Phone: (02) 9923 0800
Address: Level 8, 32 Walker Street,
North Sydney NSW 2060
Postal Address: Level 8, 32 Walker Street,
North Sydney NSW 2000
Fax: (02) 9923 0888
ABN: ABN: 88 165 987 440
We believe integrity is doing 'what you said, when you said'. It is the intelligence, energy and integrity of our people that drives the consistent achievement of exceptional client outcomes.
B.BUS, CA, M.TAX, DIP.FS FP, FTIA, JP
Founder / Executive Chairman / CEO / Senior Client Director
Brett has more than 20 years of commercial and professional accountancy experience. He has specialised in Structuring, Strategy and Valuation. He commenced his career with Price Waterhouse and had worked in senior management roles across Audit, Business Services and Corporate Finance.
Brett is also the best-selling author of four books, has presented to more than two thousand business groups and has twice addressed the National Press-Club, Canberra. Brett has significant expertise advising Private Business Owners, Private Clients and Families of significant wealth.
Brett holds a Bachelors degree in Business from UTS, Masters degree in Taxation from UNSW, is a qualified Financial Planner, a fellow of the Taxation Institute of Australia and a Justice of the Peace in NSW, together with being a Registered Tax Agent.
MBA (FINANCE) SA FIN, DIP. FP
Senior Client Director
Trent joins us from BT Financial Group where he was Director of BT Private Wealth Markets. Prior to this he held senior investment roles at Citigroup Private Bank and Deutsche Bank Wealth Management in Australia, Hong Kong and Singapore. He has been trusted financial advisor to a number of the regions wealthiest families and individuals.
Trent’s in-depth global investment knowledge, industry networks and more than 20 years of industry experience and has proven to be a valuable asset to our clients.
MCOM (FINANCE), BSC (PSYCHOLOGY), KAPLAN RG146
Kim has more than 10 years of experience both in wealth management operations and client management. Kim joins Kelly+Partners Wealth Management from BT Financial Group, where she was Manager of the Private Wealth Markets operations team. Here she oversaw the overall operations and investment settlement process for the private client business.
Prior to this she held senior operational and client management roles with Commonwealth Bank Securities and Optiver. Those roles provided her with in depth knowledge and experience which allows her to provide a high level of service and execution for our valued clients. Kim enjoys travelling and has worked overseas in Toronto and New York.
In her spare time she enjoys cooking for her family and friends.