Nick Power

Nick Power

BA, BBus, GDip App Fin

Operations Manager

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

Chris Tant

BCom (Econ)

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.

Sharna Welsh

Sharna Welch

Dip FinServ

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.

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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

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

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.

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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.