Tyson Roberts, the Managing Director at BEA Financial and Vista Financial Group. Since joining Vista Financial Group in 2018, Tyson has brought forth a wealth of experience gleaned from successful leadership roles within top-tier corporations.

With a robust background in the financial advice sector, Tyson is a consummate professional known for consistently delivering expert financial advice and tailored solutions to his clientele. His profound grasp of investment strategies and wealth creation empowers Vista's clients, guiding them towards their financial aspirations with assurance.

Tyson's depth of knowledge and expertise in strategic investments makes him a sought-after adviser, particularly for high-income earners and high net worth families. As the Managing Director, Tyson takes an active role in steering the business towards delivering exceptional service and client satisfaction.

Andrew Rumsey, the Director at BEA Financial, brings a wealth of expertise gained from his tenure at a mid-tier Melbourne firm. As a Chartered Accountant, Andrew specialises in providing tailored guidance on an array of business and taxation concerns crucial for small to medium enterprises.

His extensive professional background spans various sectors, from Professional Services, Property, and Medical and Allied Health to Manufacturing, Transport, Entertainment, and prominent family-owned businesses. Andrew's commitment lies in leveraging this diverse industry experience to drive success for businesses under his guidance at BEA Financial

Chris Carlin is a highly respected and accomplished professional in the financial industry, known for his expertise in assisting millennials and his dedication to helping clients achieve financial success. With a background in serving millennial nurses and midwives, Chris understands the unique financial challenges and opportunities that this demographic faces. His deep knowledge of the industry and his firsthand experience, being married to a pediatric nurse, have allowed him to develop tailored strategies that address the specific needs of healthcare professionals.

Recognising the importance of home buying, superannuation, protection planning, and investments for millennials, Chris has helped clients navigate these crucial milestones with confidence. His expertise and guidance have enabled many millennials to achieve their financial goals, retire earlier, and build a solid foundation for their future.

Jason Chew is a prominent figure in the financial planning industry, bringing a wealth of experience and expertise to the financial industry. With over a decade of dedicated service, Jason has played a pivotal role in helping families achieve financial success and lead balanced lifestyles.

Jason's commitment to client success and his holistic approach to wealth management make him a trusted partner in achieving financial independence and security. He is known for his deep understanding of individual needs, allowing him to craft tailored solutions that align with clients' unique circumstances and aspirations. He has established a strong reputation for his market-leading services, which empowers clients to make informed decisions, plan for the future, and enjoy life today.

Sonia is a highly valued and dedicated member of the BEA Financial and Vista Financial Group, having served with the company for the past ten years. With an impressive 24 years of experience as a financial planner, Sonia brings a wealth of expertise and knowledge to her role. Her commitment to her clients and her deep understanding of their unique financial needs have earned her a strong reputation in the industry.

Specialising in providing advice to individuals approaching retirement, retirees, and those entering or residing in residential aged care, Sonia possesses a unique skill set that combines technical expertise with empathy and compassion. With her extensive experience and dedication, Sonia has helped numerous individuals and families achieve financial security and peace of mind as they enter this important phase of their lives.

Patrick is a highly motivated and enthusiastic professional who is deeply committed to finance and helping clients achieve their financial goals. As a local who has grown up in the bayside area, Patrick has a deep understanding of the community and the unique financial challenges that residents face. He has a proven track record of success in helping clients accumulate and grow their wealth. In his free time, Patrick enjoys sailing, camping, and playing basketball, in addition to staying up-to-date on all things finance.

Aimee is a passionate and motivated holistic financial advisor who has a primary focus on developing long-term relationships built on trust. She collaborates closely with her clients to understand their needs, concerns and aspirations. By providing ongoing education, support and guidance, Aimee empowers her clients to make informed financial decisions and to take control of their financial futures.

With over a decade of experience in the financial services industry, Aimee has a special interest in Self-Managed Super Funds (SMSFs),pre-retirement planning, and risk insurance strategies. She is dedicated to helping her clients protect and grow their assets through comprehensive financial planning.

Stephen Edmunds, the Managing Director at Bruce Edmunds & Associates Chartered Accountants since 1987, brings a wealth of expertise as a Chartered Accountant, Registered Company Auditor, and SMSF Auditor.

With a lifetime dedicated to advising, mentoring, and fostering sustainable business growth, Stephen's proficiency in business planning, system implementation, and cash flow management is backed by decades of hands-on experience. His track record boasts numerous success stories, showcasing his adeptness in developing and refining strategies that drive business success.

Josh is our Senior Advice Manager who has an extensive history in financial advice. Working closely with our advisers as the senior paraplanner, he also provides guidance and support to the paraplanning and administration team to enhance our delivery of quality advice.

Josh enjoys spending his spare time traveling with his wife, Ashlea, and young daughter, Scarlett. Finding the best coffee, places to eat and kids’ activities are always a priority! He’s a huge sports fan following the AFL and various US Sports.

Penny is married with three teenage kids; she is a local and has grown up in the bayside area. On weekends, you will find Penny enjoying a cappuccino and watching her kids play soccer all over Melbourne!

She loves to travel to warm places and the beach is most definitely her happy place. Penny has over 20 years' experience in the Financial Services industry primarily in workplace Training and Client Services.

Kerrie McMahon is a dedicated and accomplished Client Service Manager at Vista Financial Group and part of BEA Financial. With her unwavering commitment to excellence, Kerrie plays a pivotal role in fostering strong client relationships and ensuring their financial needs are met with utmost care and precision. Her adept communication skills and in-depth knowledge of financial services allow her to seamlessly connect with clients, addressing their concerns and providing tailored solutions. Kerrie's proactive approach and keen attention to detail contribute to the overall success of the group, making her an invaluable asset to the team. Her passion for delivering exceptional client experiences and her ability to navigate complex financial landscapes make Kerrie a standout professional in the industry.

Andrea is an adept Marketing Manager specialising in graphic design and video editing. Her role fuels her passion for creative expression, translating brand messages into captivating visuals that engage audiences and drive traffic. With a background in Communication and Advertising, Andrea's artistic inclination shines through her work in Marketing and Graphic Design. She brings brand stories to life as a skilled video editor and seeks growth through online courses.

Beyond work, Andrea enjoys sketching, painting, computer games, and sports like badminton and basketball.

With over a decade of experience in client services and training, Emma supports our vibrant team by working on business projects to drive efficiency, and productivity and boost team and client happiness. She is a dynamic and forward-thinking leader with a knack for innovation. Emma'spassion for cultivating a positive culture shines as she works closely with the team, providing them with coaching support and creative solutions.

When she steps away from work, Emma feeds her curiosity by traveling and immersing herself in diverse cultures with her husband Barry, and son Zeek. She also enjoys curling up with a good book and loves a good trivia game. Whether it's through drawing, makeup artistry, or sewing, she fuels her passion for her craft and expresses herself with boundless creativity.

Natasha is passionate about all analytical things and is the happiest when lending a helping hand to others. She holds a degree in Economics and Management from LSE and currently completing her MBA. She enjoys immersing herself in new ideas and ways of thinking. She enjoys traveling and exploring new cultures and places fascinated by the spiritual realities of the universe. She spends her free time reading and watching movies and loves to spend time with family and friends.

Wes brings over two decades of experience in financial planning, as both a financial adviser and paraplanner, having worked in the industry since early 2001. He works with our advisers to develop well-suited strategies and personalised plans to enable our clients to achieve their goals.

In his free time Wes has a keen interest in all sports, particularly AFL football and cricket.

Naidene ensures a consistent delivery of approachable and efficient service to all clients, irrespective of their needs' scope. Her commitment to providing personalised attention creates a comfortable environment, encouraging clients to confidently seek individualised support.

Joining the team Bruce Edmunds and Associates Chartered Accountants in August 2007 following a return to the workforce post a family break, Naidene brings over a decade of experience in providing administrative support to executive management. At BEA Financial, her pivotal role within the Financial Planning team empowers them to fully focus on addressing the varied and evolving needs of our esteemed clients

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Joining Bruce Edmunds & Associates Chartered Accountants in July 2019, Mary brings a wealth of experience from diverse financial roles held in both Melbourne and the USA.

Now a valued member of BEA Financial, Mary is committed to delivering personalized service, going the extra mile for every client she assists.

Mary is our Senior Paraplanner and does most of our research, analysis, and documentation, to ensure that all of our members get the best outcome for their situation. She has over 7 years of experience in paraplanning and has a Diploma in Financial Planning.

In her spare time, she likes spending time at the beach with her family and friends. She also loves mountain climbing and hiking during the weekends.

Daisy, a paraplanner, is driven by a passion for financial analysis and planning. With a dedication to assisting her team, Daisy strives to provide tailored solutions and strategies that empower clients to achieve their financial aspirations. She firmly believes that effective financial planning transcends mere numbers; it necessitates a deep comprehension of the individuals driving those goals. Her enthusiasm to contribute to her team's triumphs and her commitment to continuous learning underscore her journey in the realm of financial planning.

A devotee of Korean POP music and an avid animal lover, especially of dogs, she finds solace in both music and the embrace of nature. When seeking respite from the demands of work, Daisy treasures moments with her loved ones and indulges in the pleasures of delectable cuisine.

Nathan or known fondly as "Maki," is our exceptional paraplanner. A true Xplan enthusiast, he takes delight in streamlining advice generation and boosting efficiency. Nathan's tech background enables him to offer creative solutions that make his and his team's work more effective.

Beyond his financial prowess, Nathan has a mouthwatering talent – he's a certified foodie! He loves exploring new recipes and cooking up delicious dishes, which he happily shares with his partner and adorable one-year-old son.

With half a decade immersed in the dynamic realm of Service Asset and Configuration Management, Mari has cultivated a profound expertise that now guides her toward an exciting new chapter. Embarking on a voyage in the financial industry as a Client Service Manager, she is eagerly poised to infuse her skill set into this fresh arena. Beyond the professional sphere, her heart finds its joy in the companionship of two beloved dogs (Loki and Sky) and a family who graces her weekends. This balance between the demands of her career and the pleasures of her personal life enriches Mari's journey. As she embraces this new challenge, she is excited for the uncharted path ahead, blending experience and fresh insights to serve clients passionately.

Chris collaborates closely with the team to support financial advisers with administrative tasks. With over a decade of experience in client support and team management in the BPO industry, she excels in delivering top-notch service to ensure client satisfaction, and strengthen client relationships.

Beyond her professional responsibilities, Chris cherishes her time with her son and partner. She's also a devoted pet parent, caring for four dogs, koi fishes, and love birds. She enjoys her morning walks, traveling, and visiting the beach to rejuvenate and maintain her well-being.

Retchie is one of our Client Service Associates and plays a vital role by assisting with data entry and document preparation to assist our financial advisers. He is Married with two kids, a versatile individual with a strong passion for fishing and camping, finding solace outdoors with his wife, Maesheal, and two kids, Kadmiel and Kristoff. With 8 years in the BPO industry and a degree in Information Technology, he excels in delivering service and navigating the digital landscape.

Outside of work, Retchie creatively expresses himself through video blogging, blending storytelling with tech skills. He's drawn to fishing, camping, technology, and video creation, all of which inspire growth, innovation, and a deep appreciation for life's beauty.

Mara is our financial planning assistant who has over 5 years of experience in helping clients transition from where they are today to where they aim to be. She provides personalised support which gives clients a wholesome experience when implementing these big changes in their lives.

Outside of work, she loves spending time with her family. Fun fact: She has an identical twin, Shana! She also loves going to the beach, catching up on some Netflix, playing Mahjong, or watching lots of sports – from the NBA, Olympics, Tennis – you name it!

Lyzza works hand in hand with the team to ensure clients enjoy a seamless and tailored experience. In addition to providing administrative and creative support to advisers, she assists in strategy development by collecting data, conducting market research, and analysing client needs.

Outside her professional role, she is a cat mum to two charmingly plump felines, da Vinci and van Gogh. This homebody spends her free time enjoying art, music, journaling, and embracing all things cozy. A perfect weekend for her would be a rain-kissed afternoon spent cocooned with her drawing tablet and a hearty bowl of instant ramen.