About Us

Our Advice Team

Vista Financial Group
Adviser

Jason Chew

FChFP

Director, Head of Advice and Senior Financial Adviser

A prominent figure in the financial planning industry with 17 years on the ASIC register, now Director and Head of Advice across Vista's four offices.

  1. Beaumaris and Melbourne CBD, Victoria
  2. ASIC no. 000343467
  3. Advising since 2009
  • Current
  • Registered
Book with JasonVerify on the ASIC register
Jason Chew, Director, Head of Advice and Senior Financial Adviser at Vista Financial Group, Beaumaris
Profile

About Jason

Jason Chew is a Director of Vista Financial Group, Head of Advice, and a Senior Financial Adviser.

He has been a registered financial adviser since 2009, which makes him the longest registered of Vista's advice leadership team, with 17 years on the ASIC Financial Advisers Register.

Jason began advising in 2010 at Blazer Wealth Management Group, moved to AMP as a Senior Financial Planner, then ran Peak Financial Advisers as Senior Financial Planner and Managing Director from 2012 to 2015. In April 2015 he founded Orange Wealth, built deliberately for people in their thirties and forties who wanted to take control of their financial direction early rather than come to advice at the point of retirement. Orange Wealth joined Vista Financial Group in October 2023, and Jason came with it as a Director of the group.

As Head of Advice, Jason is responsible for advice quality across Vista's four offices as well as running his own client book. He advises on wealth creation, superannuation and self-managed super funds, investment strategy, risk insurance, margin lending and lifestyle-led financial planning, and he holds the Fellow Chartered Financial Practitioner designation, the senior professional designation awarded by the Association of Financial Advisers.

He is a Director of the group and a shareholder of Vista Financial Group Pty Ltd, Vista Finance and Lending Pty Ltd, Vista Financial Group West Vic Pty Ltd, BEA Financial Pty Ltd and ALA Investment Advisors Pty Ltd.

Credentials

Qualifications and professional designations

2024
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Kaplan Professional
2018
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers
2015
Self-Managed Superannuation Funds
Kaplan Professional
2012
Diploma of Finance and Mortgage Broking Management (FNS50310)
Kaplan Education
2010
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2009
Diploma of Financial Services (Financial Planning)
Traineeship Management Australia

Specialist accreditations

Margin Lending Specialist
Self-Managed Superannuation Fund Specialist
Expertise

Areas of specialisation

Wealth creation
Superannuation
Self-managed super funds
Investment strategy
Risk insurance
Margin lending
Advice for 30s and 40s
In their own words

In Jason's words

Why did you decide to become a financial adviser?
I grew up listening to Rich Dad Poor Dad on cassette tape in my dad's car and have always been drawn to all things finances, so when I realised I could have a career diving into money and finance and then teach people what I have learned I was hooked. It also turns out that helping people in a meaningful way gives you a big kick of euphoria.
Why did you start Orange Wealth?
Eight years ago most financial advice firms focused on people who were retired or close to it, and me in my early 30s, I wanted to help people similar to me, someone who wants to be in control and design the life I live, not to look back in 20 years and say 'I wish I had done it differently'.
Why was it the right time to join Vista?
Honestly, the right time was probably a few years ago. It's just you don't see a business like Vista every other day of the week. Once I met Vista and the team here I knew it was the right home for me and the people I work with.
Outside work
Family and the outdoors. Long weekends usually mean the camper trailer, and the biggest trip so far was Canada for winter sports. He watches the Golden State Warriors.
Questions

Frequently asked questions

Is Jason Chew a registered financial adviser?
Yes. Jason Chew is listed on the ASIC Financial Advisers Register as adviser number 000343467, with current and registered status, and has provided personal financial advice since 2009.
What qualifications does Jason Chew hold?
Jason holds the Fellow Chartered Financial Practitioner (FChFP) designation from the Association of Financial Advisers, an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), and a Diploma of Finance and Mortgage Broking Management. He is a Margin Lending Specialist and a Self-Managed Superannuation Fund Specialist.
Who is Jason Chew licensed through?
Jason is an authorised representative of Count Financial Limited, AFSL 227232, through Vista Financial Group Pty Ltd.
What does Jason Chew specialise in?
Wealth creation, superannuation and self-managed super funds, investment strategy, risk insurance and margin lending, with a particular focus on people who want to take control of their financial direction well before retirement.
Licensing

Registration and licensing

ASIC adviser number
000343467
Licensee
Count Financial Limited, ABN 19 001 974 625, AFSL 227232
Authorised through
Vista Financial Group Pty Ltd, ABN 16 624 573 039, ASIC ID 1278273
First provided advice
2009
Tax (financial) advice services
Authorised

Authorised to advise on

Deposit and payment products
Government debentures, stocks and bonds
Investment life insurance and life risk insurance products
Managed investment schemes, including IDPS
Retirement savings accounts
Securities
Superannuation (all)
Standard margin lending facilities
Verified credentials

ASIC register extract

Checked against the ASIC Financial Advisers Register on 3 September 2026.
Adviser number
000343467
Financial adviser status
Current
Registration status
Registered
First provided advice
2009
Years registered
17
In financial services since
2009
Qualifications recorded
7
Tax (financial) advice
Authorised
Verify on the ASIC register
Refresh this panel whenever qualifications or authorisations change. Also listed on LinkedIn and Adviser Ratings.

Book an appointment with Jason

6-8 Keys Street, Beaumaris VIC 3193. Call 03 9598 8002, or book a time that suits you.

Make a booking

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

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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)