Finance

Contact Details

Phone: (02) 9923 0800

Email: info@kellypartnersfinance.com.au

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

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

Fax: (02) 9233 8464

ABN: 19 608 194 485

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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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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.