About Us

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

Tyson Roberts

Jason Chew

Kate Borch

Sonia Mezentseff

Paul Antos

Nick Burke

Aimee Taylor

Ashley Smith

Gavin Cao

Matt Damos

Our Operations Team

Penny Giofkou

Josh Pearce

Emma Lee

Our Client Services Team

Kerrie McMahon

Naidene Williams

Annie McNaughton

Peta Scott

Mara De Leon

Retchie-Camporedondo

Chris Tibon

John Atillo

Czarina Rodriguez

Di Brozek

Kelly Lehmann

Our Paraplanners

Wes Howell

Mary Decena

Daisy Macua

Nathan Maquiling

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

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