Advisers by day, & family by night.

We’re on your wave length…

Expert advice., highly personalised service.

Beulah Capital is built on the principles of relationship-building, integrity and quality of service, delivered by a small team of in-house expertise.

Beulah Capital operates its own Australian Financial Services License, and therefore unaligned to any other financial institutions. This is important because it means that we can offer the most suitable advice, unhindered by industry alliances.

We provide a broad range of services across wealth and asset management. Our priority is to gain an in-depth understanding of our clients’ unique circumstances and goals, and to tailor our strategies and advice depending on individual requirements over the lifespan of an investment.

Our Board

Christian Ryan

Managing Director

A founding partner of Beulah Capital, Christian has over 14 years experience in the financial services industry.

Involved in a number of franchise businesses and private banking prior to co-founding Beulah, Christian’s breadth of expertise has him intimately involved in both the Investment Management Committee and advisory services of the practice.

His expertise in a wide range of fields includes investment/business structuring, superannuation, tax planning, accounting, investment markets and portfolio construction

Christian also represents the firm commercially regarding all wholesale services provided to accountants and other advisory firms.

Tom Elliott

Director

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

With over 30 years experience Paul is uniquely placed across several financial industries, giving him a deep knowledge of both accounting and financial investments. He has an holistic approach, providing comprehensive end-to-end financial services including super, tax planning, business succession, estate planning and risk management.

Commencing his career as a Chartered Accountant at Davey & Associates, he was both a Tax Accountant and Financial Adviser for clients across investments and planning.

Paul then joined Goldman Sachs JB Were in 2001 where he met Chris Tant, and co-founded Sage Private Clients in 2007, providing complete family office advisory services.

Sage was subsequently purchased by Beulah Capital in 2013, where Paul remains an integral part of the investment and advisory team.

Investment Team

Kylie Higgins

Senior Portfolio Manager

Kylie has an active role in the management of the diversified portfolio mandates. She has worked in the funds management industry for over 15 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.

Jeremy Hooper

Head of Australian Equities

Jeremy has over 20 years’ experience in global financial markets in Australia, Hong Kong and London.

He has extensive experience in managing equity portfolios in Australia and Asia.

Prior to joining Beulah Jeremy was a co-founder at MST Capital where he was responsible for the equity portfolio across Asia. MST Capital was a Macro hedge fund that was established in 2012 and closed in 2016.

Prior to establishing MST he was a senior portfolio manager for UBS and Morgan Stanley proprietary desks, both event driven and long/short equity portfolios in Australia and across Asia.

Before this Jeremy was a derivative trader and then salesperson at UBS (Sydney and London)

Robert Bencic

Portfolio Manager

With 15 years of experience working within the broking industry, funds management and custodian services, Robert has extensive knowledge of investment markets and research skills.

He is a senior member of the Investment Committee and provides comprehensive due diligence and investment analysis on key companies within the Beulah investment universe as well as being the portfolio dealer for the Beulah portfolios.

Luke Conca

Investment Analyst

Luke joined Beulah in 2014 and is part of the Beulah Investment Committee. Along with Robert Bencic, he is responsible for investment analysis and portfolio management of the Beulah Capital model portfolios with a particular focus on Australian Equities.

As a current CFA Level 2 candidate, Luke spends his spare time studying and playing football.

Financial Advisers

Amanda Hobbs

Senior Client Adviser

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.

Steven Carroll

Senior Client Adviser

With over 40 years’ experience in the finance industry, Steven supports Beulah’s advisory team with his depth of experience particularly in the areas of Estate Planning.

His career has seen Steven develop a strong specialty in Wills and Deceased Estate administration (including Immediate Distributable estates, Life Interest estates, Successive Life Interest estates, Continuing Trusts, Testamentary Trusts, Protected Estates, Intestate Estates, Agencies under Power of Attorney, Trust Taxation, Trustee Security Status share portfolio management).

Prior to joining Beulah, Steven was Director and Manager of Carroll, Pike & Piercy Pty Ltd, a boutique financial planning and investment management firm.

Mark Duncan

Senior Client Adviser

Mark has 27 years experience in the financial services industry; initially in corporate roles and investment management, he has been a Private Client Adviser for the past 5 years. Mark’s focus is on active portfolio management for both individuals and superannuation funds alike and analysing tactical investment opportunities.

Mark holds an Advanced Diploma of Financial Planning and is a member of the SMSF Professional Association of Australia – the peak body for professional advisers within Australia’s Self Managed Super industry.

David Blackborrow

Senior Client Adviser

With a focus on and strategic planning and retirement, David has been providing advice to high net worth individuals for over 11 years. With the rising popularity of Self Managed Superannuation Funds, David works closely with clients on pension strategies, direct equities, tax modeling and estate planning. David is accredited as a SMSF Specialist Adviser (SSA)™ with the SMSF Professional Association of Australia.

Prior to joining Beulah in 2013, David was a Partner in a boutique advisory practice providing advice to high net worth individuals

Operations Team

Nick Power

Operations Manager | BA, BBus, GDip App Fin

Beulah’s unique service of acting as both an advisory and investment firm requires continuity between a range of investment analysts, advisers and directors.

As Operations Manager, Nick is tasked with creating and maintaining the organisational workflows between the investment and advisory services of the practice.

With a background in software development and having previous experience as both a Senior Adviser and General Manager for over 10 years, Nick ensures that advisers and staff are sufficiently supported to deliver high end services.

Chris Tant

Manager – Beulah Private Clients

Chris brings significant experience to his management responsibilities at Beulah, with over 29 years of experience in the financial planning industry.

Chris is tasked with the creation of marketing campaigns and materials, service delivery standards and providing support to the advisory team.

Formerly a National Head of Financial Planning at Goldman Sachs JBWere, Chris has provided his consultancy skills to Mercer, AXA/ipac and Kenyon Prendeville.

Chris commenced Sage Private Clients with fellow Director Paul Leitzke in 2007, and subsequently merged with Beulah in late 2013.

Prior to joining Beulah, Steven was Director and Manager of Carroll, Pike & Piercy Pty Ltd, a boutique financial planning and investment management firm.

Sharna Welch

Investor Relations Manager

Sharna has been a member of the Beulah team since 2008, and has over 10 years’ experience in the financial services industry. She works alongside Christian Ryan in providing technical and administrative assistance to clients, and more recently has taken on a part time role to manage client relationships continuing to assist both Christian Ryan and Amanda Hobbs.

Andrew Matheson

Account Manager

As Beulah provides a comprehensive end-to-end investment service, our firm acts as the mailing house and administrator for all investment activities for our advisory clients. It is in this capacity that Andrew is responsible for the oversight of all administration including applications, lodgments, recording of assets and construction of cost bases. Andrew will often present a point of contact to aid clients in fulfilling their responsibilities and confirming investment activities.

With over 14 years with a major law firm, Andrew also has a strong background with the administration of trusts and estates.

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.

Louisa Alexander

Client Services Manager

Louisa’s 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.

Amy Cumper

Client Services Manager

Amy’s 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.