Advisers by day, family by night.

 

We're on your wave length...

 

Advisers by day, family by night.

 

We're on your wave length...

 

Advisers by day, family by night.

 
 

We're on your wave length...

Expert advice, highly personalised service.

Our Board

Christian Ryan

CEO BBUS (Accounting and Financial Planning)

CEO Christian Ryan co-founded Beulah nearly 10 years ago and has been involved within the financial services industry for over 17 years. His vision was to create a financial services hub that would make a positive difference to the lives of our clients.

He also recognised that it was as equally important to create an interesting, challenging and fulfilling place to work. He has gathered a team of professionals together to provide a highly personalised financial service standard to our clients, delivered with trust, integrity and transparency.

Christian’s expertise is in investment and business structuring, investment markets and portfolio advice but now splits much of his time between growing the company and working with the team across its range of services and investment strategies. Outside of work, he is a family man and continues his love of rowing having competed at the Olympic games and world championship events, AFL football and recently challenged himself on the Tour De France cycling circuit.

With nearly 25 years of experience in finance and investment markets, Tom has been an integral part of creating many of Beulah’s unique investment processes.

Tom Elliott

Director BCOM (MELB), MA (OXFORD)

With nearly 25 years of experience in finance and investment markets, Tom has been an integral part of creating many of Beulah’s unique investment processes.

As a primary member of Beulah’s Investment Committee, Tom brings a strong history of managing funds under advice and continues to run strategies such as the Takeover Target and Equity Income Portfolios.

Prior to joining Beulah, Tom was a co-founder and the Managing Director of MM&E Capital, a Melbourne based hedge fund where he successfully managed the day to day affairs of both the company and its various funds under management.

Prior to this he was an Executive Director of investment bank Flinders Capital Limited which specialised in both listed and unlisted equity investments.

Tom also presents Drive on 3AW each afternoon.

Paul Leitzke

Director BBUS (ACCOUNTING)

I started my career in accounting and tax, transitioning to financial advising in 1996. I provide my clients with a holistic approach, covering comprehensive advice across investments, super, tax planning, business succession, estate planning and risk management. In 2013, I merged my business Sage Private Clients with Beulah, and became a Director and shareholder of Beulah. I am passionate about working with my clients across all aspects of their finances, building long and rewarding friendships in the process.

I love the outdoors and the country, and split my time between living in Melbourne with my wife, and working on my farm, where my pride and joy is Rex the ram. I am also still to be found on the football field every fortnight, playing Superrules with Williamstown.

Investment Team

Kylie Higgins

Senior Portfolio Manager CFA, BMATHFIN

Kylie is responsible for the management of the diversified portfolio mandates. She has worked in the funds management industry for 18 years and in her most recent position, Kylie was the senior portfolio manager of multi asset portfolios with $5 billion in funds under management.

Prior to that, Kylie worked in wealth management in the UK as an equity research analyst recommending investments across European and US markets. She has a degree in Mathematics and Finance from the University of Technology Sydney (UTS) and is also a CFA charter holder.

Robert Bencic

Portfolio Manager

As a primary member of Beulah’s Investment Committee, Tom brings a strong history of managing funds under advice and continues to run strategies such as the Takeover Target and Equity Income Portfolios.

Prior to joining Beulah, Tom was a co-founder and the Managing Director of MM&E Capital, a Melbourne based hedge fund where he successfully managed the day to day affairs of both the company and its various funds under management.

Prior to this he was an Executive Director of investment bank Flinders Capital Limited which specialised in both listed and unlisted equity investments.

Tom also presents Drive on 3AW each afternoon.

Luke Conca

Investment Analyst BCom(Banking & Finance)

Joining Beulah in 2014, I am responsible for investment analysis and portfolio management of the firms model portfolios with a particular focus on Australian Equities. I love the Takeover Target portfolio, constantly thinking takeovers.

My passion for the stock market has led me to further studies, currently a Level 3 CFA candidate.

On the weekends, I’ll be trying to get a kick on the football field, watching any live sport possible and catching up with friends.

Financial Advisers

Amanda Hobbs

Senior Client Adviser BBUS, GDIP APP FIN (SEC INST)

A co-founding partner of Beulah Capital, Amanda has over 18 years of experience in the investment services industry, providing advice to high net worth individuals, families and charitable groups.

Prior to Beulah, Amanda was a Senior Client Adviser at Carnbrea & Co Ltd, a private family investment office, where she met fellow co-founder Christian Ryan.

As well as being a Senior Adviser, she is also a member of the investment committee given her background in investment markets and portfolio construction. Amanda is also the Chief Financial Officer for the Beulah entities and is actively involved in overseeing company operations and processes.

David Blackborrow

Senior Client Adviser BBUS, ADFP, SSA

I have been providing advice for over 15 years in the industry, with much of my time focusing on Self Managed Superannuation Funds. Due to the complex nature of these structures, I work closely with clients designing direct equity portfolios, estate planning, insurances, structuring pensions and keeping up to date with budgetary and legislation changes.

Outside the office hours you will seldom find me in Melbourne unless the Cats are playing.

Habitually, I’m in pursuit of recreational activities involving the beach, the snow or the outdoors. Perhaps my greatest passion is to travel, with a goal to visit at least one new country every year.

George Johnstone

Associate Adviser BCom (Fin Plan, Finance)

I joined Beulah Capital in 2017 as an Associate Adviser working with both the Private Wealth Management team and the Investment team.

Working with both teams enables me to be across all investment opportunities and then work with Senior Advisers to pick the best investment options and financial strategies for our high net wealth clients.

Away from work you’ll find me supporting the Western Bulldogs, spending time at the beach over summer and at the snow slopes over winter.

Operations Team

Nick Power

Operations Manager BA, BBus, GDip App Fin

With a background as a Senior Adviser and General Manager I have been involved in the financial services industry for over 12 years. With a focus on technology and superior business performance I ensure that advisers and staff are sufficiently supported to deliver high end services to our clients.

I love all things operations and act as the go to person in the office to ensure everything runs smoothly.

Outside of work my wife & I are busy with our two beautiful children and getting down to the beach at much as possible. If time permits (which isn't often with two under 3) you will also find me trying to master the game of golf with varying success.

Andrew Matheson

Account Manager

I have been with Beulah from the beginning and I’m responsible for overseeing our investment administration and records. I thoroughly enjoy working with the team at Beulah.

I also had over 14 years with a major law firm which has given me a strong background with the administration of trusts and estates.

Outside of work, my wife and three children keep me busy and I love the beach, Valiants and Collingwood!!

Kelly Wee

Client Services Manager

Kelly came to Beulah from Sage Private Clients, where she was employed as the Client Services Coordinator for over 5 years. She works closely with Paul Leitzke and David Blackborrow, and will often be the person clients most talk to, with the exception of their adviser.

Her role is to assist our clients in the day to day management of their financial affairs, to access key information they may need in regards to their financial situation and to make their experience with Beulah as seamless and efficient as possible.

Sarah Cumper

Client Services Manager

With a background in Children's Services for over 14 years, it was time for a change in direction and a new challenge. I was given a fantastic opportunity to take over as a member of the Children's Services team and provide assistance and support to the advisers and my other work colleagues.

Away from work you will find me either cheering for the Sydney Swans, getting lost in a book or enjoying country life back home.