding contribution to clients and future prospects within the financial advice profession.


"At Vista, our commitment is to empower clients to take actionable steps to leverage strategies to ensure they work toward and achieve their financial objectives.” –Tyson Roberts

Image of Chris Carlin

CHRIS CARLIN

50 Most Influential Advisers 2020

Chris was recognised as one of the top 50 most influential advisers in Australia by Financial Standard.

The purpose of the guide is to raise awareness, in the eyes of the Australian public and the advice industry itself, for the advisers who are playing a key role in shaping the future of financial advice.

“Some are influencing the advice industry, be it through regulatory bodies or peer groups, others are influencing the delivery of advice and the client experience through technology and innovative business models. And others are leveraging their role as an adviser to make a meaningful difference in their community or communities abroad,” Financial Standard editor Jamie Williamson said.

Image of Chris Carlin

CHRIS CARLIN

AFA Rising Star of the Year 2019

The AFA Rising Star of the Year Award recognises new advisers (who have practiced for four years or less) who provide quality advice, demonstrate a commitment to education and contribute to the industry and their community.

AFA CEO, Philip Kewin said, “Chris shone amongst his peers for his commitment to personal growth and unique and engaging approach to educating and empowering clients. Chris sees challenges as opportunities and is a terrific role model for the future of financial advice.”

Congratulations Chris!

Image of Chris Carlin

CHRIS CARLIN

Infocus Rising Star of the Year 2019

The Infocus Rising Star Of The Year recognises a standout newcomer to the financial advice profession.

Infocus CEO, Darren Steinhart said, “Chris is an incredibly positive individual who has developed an excellent online presence on Facebook and Linked In. His proactive marketing, diversification of services and professionalism stands him in good company and for success in the future.  This award can now go hand in hand with his AFA award which was in itself a great achievement.”

Natasha Profile Photo

Johndan Ramas

Lending Assistant

Johndan, or "Dan," is a dedicated team member who plays a crucial role in providing excellent service to clients. His primary responsibilities include data collection, conducting research, comparing products, and analysing data to ensure quality before submitting it to lenders.

Outside of work, his interest in music and arts suggests a creative side, while his passion for business and science may indicate a strong analytical and curious mind.

Additionally, Dan has a love for motorcycles and online games. It’s his way of unwinding and enjoying leisure time. His enthusiasm and energy, along with his positive outlook on life, make him a pleasant presence to be around and likely a valuable team member.

Image of Natasha Warnakula

Natasha Warnakula

Client Services

Natasha is passionate about all analytical things and is the happiest when lending a helping hand to others. She holds a degree in Economics and Management from LSE and currently completing her MBA. She enjoys immersing herself in new ideas and ways of thinking. She enjoys traveling and exploring new cultures and places fascinated by the spiritual realities of the universe. She spends her free time reading and watching movies and loves to spend time with family and friends.

Image of Penny Giofkou

Penny Giofkou

Executive Assistant

Penny is married with three teenage kids; she is a local and has grown up in the bayside area. On weekends, you will find Penny enjoying a cappuccino and watching her kids play soccer all over Melbourne!

She loves to travel to warm places and the beach is most definitely her happy place. Penny has over 20 years' experience in the Financial Services industry primarily in workplace Training and Client Services.

Image of Nathan Maquiling

NATHAN MAQUILING

Paraplanner

Nathan or known fondly as "Maki," is our exceptional paraplanner. A true Xplan enthusiast, he takes delight in streamlining advice generation and boosting efficiency. Nathan's tech background enables him to offer creative solutions that make his and his team's work more effective.

Beyond his financial prowess, Nathan has a mouthwatering talent – he's a certified foodie! He loves exploring new recipes and cooking up delicious dishes, which he happily shares with his partner and adorable one-year-old son.

Image of Daisy Macua

Daisy MacuA

Paraplanner

Daisy, a paraplanner, is driven by a passion for financial analysis and planning. With a dedication to assisting her team, Daisy strives to provide tailored solutions and strategies that empower clients to achieve their financial aspirations. She firmly believes that effective financial planning transcends mere numbers; it necessitates a deep comprehension of the individuals driving those goals. Her enthusiasm to contribute to her team's triumphs and her commitment to continuous learning underscore her journey in the realm of financial planning.

A devotee of Korean POP music and an avid animal lover, especially of dogs, she finds solace in both music and the embrace of nature. When seeking respite from the demands of work, Daisy treasures moments with her loved ones and indulges in the pleasures of delectable cuisine.

Image of Mary Decena

Mary Decena

Paraplanner

Mary is our Senior Paraplanner and does most of our research, analysis, and documentation, to ensure that all of our members get the best outcome for their situation. She has over 7 years of experience in paraplanning and has a Diploma in Financial Planning.

In her spare time, she likes spending time at the beach with her family and friends. She also loves mountain climbing and hiking during the weekends. 

Image of Lyzza Toledo

LYZZA TOLEDO

Client Services

Lyzza works hand in hand with the team to ensure clients enjoy a seamless and tailored experience. In addition to providing administrative and creative support to advisers, she assists in strategy development by collecting data, conducting market research, and analysing client needs.

Outside her professional role, she is a cat mum to two charmingly plump felines, da Vinci and van Gogh. This homebody spends her free time enjoying art, music, journaling, and embracing all things cozy. A perfect weekend for her would be a rain-kissed afternoon spent cocooned with her drawing tablet and a hearty bowl of instant ramen.

Image of Mara De Leon

MARA DE LEON

Client Services

Mara is our client services manager who has over 6 years of experience in helping clients transition from where they are today to where they aim to be. She provides personalised support which gives clients a wholesome experience when implementing these big changes in their lives.

Outside of work, she loves spending time with her family. Fun fact: She has an identical twin, Shana! She also loves going to the beach, catching up on some Netflix, playing Mahjong, or watching lots of sports – from the NBA, Olympics, Tennis – you name it!

Image of Retchie Camporedondo

RetchIE Camporedondo

Client Service Associate

Retchie is one of our Client Service Associates and plays a vital role by assisting with data entry and document preparation to assist our financial advisers. He is Married with two kids, a versatile individual with a strong passion for fishing and camping, finding solace outdoors with his wife, Maesheal, and two kids, Kadmiel and Kristoff. With 8 years in the BPO industry and a degree in Information Technology, he excels in delivering service and navigating the digital landscape.

Outside of work, Retchie creatively expresses himself through video blogging, blending storytelling with tech skills. He's drawn to fishing, camping, technology, and video creation, all of which inspire growth, innovation, and a deep appreciation for life's beauty.

Mari Profile Photo

DONNA LEPON

Client Service Associate

Donna is one of our Client Service Associates. She is known for her resourcefulness and goal-oriented approach. She provides top-notch client service with a focused mindset, navigating challenges with innovative solutions. 

Outside of work, Donna enjoys being a fur-mom and finds solace in activities such as cooking, sewing, and spending quality time with loved ones, showcasing her diverse interests and commitment to excellence in both her personal and professional life.

Image of Chris Tibon

CHRIS TIBON

Client Service Associate

Chris collaborates closely with the team to support financial advisers with administrative tasks. With over a decade of experience in client support and team management in the BPO industry, she excels in delivering top-notch service to ensure client satisfaction, and strengthen client relationships.

Beyond her professional responsibilities, Chris cherishes her time with her son and partner. She's also a devoted pet parent, caring for four dogs, koi fishes, and love birds. She enjoys her morning walks, traveling, and visiting the beach to rejuvenate and maintain her well-being

Image of Mari Arnejo

Mari Arnejo

Client Service Associate

With half a decade immersed in the dynamic realm of Service Asset and Configuration Management, Mari has cultivated a profound expertise that now guides her toward an exciting new chapter. Embarking on a voyage in the financial industry as a Client Service Manager, she is eagerly poised to infuse her skill set into this fresh arena. Beyond the professional sphere, her heart finds its joy in the companionship of two beloved dogs (Loki and Sky) and a family who graces her weekends. This balance between the demands of her career and the pleasures of her personal life enriches Mari's journey. As she embraces this new challenge, she is excited for the uncharted path ahead, blending experience and fresh insights to serve clients passionately.

Image of Emma Lee

EMMA LEE

General Manager

With over a decade of experience in client services and training, Emma supports our vibrant team by working on business projects to drive efficiency, and productivity and boost team and client happiness. She is a dynamic and forward-thinking leader with a knack for innovation. Emma's
passion for cultivating a positive culture shines as she works closely with the team, providing them with coaching support and creative solutions.

When she steps away from work, Emma feeds her curiosity by traveling and immersing herself in diverse cultures with her husband Barry, and son Zeek. She also enjoys curling up with a good book and loves a good trivia game. Whether it's through drawing, makeup artistry, or sewing, she fuels her passion for her craft and expresses herself with boundless creativity.

Image of Annie McNaughton

ANNIE MCNAUGHTON

Client Services

Annie McNaughton brings over 15 years of client service experience in the Financial Planning industry to her role as Client Service Manager at Vista Financial Group. Known for her meticulous attention to detail and strong relationship-building skills, Annie is passionate about delivering exceptional service. She is dedicated to supporting Vista's Financial Advisers to help clients achieve their financial goals.

With a background in banking and extensive experience in financial planning, she is committed to addressing the team's needs. Annie's dedication and expertise make her a valuable asset to the Vista Financial Group. In her spare time, she enjoys reading biographies, watching the Geelong Cats play, body-boarding, walking, and dining out at nice restaurants.

Image of Mary Stuart

MARY STUART

Client Services

Joining Bruce Edmunds & Associates Chartered Accountants in July 2019, Mary brings a wealth of experience from diverse financial roles held in both Melbourne and the USA.

Now a valued member of BEA Financial, Mary is committed to delivering personalized service, going the extra mile for every client she assists.

Image of Naidene Williams

NaIDENE WILLIAMS

Client Services

Naidene ensures a consistent delivery of approachable and efficient service to all clients, irrespective of their needs' scope. Her commitment to providing personalised attention creates a comfortable environment, encouraging clients to confidently seek individualised support.

Joining the team Bruce Edmunds and Associates Chartered Accountants in August 2007 following a return to the workforce post a family break, Naidene brings over a decade of experience in providing administrative support to executive management. At BEA Financial, her pivotal role within the Financial Planning team empowers them to fully focus on addressing the varied and evolving needs of our esteemed clients

Image of Wes Howell

WES HOWELL

Paraplanner

Wes brings over two decades of experience in financial planning, as both a financial adviser and paraplanner, having worked in the industry since early 2001. He works with our advisers to develop well-suited strategies and personalised plans to enable our clients to achieve their goals.

In his free time Wes has a keen interest in all sports, particularly AFL football and cricket.

Image of Andrea Kim Mercado

Andrea Mercado

Marketing Manager

Andrea is an adept Marketing Manager specialising in graphic design and video editing. Her role fuels her passion for creative expression, translating brand messages into captivating visuals that engage audiences and drive traffic. With a background in Communication and Advertising, Andrea's artistic inclination shines through her work in Marketing and Graphic Design. She brings brand stories to life as a skilled video editor and seeks growth through online courses.

Beyond work, Andrea enjoys sketching, painting, computer games, and sports like badminton and basketball.

image of Kerrie McMahon

Kerrie Mcmahon

Head of Administration

Kerrie McMahon is a dedicated and accomplished Client Service Manager at Vista Financial Group. With her unwavering commitment to excellence, Kerrie plays a pivotal role in fostering strong client relationships and ensuring their financial needs are met with utmost care and precision. Her adept communication skills and in-depth knowledge of financial services allow her to seamlessly connect with clients, addressing their concerns and providing tailored solutions. Kerrie's proactive approach and keen attention to detail contribute to the overall success of Vista Financial Group, making her an invaluable asset to the team. Her passion for delivering exceptional client experiences and her ability to navigate complex financial landscapes make Kerrie a standout professional in the industry.

image of Josh Pearce

Josh Pearce

Senior Advice Manager

Josh is our Senior Advice Manager who has an extensive history in financial advice. Working closely with our advisers as the senior paraplanner, he also provides guidance and support to the paraplanning and administration team to enhance our delivery of quality advice.

Josh enjoys spending his spare time traveling with his wife, Ashlea, and young daughter, Scarlett. Finding the best coffee, places to eat and kids’ activities are always a priority! He’s a huge sports fan following the AFL and various US Sports.

Image of Shane Moloney
Lending logo in dark gray colour

MATT DAMOS

Mortgage Broker

Matt is a seasoned professional with over 30 years of experience in the Banking and Finance industry. Throughout his extensive career, Matt has held a diverse array of roles, showcasing his versatility and expertise. His professional journey includes significant positions in Business and Commercial Banking, Credit, Strategic Management, and most recently, Private Banking.

In each of these roles, Matt has consistently demonstrated a strong commitment to excellence and a deep understanding of the financial landscape. His broad skill set and strategic acumen have enabled him to navigate complex financial scenarios and deliver innovative solutions.

Image of Shane Moloney
Lending logo in dark gray colour

Shane Moloney

Mortgage Broker | Head of Lending

Shane is married with three kids and lives on the Bellarine Peninsula. On most weekends, you will find Shane busy fishing and having camping adventures with the family or spending time in the garden. Shane has been employed in the finance industry for over 25 years and has spent the last 15 years in the mortgage industry in Australia.

Image of Aimee Taylor
Personal Protection logo in dark gray colourWealth Accumulation logo in dark gray colourRetirement Planning logo in dark gray colour

AIMEE TAYLOR

Financial Adviser

Aimee is a passionate and motivated holistic financial advisor who has a primary focus on developing long-term relationships built on trust. She collaborates closely with her clients to understand their needs, concerns and aspirations. By providing ongoing education, support and guidance, Aimee empowers her clients to make informed financial decisions and to take control of their financial futures.

With over a decade of experience in the financial services industry, Aimee has a special interest in Self-Managed Super Funds (SMSFs), pre-retirement planning, and risk insurance strategies. She is dedicated to helping her clients protect and grow their assets through comprehensive financial planning.

Image of Sonia Dallimore
Aged Care Financial Planning logo in dark gray colourRetirement Planning logo in dark gray colour

SONIA MEZENTSEFF

Financial Adviser | Aged Care Specialist

Sonia is a highly valued and dedicated member of the Vista Financial Group team, having served with the company for the past ten years. With an impressive 24 years of experience as a financial planner, Sonia brings a wealth of expertise and knowledge to her role. Her commitment to her
clients and her deep understanding of their unique financial needs have
earned her a strong reputation in the industry.

Specialising in providing advice to individuals approaching retirement, retirees, and those entering or residing in residential aged care, Sonia possesses a unique skill set that combines technical expertise with empathy and compassion. With her extensive experience and dedication, Sonia has helped numerous individuals and families achieve financial security and peace of mind as they enter this important phase of their lives.

Image of Chris Carlin
Personal Protection logo in dark gray colourWealth Accumulation logo in dark gray colourRetirement Planning logo in dark gray colour

CHRIS CARLIN

Financial Adviser

Chris is a highly respected and accomplished professional in the financial industry, known for his expertise in assisting millennials and his dedication to helping clients achieve financial success. With a background in serving millennial nurses and midwives, Chris understands the unique financial challenges and opportunities that this demographic faces. His deep knowledge of the industry and his firsthand experience, being married to a pediatric nurse, have allowed him to develop tailored strategies that address the specific needs of healthcare professionals.

Recognising the importance of home buying, superannuation, protection planning, and investments for millennials, Chris has helped clients navigate these crucial milestones with confidence. His expertise and guidance have enabled many millennials to achieve their financial goals, retire earlier, and build a solid foundation for their future.

Image of Kate Borch
Aged Care Financial Planning logo in dark gray colourWealth Accumulation logo in dark gray colourRetirement Planning logo in dark gray colour

KATE BORCH

Financial Adviser

Meet Kate Borch, a seasoned professional with over 25 years in the accounting and finance sector. As a qualified Accountant with a Masters in Financial Planning, Kate specialises in Self-Managed Super Funds (SMSFs) along with Wealth Creation, Retirement Planning, and Aged Care Advice. After 15 years in accounting, she transitioned to financial planning, gaining a broader perspective on client needs and building lasting relationships.
‍
As a financial planner, Kate helps clients identify their goals and create pathways to achieve them. She prides herself on being a trusted adviser and constant resource. Balancing her career and family life, Kate lives by the motto “Work Smarter, Not Harder,” successfully managing full-time work and raising four children without missing important family moments.

Patrick Profile Picture

PATRICK CHIPP

Financial Adviser | Head of Education

Patrick is a highly motivated and enthusiastic professional who is deeply committed to finance and helping clients achieve their financial goals. As a local who has grown up in the bayside area, Patrick has a deep understanding of the community and the unique financial challenges that residents face. He has a proven track record of success in helping clients accumulate and grow their wealth. In his free time, Patrick enjoys sailing, camping, and playing basketball, in addition to staying up-to-date on all things finance.

Image of Jason Chew
Personal Protection logo in dark gray colourWealth Accumulation logo in dark gray colourRetirement Planning logo in dark gray colour

ASHLEY SMITH

Financial Adviser

Ashley is an experienced financial planner who has been working in the advice industry since 2016. As a father of a young family, he values spending quality time with them and understands the importance of financial stability. He works with clients from all stages of life and is passionate about providing practical advice that empowers them to meet their goals. By creating personalised strategies that enhance their financial wellbeing, Ashley enables his clients to lead their best lives.

Image of Jason Chew
Personal Protection logo in dark gray colourWealth Accumulation logo in dark gray colourRetirement Planning logo in dark gray colour

JASON CHEW

Financial Adviser | Head of Advice

Jason is a prominent figure in the financial planning industry, bringing a wealth of experience and expertise to the financial industry. With over a decade of dedicated service, Jason has played a pivotal role in helping families achieve financial success and lead balanced lifestyles.

Jason's commitment to client success and his holistic approach to wealth management make him a trusted partner in achieving financial independence and security. He is known for his deep understanding of individual needs, allowing him to craft tailored solutions that align with client’s unique circumstances and aspirations. He has established a strong reputation for his market-leading services, which empower clients to make informed decisions, plan for the future, and enjoy life today.

Image of Tyson Roberts
Personal Protection logo in dark gray colourWealth Accumulation logo in dark gray colourRetirement Planning logo in dark gray colour

TYSON ROBERTS

Financial Adviser | Managing Director

Tyson joined Vista Financial Group in 2018, bringing with him a wealth of experience gained from successful management roles in industry-leading corporations. With a solid background in the financial advice industry, Tyson is a professional who consistently delivers expert financial advice and solutions to his clients.

With a deep understanding of investment and wealth creation strategies, Tyson guides Vista's clients toward their financial goals with confidence. His extensive knowledge and expertise in strategy and investments make him particularly sought after by high-income earners and high-net-worth families. In addition, in his role as Managing Director of Vista Financial Group, Tyson actively leads the business in delivering exceptional service to clients.

03 9598 8002
| BEAUMARIS |
GEELONG
| COLAC
CLIENT PORTAL
MAKE A BOOKING
Hero Image of man standing on water bridge

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
Mortgage Broker
Head of Lending
Lending logo in white colour
Image of Shane Moloney
MATT DAMOS
Mortgage Broker

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
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
Read More
Leader of the Year Finalist
TYSON ROBERTS
Leader of the Year Finalist
Read More
Adviser of the Year Finalist
JASON CHEW
Adviser of the Year Finalist
Read More
VISTA FINANCIAL GROUP
Affinia Practice of the Year 2023
Read More
JASON CHEW
Affinia Adviser of the Year 2023 Finalist
Read More
TYSON ROBERTS
Rising Star 2020
Read More
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

client's image

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

client's image

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

client's image

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

client's image

B

Nothing to suggest as your service and advice is 100%







‍

Brian L

client's image

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

client's image

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

client's image

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

client's image

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

client's image

R

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


‍

Reece

client's image

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

client's image

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

More

SUBSCRIBE TO OUR NEWSLETTER

Stay in the know with the latest updates, insights, and exclusive content delivered straight to your inbox.

First Name imageLast name logoEmail Address logo
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Follow Us On

Vista Financial Group

Vista brand logoMaster Your Money Now Brand Logo

6-8 Keys Street
Beaumaris VIC 3193
03 9598 8002
‍
3/16 James Street
Geelong VIC 3220

Shop 9/58 Hesse Street
Colac VIC 325003 4223 8040
‍
PO Box 7187
Beaumaris VIC 3193

hello@vistafinancial.com.au
www.vistafinancial.com.au

About US
Who We AreOur TeamAwards And RecognitionTestimonialsOur OfficesMake A Booking
Services
Wealth AccumulationPersonal ProtectionRetirement PlanningAged CareLending
Education
eBooksWebinarsNews And BlogsCalculators
LEGAL
Financial Services And Credit GuideGeneral Advice DisclosureSecurity And PrivacyTerms And Conditions

Our advisers are Authorised Representatives of Count Financial Limited (ABN 13 085 335 397, AFSL 227232)
‍
© Copyright 2023 Vista Financial Group Pty Ltd

Disclaimer |
Complaints |
FSG/Privacy Policy |
Terms of Use