Our whole BlueRock community, including employees and clients, is involved in the Be BlueRock Foundation – whether it be on the Foundation Board or Taskforce, establishing a fund, making donations, salary sacrificing or volunteering time.
You can get involved too!
Be BlueRock Foundation Board of Trustees
The Be BlueRock Foundation is governed by an elected Board of Trustees with diverse backgrounds and professional expertise across philanthropy, business advisory, investment, accounting, marketing and law.
Kaitlin Beattie (Secretary)
“What you do makes a difference, and you have to decide what kind of difference you want to make.”
Dr Jane Goodall
Be BlueRock Foundation Taskforce
The Be BlueRock Foundation Taskforce is made up of BlueRock employees with a community spirit who are keen to help our foundation to grow and have a great social impact.
The taskforce meets regularly to perform due diligence on the charities we support and to communicate with those charities on an ongoing basis.
Be BlueRock Foundation Investment Committee
The BlueRock Investment Committee oversees 3 core investment offerings on behalf of BlueRock clients via a Managed Discretionary Account (MDA), or ‘mandated’ portfolio management structure.
These portfolio solutions are delivered via the Mason Stevens Trading Platform as our technology and governance partner, with NAB as the custodian of assets.