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Vista Financial Group
Adviser

Tyson Roberts

BCom MCom

Managing Director and Senior Financial Adviser

An accomplished financial professional who has been a driving force at Vista Financial Group since 2018, and Managing Director since March that year.

  1. Beaumaris, Victoria
  2. ASIC no. 001262501
  3. Advising since 2018
  • Current
  • Registered
Tyson Roberts, Managing Director and Senior Financial Adviser at Vista Financial Group, Beaumaris
Profile

About Tyson

Tyson Roberts is the Managing Director and a Senior Financial Adviser at Vista Financial Group, based at the firm's Beaumaris office.

He has worked in financial services since 2007 and has been a registered financial adviser since March 2018, when he joined Vista and was appointed Managing Director.

Tyson's route into advice ran through accounting and corporate banking. He began in business advisory and taxation at Prowse Perrin & Twomey, moved into financial reporting at Crowe Horwath Australia, then spent time as a business analyst at Macquarie Bank before seven years at Commonwealth Bank, where he finished as an Executive Manager. That background shapes how he works today: he is comfortable across the technical detail of tax, structuring and listed investments, and he advises individuals and high net worth families on wealth creation, superannuation, self-managed super funds, listed securities and retirement strategy.

Since taking over as Managing Director in 2018, Tyson has led Vista through a period of sustained growth, including the acquisitions of Master Your Money Now and Orange Wealth in 2023, the opening of the Colac office in 2024, the acquisition of ALA Investment Advisers in Launceston in 2025, and the acquisition of Whyse Financial in 2026. Vista now advises clients from Beaumaris, Melbourne CBD, Colac and Launceston.

He is a director and 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

2025
FPC007B Client Engagement Skills
Kaplan Higher Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education
2020
Self-Managed Superannuation Funds
AAMC Training Group
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2010
Master of Commerce (Finance)
University of Sydney
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Bachelor of Commerce (Accounting)
University of Ballarat
Specialist accreditations
Listed Securities Specialist
Self-Managed Superannuation Fund Specialist
Expertise

Areas of specialisation

Wealth creation
Superannuation
Self-managed super funds
Listed securities
Retirement strategy
High net worth families
Business owners
Recognition

Awards and recognition

2024
Count Financial Group Firm of the Year
Awarded to Vista Financial Group
2023
Affinia Financial Advisers Practice of the Year
Awarded to Vista Financial Group
Firm awards won during Tyson's tenure as Managing Director.
In their own words

In Tyson's words

Why did you decide to become a financial adviser?
Since a young age, I took an interest in saving money and buying shares. I purchased my first term deposit when I was about ten years old from a combination of birthday money and saving pocket money from small jobs such as mowing the lawns. After 15 or so years largely in corporate, I joined Vista in March 2018 allowing me to work directly on my passion, helping more Australians achieve their financial goals.
Outside work
Most of Tyson's spare time goes to his young family. He follows a range of sports, with the Geelong Cats his team, and he gets out for a run when he can. The family escapes Melbourne's winter for a week in Noosa most years.
Questions

Frequently asked questions

Is Tyson Roberts a registered financial adviser?

Yes. Tyson Roberts is listed on the ASIC Financial Advisers Register as adviser number 001262501, with current and registered status, and has provided personal financial advice since 2018.

What qualifications does Tyson Roberts hold?

Tyson holds a Bachelor of Commerce (Accounting) from the University of Ballarat, a Master of Commerce (Finance) from the University of Sydney, and a Diploma of Financial Services (Financial Planning) from Kaplan Professional. He is a Listed Securities Specialist and a Self-Managed Superannuation Fund Specialist.

Who is Tyson Roberts licensed through?

Tyson is an authorised representative of Count Financial Limited, AFSL 227232, through Vista Financial Group Pty Ltd.

What does Tyson Roberts specialise in?

Wealth creation, superannuation and self-managed super funds, listed securities and retirement strategy, for individuals, business owners and high net worth families across Melbourne.
Licensing

Registration and licensing

ASIC adviser number
001262501
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
2018
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)
Authorisation limit. Not authorised to provide personal advice on standard margin lending.
Verified credentials

ASIC register extract

Checked against the ASIC Financial Advisers Register on 3 September 2026.
Adviser number
001262501
Financial adviser status
Current
Registration status
Registered
First provided advice
2018
Years registered
8
In financial services since
2007
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 Tyson

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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