VISTA FINANCIAL

Who we are

No matter what stage or where you are in life, if you wish to achieve financial independence and future quality of life, we will empower you with the tools and the knowledge to achieve this aim. Our Commitment is to take the time to understand your needs and lifestyle aspirations and work with you to deliver a clear, simple to understand, financial solution that helps you to get there.

Our Process

Vista Financial Group  provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients.The first step is to understand your goals, aspirations and current financial situation.This process involves an analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities. Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions.If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.

Our Team

Advice Team

Client Services & Administration

Affinia (our licensee)

Vista Financial Group is privately owned.  Our advisers are authorised to provide financial advice by Affinia Financial Advisers Limited, which is a wholly owned subsidiary of TAL Group of Companies (TAL).

More information on Affinia can be found here: https://www.affinia.com.au

Tyson Roberts

Vista Financial Group Pty Ltd (Rep No. 1278273) (ACN 624 573 039 / ABN 16 624 573 039) trading as Vista Financial Group has been appointed as a corporate authorised representative of Affinia Financial Advisers Limited (Affinia) AFSL No. 237857.  I have also been appointed as an authorised representative of Affinia to provide financial services on its behalf.

George Hlawaty & Joel Fyson

Brinleigh Pty. Limited (Rep No. 1278272) (ACN 006 509 780 / ABN 53 967 961 210) trading as Vista Financial Group has been appointed as a corporate authorised representative of Affinia Financial Advisers Limited (Affinia) AFSL No. 237857.  We have also been appointed as an authorised representatives of Affinia to provide financial services on its behalf.

Sonia Dallimore

Aged Care Financial Planning Services Pty Ltd (Rep No. 400775) (ACN 636 661 624 / ABN 47 636 661 624) trading as Vista Financial Group has been appointed as a corporate authorised representative of Affinia Financial Advisers Limited (Affinia) AFSL No. 237857.  I have also been appointed as an authorised representatives of Affinia to provide financial services on its behalf.

For more information, please refer to our Financial Services Guides located here: www.vistafinancial.com.au/financial-services-guide

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