Corporate Advisory

Contact Details

Phone: (02) 9923 0800

Email: info@kpcorporateadvisory.com.au

Address: L53, MLC Centre, 19 Martin Place,
Sydney NSW 2000

Postal Address: L53, MLC Centre, 19 Martin Place,
Sydney NSW 2000

Fax: (02) 9233 8464

ABN: 11 621 329 771

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Corporate Advisory Team

The Kelly+Partners Corporate Advisory team comprises of experienced and talented finance professionals, who are focused on delivering positive and professional outcomes for clients. In total, our team has over 70 years experience in finance, corporate advisory and commercial transactions. 

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Brett Kelly

Sydney - CBD

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.

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Brendan Lyons

Sydney - CBD

BSC, MAPPFIN, GRADDIPAPPFIN

Director

Brendan joined Kelly+Partners in January 2017 as Head of Corporate Development. He has over 20 years experience in equity markets, financial analysis, and business management.

Previously, Brendan was co-Head of Australian Equities at Goldman Sachs for 4 years from 2012 to 2015. In total, he worked for Goldman Sachs / JBWere for 18 years, including 10 years
as an equity partner. During this time, Brendan held various senior roles in Institutional Equities and Equities Research across Sydney, Melbourne, London and New York.

Prior to this, he worked at Deutsche Bank for 4 years as an equities analyst. More recently in 2016, Brendan consulted to Lithium Power International on their successful public listing on ASX.

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Joyce Au

Sydney - CBD

B.COM, M.COM, M.TAX, CA, MA (LAW)

Corporate Advisor

Joyce has over 10 years experience in accounting, tax, commercial law, corporate transactions, and business operations. She first joined Kelly+Partners in 2006 as part of the launch of the North Sydney office. 

After 5 years in accounting, Joyce took a sabbatical to study law at the University of Cambridge from 2010 to 2012. After completing her studies, she returned to Kelly+Partners in the role of Operations Manager for 2 years. 

In 2015, Joyce joined a boutique law firm for 2.5 years, before returning to Kelly+Partners as part of the corporate advisory team in mid 2017.

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James Russell

Sydney - CBD

B.BUS, DIPMFBM, MAPPFIN, MFAA ACCREDITED FINANCE BROKER

Director

James has over 15 years experience within financial markets.  Early in his career, James spent time in London where he worked for the UK’s financial services regulator, which enabled James to build a strong foundation of compliance and regulation. 

Returning to Australia, James was employed as an equity and derivatives dealer for a global broking house, developing his understanding of corporate strategy and financial performance.  Most recently, James has held numerous roles within the Westpac Banking Corporation where he has gained significant experience and expertise in credit risk management and lending origination. 

James is married to Victoria and they have two children, Edward & Imogen.  His interests include travelling and spending time with family and friends.