About Us
Broker Vista Group Pty Ltd, trading as Broker Vista, was founded with a clear purpose: to make financial services accessible, transparent, and client-focused. For too long, people have juggled different professionals - accountants, brokers, planners, and property consultants - without coordination. We set out to change that.
What makes us different is our role as facilitators. We don’t just advise - we connect the dots, streamline the process, and give you a single point of contact for all your financial needs. Australian-owned, industry-certified, and solution-driven, we’re here to put your financial future in safe hands.
Meet The Team
100% compliant for the last 10 years.
Sharad Sharma
Mortgage Broker
Sharad helps clients identify property opportunities that align with their long-term financial goals. Drawing on his extensive experience in property consulting, he provides clear, research-backed advice to guide buyers through every stage of the property journey.
Whether supporting first-home buyers or seasoned investors, Sharad’s goal is to simplify decision-making and help clients feel confident in their investments. His approachable nature and market knowledge make him a trusted partner for anyone looking to grow their wealth through property.
Sharad Sharma
Mortgage Broker
Sharad helps clients identify property opportunities that align with their long-term financial goals. Drawing on his extensive experience in property consulting, he provides clear, research-backed advice to guide buyers through every stage of the property journey.
Whether supporting first-home buyers or seasoned investors, Sharad’s goal is to simplify decision-making and help clients feel confident in their investments. His approachable nature and market knowledge make him a trusted partner for anyone looking to grow their wealth through property.
Geeta Kashyap
Finance Consultant
With a B.Com and MBA, and more than 20 years of senior management experience across five major Australian banks (including the Big Four), Geeta brings unmatched depth of knowledge in lending.
She specialises in providing smart, customised loan solutions for both individuals and businesses. Passionate about client success, Geeta combines technical expertise with empathy, ensuring every lending journey feels smooth and stress-free. Her mission is simple: to make finance accessible, transparent, and empowering for her clients.
Mudit Mathur
Property Consultant
Mudit is a Licensed Buyer’s Agent and Property Strategist, as well as the founder of WealthRise Property. He specialises in helping clients secure blue-chip investment properties and guiding first-home buyers and owner-occupiers through the buying process.
Known for his strong negotiation skills and transparent approach, Mudit combines deep market knowledge with personal experience as a successful property investor. He ensures clients not only secure the right property but also build a portfolio that delivers long-term financial growth and peace of mind.
Mudit Mathur
Property Consultant
Mudit is a Licensed Buyer’s Agent and Property Strategist, as well as the founder of WealthRise Property. He specialises in helping clients secure blue-chip investment properties and guiding first-home buyers and owner-occupiers through the buying process.
Known for his strong negotiation skills and transparent approach, Mudit combines deep market knowledge with personal experience as a successful property investor. He ensures clients not only secure the right property but also build a portfolio that delivers long-term financial growth and peace of mind.
Danny Mulia
Chartered Accountant
Danny is a Chartered Accountant (CA) and Certified Practicing Accountant (CPA) with more than 25 years of experience in taxation, estate planning, and SMSF compliance. He works with individuals, families, and businesses to optimise tax strategies, structure assets, and ensure compliance with confidence.
His reputation is built on delivering practical solutions with integrity. Danny takes pride in simplifying complex financial matters, helping clients make informed decisions that protect and grow their wealth over the long term.
Koreen Govender
Financial Planner
Koreen has over 14 years of experience in financial services and holds a Master of Financial Planning, Graduate Diploma of Financial Planning, and Advanced Diploma of Financial Services. She is also an Accredited Aged Care Professional and Accredited SMSF Professional.
Her expertise covers investments, superannuation, retirement planning, insurance, estate planning, and SMSFs. What truly sets Koreen apart is her passion for helping people make informed financial decisions that change the course of their future. She tailors strategies to each client’s unique situation, empowering them to feel confident, secure, and on track toward their goals.
Koreen Govender
Financial Planner
Koreen has over 14 years of experience in financial services and holds a Master of Financial Planning, Graduate Diploma of Financial Planning, and Advanced Diploma of Financial Services. She is also an Accredited Aged Care Professional and Accredited SMSF Professional.
Her expertise covers investments, superannuation, retirement planning, insurance, estate planning, and SMSFs. What truly sets Koreen apart is her passion for helping people make informed financial decisions that change the course of their future. She tailors strategies to each client’s unique situation, empowering them to feel confident, secure, and on track toward their goals.
Let’s build the future together
Whether you’re buying your first home, refinancing, or looking to expand your investment portfolio, we’ll find the right loan for your needs. Our mortgage brokers simplify the process, compare lenders, and negotiate the best terms, saving you time and money.
Our accounting experts handle everything from tax planning to SMSF setup and compliance. We help individuals and small businesses choose the right structures, optimise tax strategies, and manage obligations with confidence.
Buying property can be overwhelming, but it doesn’t have to be. Our licensed buyer’s agents specialise in securing high-performing investment properties and finding the perfect home. With market insights and strong negotiation skills.
Our financial planners provide tailored strategies to help you build, protect, and manage your wealth. From superannuation and retirement planning to investments, insurance, and estate planning, we craft solutions that put you on the path to financial freedom.
For those looking to use their superannuation to invest in property, we make SMSF lending simple. We coordinate all parties - accountants, lenders, and advisors - ensuring your SMSF purchase or refinance is compliant, strategic, and stress-free.
Meet the Team
Koreen Govender
Koreen has over 14 years of experience in financial services and holds a Master of Financial Planning, Graduate Diploma of Financial Planning, and Advanced Diploma of Financial Services. She is also an Accredited Aged Care Professional and Accredited SMSF Professional.
Geeta Kashyap
With a B.Com and MBA, and more than 20 years of senior management experience across five major Australian banks (including the Big Four), Geeta brings unmatched depth of knowledge in lending.
Sharad Sharma
Sharad helps clients identify property opportunities that align with their long-term financial goals. Drawing on his extensive experience in property consulting, he provides clear, research-backed advice to guide buyers through every stage of the property journey.
Mudit Bahadur
Mudit is a Licensed Buyer’s Agent and Property Strategist, as well as the founder of WealthRise Property. He specialises in helping clients secure blue-chip investment properties and guiding first-home buyers and owner-occupiers through the buying process.
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Frequently Asked Questions
We act as your single point of contact, facilitating mortgage, accounting, buyer’s agent, and financial planning services – all under one roof.
No. We offer fixed fees with full transparency. No hidden costs, no surprises.
Yes, we specialise in SMSF setups, lending, and refinancing, ensuring the process is compliant and stress-free.
Not at all. You can engage us for one service, or let us coordinate everything for a smoother, integrated experience.
A buyer’s agent represents your best interests, helping you secure the right property at the right price with professional research and negotiation.
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