At Vista Financial Services we cater for all your financial planning needs.
We offer a wide range of financial planning services and will provide you with advice, strategies, guidance and the support you need to work with you in achieving your goals and objectives particularly when it comes to planning for your retirement.

Andrew is a licensed Australian Financial Planner with more than two decades of experience helping clients make informed and confident financial decisions. Since establishing Vista Financial Services in 2009, he has worked with hundreds of UK expats and Australians, with a strong focus on retirement planning and UK pension transfers to Australia.
He holds a Graduate Diploma in Financial Planning, is an SMSF Specialist Adviser (SSA®), and is registered as a tax (financial) adviser with the Tax Practitioners Board. Andrew has also met all FASEA education and ethics requirements, reflecting his commitment to professional integrity and high-quality advice.
Originally from the UK, Andrew began his financial services career in 2001, working in lending, branch management, and financial advice at major UK banks such as Alliance & Leicester and NatWest. He migrated to Australia in 2007 and has continued to build his expertise ever since.
Through Vista, Andrew is known for providing clear, personalised advice and building long-lasting relationships with his clients. Whether assisting with superannuation, structuring retirement income strategies, or managing UK pension transfers, he focuses on delivering practical, thoughtful guidance that aligns with each client’s goals.
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To contact Andrew directly: andrew@vistafs.com.au

Stacey co-founded Vista Financial Services in 2009 and has been instrumental in its growth and success ever since. With a background in law in both the UK and Australia, she brings a meticulous, client-first approach to her role across paraplanning, compliance and business operations.
Working closely with Andrew from the outset, Stacey helps ensure the smooth delivery of financial advice — preparing advice documents, supporting strategic implementation, and contributing to the ongoing development of Vista’s service model.
Stacey now focuses primarily on supporting Andrew with paraplanning and business operations but continues to play an important behind-the-scenes role in the delivery of advice and maintaining Vista’s high standards. While we have dedicated client service officers to assist with day-to-day queries, Stacey remains closely involved in ensuring everything runs smoothly across the practice.
To contact Stacey directly: stacey@vistafs.com.au