Amanda Hobbs

Amanda Hobbs

BBus, GDip App Fin (Sec Inst)

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.

Steve Carroll

Steven Carroll

BA (Acctg), Dip Fin Advice

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

Mark Duncan

Adv. DIP FS (Financial Planning)

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

David Blackborrow

BBus, ADFP, SSA

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