About Vista Financial Group

Vista Financial Group

Who we are

Welcome to Vista Financial Group. With offices in Beaumaris, Melbourne CBD, Colac, and Launceston, our advisers and mortgage brokers offer expert guidance tailored to your life stage.

We support you through all stages of life. Specialising in helping families, business owners, pre and post retirees and elderly Australians. Take control of your finances, build and live the lifestyle you desire while futureproofing your position.

We emphasise delivering a personalised experience designed to achieve the outcomes that matter most to you. The value of the advice is enhanced through establishing long-term partnerships built on meaningful conversations and trust.

Our Team

At Vista Financial Group, our success is driven by the exceptional expertise and dedication of our team members. Allow us to introduce you our team.

Our Advice Team

Vista Financial Group

Tyson Roberts

Vista Financial Group

Jason Chew

Vista Financial Group

Kate Borch

Vista Financial Group

Sonia Mezentseff

Vista Financial Group

Paul Antos

Vista Financial Group

Nick Burke

Vista Financial Group

Aimee Taylor

Vista Financial Group

Ashley Smith

Vista Financial Group

Gavin Cao

Our Finance Specialist

Vista Financial Group

Tanya Seth

Vista Financial Group

Matt Damos

Our Operations Team

Vista Financial Group

Penny Giofkou

Vista Financial Group

Josh Pearce

Vista Financial Group

Emma Lee

Vista Financial Group

Mars Malingin

Our Client Services Team

Vista Financial Group

Kerrie McMahon

Vista Financial Group

Naidene Williams

Vista Financial Group

Annie McNaughton

Vista Financial Group

Retchie Camporedondo

Vista Financial Group

Chris Tibon

Vista Financial Group

Louise de la Cerna

Vista Financial Group

Di Brozek

Vista Financial Group

Kelly Lehmann

Vista Financial Group

Lani Black

Vista Financial Group

Tristan Borg

Vista Financial Group

Patrick Lukies

Vista Financial Group

Shay Williams

Vista Financial Group

Jen Pacres

Vista Financial Group

Brynne Mejares

Our Paraplanners

Vista Financial Group

Wes Howell

Vista Financial Group

Mary Decena

Vista Financial Group

Daisy Macua

Vista Financial Group

Nathan Maquiling

Vista Financial Group

Sarah Cozens

Vista Financial Group

Stacey Broadfoot

What awards has Vista Financial Group won?

Vista Financial Group and its advisers have been recognised in each of the last three years, under two different licensees. Vista won Practice of the Year at the Affinia Awards in 2023 and the Count Financial Firm of the Year Award in February 2024. Kate Borch was named Count Adviser of the Year in 2025.

What is the Practice of the Year 2023 award?

Vista Financial Group won Practice of the Year at the annual Affinia Awards in 2023. Affinia Financial Advisers was Vista's licensee at the time. Vista later moved to the Count Financial licence.

What is the Firm of the Year 2024 award?

Vista Financial Group won the Count Financial Firm of the Year Award in February 2024. Count Financial is the AFS licensee that authorises Vista's advisers.

Who won Adviser of the Year 2025?

Kate Borch won Count Adviser of the Year in 2025. Kate leads the Colac office, has more than 25 years in accounting and finance, and has provided financial advice since 2016. She holds a Master of Financial Planning and is an Accredited Aged Care Professional.

Why do awards matter when you choose a financial adviser?

An award is one signal, not a substitute for checking an adviser yourself. Before you engage any adviser in Australia, look them up on the ASIC Financial Advisers Register and read their Financial Services Guide. Both are free and take a few minutes.

Awards & Recognitions

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

Kate Borch

Advisor of the Year 2025

Vista Financial Group

Firm of the Year 2024

Vista Financial Group

Practice of the Year 2023

When was Vista Financial Group founded?

Founded in 2000 as Barry Neve & Associates and rebranded as Vista Financial Group in 2006, Vista Financial Group has grown into a diversified financial services business with more than 25 years of operating history.

Established by Barry Neve, the business expanded through organic growth during the early 2000s, laying the foundation for the modern Vista Financial Group.

How has Vista Financial Group grown since 2006?

Vista Financial Group has grown in three ways: organic growth, adviser development and the acquisition of established advice businesses. The sections below set out each stage in order.

What happened when Vista Financial Group was established in 2006?

In 2006, Vista Financial Group was formally established and continued to build its reputation as a leading advice business. During this period, long-serving advisers including Chris Carroll played an important role in the firm's growth and development.

Who is the Managing Director of Vista Financial Group?

In 2018, Tyson Roberts was appointed Managing Director, marking the beginning of a new phase of growth focused on adviser development, strategic acquisitions and geographic expansion.

Tyson Roberts is Authorised Representative number 001262501. He has worked in financial services since 2007 and has provided financial advice since 2018. He holds a Bachelor of Commerce (Accounting), a Master of Commerce (Finance) and a Diploma of Financial Services (Financial Planning).

Which businesses did Vista Financial Group acquire in 2023?

In 2023, Vista strengthened its position through the acquisitions of Master Your Money Now and Orange Wealth, broadening its reach and enhancing its capability to serve clients across multiple demographics and life stages. As part of the Orange Wealth transaction, Jason Chew joined Vista Financial Group as a Director of the group.

When did Vista Financial Group open its Colac office?

In 2024, Vista established its Colac office, led by award-winning adviser Kate Borch, extending the firm's presence into regional Victoria.

When did Vista Financial Group expand into Tasmania?

In 2025, Vista completed the acquisition of ALA Investment Advisers in Launceston, establishing a permanent presence in Tasmania and further expanding its national footprint.

What did Vista Financial Group acquire in 2026?

In 2026, Vista continued its growth strategy through the acquisition of Whyse Financial, further increasing the scale of the business and strengthening its position as one of Australia's leading independently owned advice firms.

What does Vista Financial Group look like today?

Today, Vista Financial Group operates from multiple locations across Australia and continues to evolve through a combination of organic growth, adviser development and strategic acquisitions, while remaining focused on delivering high-quality financial advice and client outcomes.

What are Vista Financial Group's key milestones?

Vista Financial Group has seven milestones across 25 years of trading.

  • 2000 Barry Neve & Associates established.
  • 2006 Vista Financial Group established.
  • 2018 Tyson Roberts appointed Managing Director.
  • 2023 Acquisition of Master Your Money Now and Orange Wealth; Jason Chew joins as Director.
  • 2024 Colac office established under the leadership of Kate Borch.
  • 2025 Acquisition of ALA Investment Advisers, establishing Vista's Launceston office.
  • 2026 Acquisition of Whyse Financial.

What qualifications do Vista Financial Group advisers hold?

All nine Vista Financial Group advisers are listed on the ASIC Financial Advisers Register and hold a Self Managed Superannuation Fund Specialist accreditation. Between them they hold two Masters of Financial Planning, a Master of Commerce, a Master of Business Administration, two CPA qualifications, a Chartered Financial Practitioner designation and two aged care accreditations.

Tyson Roberts

Authorised Representative 001262501. In financial services since 2007, advising since 2018. Bachelor of Commerce (Accounting), Master of Commerce (Finance), Diploma of Financial Services (Financial Planning), Listed Securities Specialist, SMSF Specialist.

Jason Chew

Authorised Representative 000343467. Advising since 2009. Advanced Diploma and Diploma of Financial Services (Financial Planning), Chartered Financial Practitioner (FChFP), Margin Lending Specialist, SMSF Specialist.

Kate Borch

Authorised Representative 001245893. More than 25 years in accounting and finance, advising since 2016. Bachelor of Commerce (Finance and Accounting), CPA Australia Program, Master of Financial Planning, Accredited Aged Care Professional, SMSF Specialist.

Sonia Mezentseff

Authorised Representative 000400775. In financial services since 1999, advising since 2011. Bachelor of Business (International Trade), Diploma of Financial Planning, Aged Care Specialist, SMSF Specialist.

Paul Antos

Authorised Representative 000305649. In financial services since 2000, advising since 2006. Bachelor of Arts (International Relations), Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Planning, Diploma of Financial Services (Mortgage and Finance Broking), SMSF Specialist.

Nick Burke

Authorised Representative 001001391. More than 25 years in financial services, advising since 2006. Bachelor of Commerce, Diploma and Advanced Diploma of Financial Services (Financial Planning), Margin Lending Specialist, SMSF Specialist.

Aimee Taylor

Authorised Representative 000472108. Advising since 2014. Diploma, Advanced Diploma and Graduate Diploma of Financial Planning, Margin Lending Specialist, SMSF Specialist.

Ashley Smith

Authorised Representative 001246327. Advising since 2016. Bachelor of Commerce, Diploma and Advanced Diploma of Financial Planning, SMSF Specialist.

Gavin Cao

Authorised Representative 001311780. In financial services since 2024, advising since 2026. Bachelor of Commerce (Accounting), CPA, Master of Business Administration, Graduate Diploma of Financial Planning, Master of Financial Planning, SMSF Specialist.

Where are Vista Financial Group's offices?

Vista Financial Group has four offices: Beaumaris, Melbourne CBD, Colac and Launceston. Each office has its own address and phone number.

Beaumaris

6-8 Keys Street, Beaumaris VIC 3193
03 9598 8002

Melbourne CBD

99 Queen Street, Melbourne VIC 3000
03 9598 8002

Colac

Shop 9/58 Hesse Street, Colac VIC 3250
03 5231 3429

Launceston

41 York Street, Launceston TAS 7250
03 6331 5555

Which Melbourne suburbs does Vista Financial Group serve?

The Beaumaris office serves bayside and south east Melbourne. Areas served include Beaumaris, Black Rock, Sandringham, Hampton, Brighton, Elwood, Mentone, Cheltenham, Highett, Bentleigh and Parkdale.

Is Vista Financial Group licensed to give financial advice in Australia?

Yes. Vista Financial Group advisers are Authorised Representatives of Count Financial Limited, ABN 19 001 974 625, AFS Licence number 227232. You can check any adviser, their licensee and their advice history on the ASIC Financial Advisers Register at moneysmart.gov.au.

Which entities does Vista Financial Group provide advice through?

Advice is provided through three corporate authorised representatives of Count Financial Limited:

  • Vista Financial Group Pty Ltd, ABN 16 624 573 039, ASIC ID 1278273. Beaumaris and Melbourne CBD.
  • Vista Financial Group West Vic Pty Ltd, ABN 41 675 885 944, ASIC ID 1309167. Colac.
  • ALA Investment Advisors Pty Ltd, ABN 18 631 080 950, ASIC ID 1274400. Launceston.

What is a Financial Services Guide and where can you read Vista's?

A Financial Services Guide, or FSG, sets out who your adviser is, what advice they can give, how they are paid and how to make a complaint. Your adviser gives you one before you receive advice. Vista Financial Group publishes an FSG for each office.

How do you make a complaint about financial advice?

Contact Vista Financial Group first on 03 9598 8002 or at admin@vistafinancial.com.au. If your complaint is not resolved to your satisfaction, you can take it to the Australian Financial Complaints Authority, the external dispute resolution scheme that Count Financial Limited belongs to. The full complaints process is set out in FSG Part 1.

Who does Vista Financial Group help?

Vista Financial Group advises families, business owners, high net worth individuals, pre-retirees, retirees and elderly Australians.

Does Vista Financial Group advise on aged care?

Yes. Sonia Mezentseff is an Aged Care Specialist and Kate Borch is an Accredited Aged Care Professional. Both advise on aged care funding and the decisions that sit around it.

Does Vista Financial Group advise on self managed super funds?

Yes. All nine Vista Financial Group advisers hold a Self Managed Superannuation Fund Specialist accreditation.

How do you contact Vista Financial Group?

Call 03 9598 8002, email admin@vistafinancial.com.au, or visit the Beaumaris, Melbourne CBD, Colac or Launceston office. Book a first meeting to talk through your situation and what advice would cost before you commit to anything.

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Achieve your tomorrow
Beaumaris

6-8 Keys Street
Beaumaris VIC 3193
03 9598 8002
‍
PO Box 7187
Beaumaris VIC 3193

admin@vistafinancial.com.au
www.vistafinancial.com.au

Colac

Shop 9/58 Hesse Street
Colac VIC 3250
03 5231 3429

Launceston

41 York Street
Launceston TAS 7250
03 6331 5555

Melbourne CBD

99 Queen Street
Melbourne VIC 3000
03 9598 8002

© Copyright 2026 Vista Financial Group Pty Ltd

Our advisers are Authorised Representatives of Count Financial Limited (ABN 19 001 974 625, AFSL 227232)