Expert advice, highly personalised service.
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.
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.
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.
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.
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.
As a current CFA Level 2 candidate, Luke spends his spare time studying and playing football.
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.
With over 14 years with a major law firm, Andrew also has a strong background with the administration of trusts and estates.
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.
Away from work you will find me either cheering for the Sydney Swans, getting lost in a book or enjoying country life back home.