About BETA Capital
Company Profile
BETA Capital Pty Ltd is a privately owned Melbourne based financial advisory firm. BETA Capital is dedicated to developing tailored strategies that support and protect the financial well being of their clients.
BETA Capital’s point of difference is the mutual trust, loyalty & respect they share with their private clients. This is achieved through the delivery of exceptional service, together with the highest level of expertise. In addition, they are known for their uncomplicated and unbiased financial advice.
Integrity is at the forefront of the firm’s operation. Through fee and product transparency, it has become the financial advisory firm of choice to many private clients and reputable and well known accountants and mortgage brokers throughout Melbourne.
In this highly competitive financial services industry, BETA Capital’s unique and engaging processes have been a key driver to their success.
BETA Capital aims to eliminate the administrative burden associated with the day to day management of your financial affairs freeing up your time, knowing your finances are in the hands of experienced professionals, well-equipped to ensure your money is working for you.
Personal Profile
Raphael Shamai is the Director of BETA Capital Pty Ltd holding a Bachelor of Business (Banking and Finance minor in Economics); an Advance Diploma in Financial Planning; a Diploma in Financial Planning and a Diploma in Financial Advising.
Raphael has worked in the financial services industry for over 12 years. Prior to establishing BETA Capital, Raphael held senior positions with a number of well known wealth creation organisations. During that time, he has held the position of Chief Investment Officer – responsible for managing the investment of over $200 Million of client retirement funds; Private Client Adviser and Associate Adviser.
Raphael has developed an excellent working knowledge of both tax and complex financial products – specialising in tax effective wealth accumulation strategies, self managed superannuation funds and personal insurances including Income Protection, Life, Total & Permanent Disability and Trauma insurance.
Born and raised in Australia and married with two sons, Raphael’s unique and diverse experience sees him well positioned to address your personal financial affairs.
