Team
The structure and approach of Kelly+Partners attracts talented and dedicated accountants, who in turn enable us to achieve excellent results for our clients in many complex and critical matters.
Team:
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.
- P (02) 9233 8866
- F (02) 9923 0888
Barry Mendel
Sydney CBD
CA, CPA
Deputy Chairman – CBD
Barry Mendel is the Founder of the BMF Group and Deputy Chairman of Kelly+Partners (Sydney). He is highly respected as a business, taxation and strategic advisor and has acted on behalf of prominent individuals and companies, both locally and internationally. He is a Member of the Institute of Chartered Accountants in Australia and is also a registered CPA.
Barry has considerable expertise and experience in Corporate Structuring, Taxation and Valuation Methodologies, as well as Litigation Support.
Barry specialises in Asset Management and Wealth Creation Strategies and is qualified in ASIC’s prescribed training for Financial Planning Professionals.
- P (02) 9233 8866
- F (02) 9233 8464
Barry Frank
Sydney CBD
CA
Managing Director – CBD / Senior Client Director
Barry Frank is the Managing Director of Kelly+Partners (Sydney) and has been with the company since 1982. With over 40 years of experience in the accountancy profession, he is an expert in all aspects of Australian taxation. Barry has a wealth of experience in Superannuation Planning including geared investments.
Barry advises clients at all stages of business development – gaining a deep understanding of each situation to increase profitability and help companies flourish. Barry also plays a key role in mediation and family law settlements.
- P (02) 9233 8866
- F (02) 9233 8464
Mark Prag
Sydney CBD
BCOM, CA
Deputy Managing Director
Mark has been a Director of the firm since 1987 and has over 30 years’ experience in the accountancy profession. He has an in-depth understanding of income tax legislation and superannuation as well as extensive audit experience.
Additionally, Mark specialises in providing tax planning and business advice. He also has the practical benefit of having worked as the financial controller of a major listed financial company as well at one of the big four accounting firms.
- P (02) 9233 8866
- F (02) 9233 8464
Vanessa Sirotic
Sydney CBD
CA, B.BUS (ACC), B.SC
Client Director Business & Family Office Specialist
Vanessa is a Chartered Accountant with more than 15 years experience both in accounting and family office services. Vanessa commenced her career in practice on the Northern Beaches and went on to refine her craft with PWC. Most recently Vanessa has helped transform the Seafirst Australia Family Office and worked closely with the Albert Family of AC/DC fame.
Extremely service focused, Vanessa delivers excellent advisory, compliance and personal support for successful stewardship of family entities and their individual members.
Vanessa is married to Keiran and they have two daughters, Emily & Olivia. Her interests include reading, soccer, a delicious edible garden and she loves supporting female entrepreneurs to make their visionary ideas a systematised reality.
- P (02) 9233 8866
- F (02) 9233 8464
Dave Sharma
Sydney CBD
B.A, Cambridge (Law), M.A Cambridge M.A International Relations
Director and Principal, Government Relations, Incentives & Innovation
Dave Sharma served as Australia’s Ambassador to Israel from 2013 to 2017. This period coincided with some of the busiest and most productive years for the Australia-Israel relationship, with trade, investment and innovation ties strengthened significantly. Dave's leadership and diplomacy delivered a number of achievements for Australia, including securing privileged access for Australia into Israel's start-up economy, improved air linkages, better visa products, negotiations to eliminate double taxation, and the launch of the Tel Aviv Landing Pad - an entry point for Australian entrepreneurs into Israel's high-tech economy.
Dave's leadership kept the Embassy secure and operational during several periods of significant security unrest and tension, including the 2014 Israel-Gaza conflict. He also implemented a staff and resourcing restructure to better align the Embassy to core objectives, and found significant budget savings.
In Canberra, Dave's roles included advising the Prime Minister on Australia's international relations, adviser to the Foreign Minister, managing Australia's diplomatic presence in Africa, and director of the Indonesia desk, looking after one of Australia's most important bilateral relationships.
Overseas, Dave served as political counsellor at the Australian Embassy in Washington DC, and he continues to closely follow US politics and strategic affairs and maintains close relationships there. Dave also served as adviser to the Ambassador for Counter Terrorism and undertook peacekeeping duties with the Peace Monitoring Group in Bougainville, Papua New Guinea.
Dave holds a Bachelor’s Degree and Master’s Degree from the University of Cambridge (with First Class Honours) and a Master’s Degree from Deakin University.
- P (02) 9233 8866
- F (02) 9923 0888
Ming Lew
Sydney CBD
BCOM, CA
Client Director
Ming was appointed Director in October 2016. With over 16 years of experience in the accountancy profession, he joined BMF in 2001 and is highly experienced in all aspects of accounting and tax matters.
Specialising in managing the affairs of high net wealth individuals, Ming graduated from the University of Sydney with a Bachelor of Commerce majoring in Accounting and Finance.
- P (02) 9233 8866
- F (02) 9233 8464
Tony Nunes
Sydney CBD
B.COM, LLB, LLM, M.TAX, CTA
Senior Client Director
Tony has over 22 years’ experience in providing tax advice to clients across a range of industries. He has extensive experience in advising clients on issues affecting cross border transactions, acquisitions and restructures and in all aspects of structuring the ownership and financing of corporations and their operations. He has significant expertise in advising on property transactions and advises some of Australia’s largest private property owners. In addition to having experience across broad ranging tax assignments, Tony has a high level of experience managing clients through taxation reviews and audits by the ATO.
Tony is passionate about working closely with his clients and to talk to them in a language they understand. He brings deep technical expertise to any engagement, with an understanding of its broader commercial impact.
- P (02) 9233 8866
- F (02) 9923 0888
Peter Cohilj
Sydney CBD
B.BUS, M.TAX, CA
Client Director – Tax Consulting
Peter is a Chartered Accountant with more than 15 years experience in tax and business advisory. Peter spent the first 10 years of his career at Crowe Horwath, before working at KPMG and Hall Chadwick.
Peter holds a Masters in Taxation and specialises in dealing across a range of complex tax compliance and consulting issues.
- P (02) 9233 8866
- F (02) 9233 8464
Suketu Majithia
Sydney CBD
M.TAX, CA
Client Director
Suketu has over 16 years of experience in the accountancy and taxation profession. He is highly experienced in providing accounting and tax services to high wealth individuals and business clients in wide range of industries.
Suketu completed his Master of Taxation at the University of Sydney in 2012. He completed his Master of Commerce in 1999 and started with BMF Group in 2000. He is also a member of Chartered Accountants Australia and New Zealand.
- P (02) 9233 8866
- F (02) 9233 8464
Andrew Howe
Sydney CBD
B.COM, CA
Client Director
Andrew has over 20 years professional accountancy experience. He began his career with Coopers & Lybrand (later PricewaterhouseCoopers) in 1990 and, as a Senior Manager in the Private Client Services Division, was responsible for providing audit, taxation, accounting and business advisory services to private companies, not-for–profit entities and multinational subsidiaries.
Andrew’s interests include music, film and literature.
- P (02) 9923 0800
- F (02) 9923 0888
Craig Bullock
North Sydney
BEC, CA, M.TAX, DIPFS, FP, DIPFP
Senior Client Director
Craig has more than 20 years professional accountancy experience. He has been with Kelly Partners since its inception in 2006. He specialises in Taxation, Accounting Assistance and Structuring for private business owners and sees technology as a huge enabler for businesses today.
He is a great supporter of the Northern Suburbs Rugby Football Club of which Kelly Partners North Sydney is a Platinum Sponsor. Craig is married to Jodie and they have 4 young children, Isaac, Khia, Joshua and Chloe.
- P (02) 9923 0800
- F (02) 9923 0888
Ada Poon
North Sydney
B.COM, CA, M.COM, JP, DIPFP
Client Director - SMSF Specialist Advisor
Ada has more than 15 years professional accountancy experience. She has specialised in Outsourced Finance Department Services Personal and Business Compliance, Taxation and Self Managed Superfunds.
Ada is married to Patrick and they have 2 children. Her interests include reading, travel and spending time with her family.
- P (02) 9923 0800
- F (02) 9923 0888
Peter Dawkins
North Sydney
B.COM, CA, REGISTERED COMPANY AUDITOR, FTIA, JP
Senior Client Director - Strata
Peter has more than 25 years experience in public practice as a Chartered Accountant. He began his career in accountancy with Touche Ross & Co. and then for a period of 4 years was a member of the Taxation Division of one of Australia's largest public companies.
Peter joined Griffiths, Forrest & Greer in 1986 and was admitted as a Partner in 1988 and has assisted in the development and growth of this former mid-tier accountancy practice.
Peter is married to Louise. He has 3 children Erin, Nicolle and Samuel. Interests include family, music, soccer and surfing.
- P (02) 9923 0800
- F (02) 9923 0888
Joel Russell
North Sydney
B.BUS, CA
Client Director – Strata
Joel has more than 15 years experience in public practice as a Chartered Accountant. He began his career in accountancy as an Undergraduate Accountant with McBurney & Partners. He began his career with Kelly Partners (North Sydney) Pty Ltd in 2007 and became a Partner in 2015. Interests include surfing, reading and travel.
- P (02) 9923 0800
- F (02) 9923 0888
Rex Hoeben
North Sydney
FCA
Senior Client Director
Rex Hoeben has more than 30 years experience. He began his career in accountancy with Coopers and Lybrand. Then for more than 22 of those years he developed and grew the former mid tier accountancy practice Pritchard Adams. Rex's specific expertise is in the areas of providing trusted advice to accomplished individuals and companies involved is a range of endeavours.
- P (02) 9923 0800
- F (02) 9923 0888
Anna Lewis
Central Tablelands
B.BUS, CA, DIPFP
Client Director
Anna is a Chartered Accountant with more than 13 years accounting experience specialising in the provision of outsourced finance department, tax and advisory services to private business owners.
She commenced her career in a chartered accounting firm in the Sydney CBD where she worked for 5 years before moving to Bathurst. In Bathurst she has worked for two local accounting firms and in a private school as the finance manager.
Anna is married to Phil and has 2 young children, Ruby and Archie.
- P (02) 6331 7500
- F (02) 6331 8358
Scott Elwin
Central Coast
B.COM, CA, Registered Tax Agent, DIPFP
Senior Client Director
Scott is a Chartered Accountant with more than 17 years accounting experience specialising in the provision of compliance, tax and advisory services to Private Business Owners. Scott worked for 10 years in Sydney CBD Chartered Accounting firms and in commercial roles in multinational companies based in London.
Scott is a founding partner of Kelly+Partners Central Coast.
Scott is married to Kylie and together they have 4 young children, Millar, Nicholas, Drew and Olivia.
- P (02) 4367 6630
- F (02) 4367 6632
Kenneth Ko
Hong Kong
B.BUS, CA
Client Director
Kenneth joined Kelly+Partners in 2015 as Finance Manager. He is a Chartered Accountant with more than 10 years chartered and commercial accounting experience. He commenced his career with BDO Chartered Accountants in 2007, and then joined Chandler Macleod in 2011 in a commercial accounting role.
In 2013, he moved to Coca-Cola Amatil to lead their financial accounting team. Kenneth joined Kelly+Partners’ head office in North Sydney as Finance Manager in 2015. He subsequently founded the Hong Kong business in 2016, maintaining his role as Finance Manager.
Chris Dent
Northern Beaches
BBus, CA
Client Director
Chris has more than ten years business advisory and commercial accounting experience.
He commenced his career at Crispin & Jeffery Chartered Accountants as a cadet, while studying part-time and developed his career in Business Services to become a Manager. Chris has a considerable amount of experience with SMSF, Companies and Trusts, which he uses to help families and business manager their tax affairs.
Chris is married to Joanne, and they have a young daughter Sophia. As a family, they enjoy travelling or being active on sunny days in the park or going for hikes.
- P (02) 8001 2999
- F (02) 8001 2990
Paul Kuchta
Norwest
B.BUS, CA, DIPFP
Senior Client Director
Paul is a Chartered Accountant with more than 17 years accounting experience specialising in the provision of compliance, tax and advisory services to Private Business Owners. He commenced his career with Farrar & Company Chartered Accountants where he worked for 10 years before joining Crowe Horwath in 2008.
Paul is a founding partner of Kelly+Partners Norwest.
Paul is married to Jenny and together they have 2 young children, Brodie and Tatum. Paul enjoys surfing, cooking and watching his children play sport on the weekend.
- P (02) 8852 5400
- F (02) 8852 5454
Scott Coombes
Norwest
CA, B.BUS, DIPFP
Client Director
Scott is a Chartered Accountant with 6 years accounting experience. His areas of expertise include compliance, tax strategy, financial modelling and stakeholder management. Scott is passionate about building relationships with clients, getting to know their business and providing personalised advice so they can achieve their goals.
He has a keen interest in following the financial markets, and his hobbies include playing football, going to the gym and socialising. He resides in the Hills District and is the treasurer of his local touch football club.
- P (02) 8852 5400
- F (02) 8852 5454
Darren Hodgson
Oran Park
B.Bus (Acc), DIP.FP, CPA, FNTAA, JP
Senior Client Director
Darren has over 20 years experience in both small accounting practices and large multi-partner firms. He founded his own accounting practice in 2003 before the establishment of Milroy Hodgson Partners in 2006. Darren is a founding partner of Kelly+Partners Oran Park.
Darren's passionate about assisting and encouraging his clients to develop, expand and grow with their business and personal goals. He achieves this by using key analysis tools to identify and encourage growth opportunities. Darren has worked with clients across a number of industries including property development, building and construction, retail, service, real estate, farming and transport.
Darren is married to Sandra and they have 3 sons. His interests include surfing, rugby league, and enjoying time with his family.
- P (02) 4629 7788
- F (02) 4629 7789
Lauren Helmrich
Oran Park
B.BUS (ACC), DIPFP
Client Director
Lauren has over 10 years accountancy experience in public practice. Her career in accountancy actually started with Darren in the commencement of his own practice which became Kelly+Partners Oran Park in 2015.
Lauren has played an integral part in the growth of the firm's clients in both a business and professional manner. She has extensive experience across a range of industries, and has an in depth knowledge of client software packages across all levels.
Lauren is married to Glen and they have 2 children. Her interests include family, beach and music.
- P (02) 4629 7788
- F (02) 4629 7789
Kim Meredith
South West Sydney
BCOM, CPA, JP, SSA™, DIPFP
Senior Client Director - SMSF Specialist Advisor
Kim has over 30 years experience in public practice. The first 13 years were in business services (including superannuation) with a Sydney CBD firm and since then as part of BCP Group / Kelly Partners.
Kim is recognised as an ‘SMSF Specialist Advisor’® with Australia’s peak SMSF body, SMSF Association. Kim specialises in providing compliance and taxation advice to Trustees and other advisors of Self Managed Superannuation Funds.
Kim has two children and her interests include reading, movies, theatre and spending time with family and friends.
- P (02) 4625 7711
- F (02) 4628 4364
Peter Campbell
South West Sydney
B.COM, CPA, DIPFP
Senior Client Director
Peter has more than 20 years experience across accounting, insolvency and banking. He began his career in accountancy with BCP Accounting & Business Advisors. Peter's expertise is in providing trusted advice to accomplished individuals and companies involved in a range of endeavours.
Peter is married to Jeanna and they have two children, Thomas and Olivia. His interests include all sports, especially volleyball, family and just enjoying life.
- P (02) 4625 7711
- F (02) 4628 4364
Daniel Kuchta
B.COM, CA, JP
Client Director – Audit Services
Daniel has more than 15 years experience in audit. He began his career in 1997 with a small city-based Chartered Accounting firm before moving to one of Macarthur's leading financial services groups. Daniel has been responsible for providing audit, taxation, accounting and business advisory services to private companies, not-for-profit entities and multinational subsidiaries.
Daniel is married to Michelle and has three children, Logan, Kaylee and Addison. Interests include quality family time, soccer coaching, voluntary not-for-profit work and the beach.
- P (02) 4625 7711
- F (02) 4628 4364
Adam Quinn
South West Sydney
B.COM, CA, DIPFP
Senior Client Director
Adam joined BCP Accounting & Business Advisors (now Kelly + Partners) in 2004 after a period working in a commercial accounting role. He is a Chartered Accountant, holds a Bachelor of Commerce degree from the University of Wollongong, and is also a director of Macarthur Legal Centre.
Adam’s expertise is providing accounting and taxation advice to help clients take control of their financial space and get to where they want to be. His experience is with privately owned businesses across a broad range of industries, as well as licensed clubs and not-for-profit groups.
Adam is married to Lauren and his interests include music and sports, in particular, rugby league.
- P (02) 4625 7711
- F (02) 4628 4364
Tony Eagar
South West Sydney
B.BUS, FCPA, CTA JP
Senior Client Director
Tony Eagar is a CPA, a registered tax agent and a registered company auditor with over 40 years experience advising a diverse range of clients. Tony commenced his professional career in a large city practice before taking up a cadetship with the Australian Taxation Office, where he gained valuable technical experience in dealing with tax issues and administration, including audits and investigations.
He has developed a reputation as both a tax consultant and business advisor and has a long track record of effectively representing clients in dealing with ATO audit matters.
Tony is married to Anne and they have five adult children.
- P (02) 4625 7711
- F (02) 4628 4364
Karina Rauch
South West Sydney
B.COM, CA, ATI
Client Director
Karina is a Chartered Accountant with public practice experience specialising in providing tax and advisory services to private business owners. She also holds a Bachelor of Commerce from the University of Wollongong and is an Associate of The Tax Institute of Australia.
Karina joined BCP Accounting and Business Advisors, now Kelly+Partners, in 2006. During this time Karina has focused on helping private family businesses across a broad range of industries including construction, medical, real estate and hospitality to reach their financial goals.
- P (02) 4625 7711
- F (02) 4628 4364
Andrew Zoghbi
Western Sydney
B.COM, CA, REGISTERED TAX AGENT, JP, DIPFP
Client Director
Andrew joined Kelly+Partners in 2008 and has over 15 years experience in his field. He holds a Bachelor of Commerce from the University of Western Sydney and is a Chartered Accountant.
Andrew is proactive in helping business owners manage their affairs in an efficient and effective manner. He has considerable experience in providing accounting and tax services to family businesses in a variety of industries, specialising in real estate, property development and franchising.
Particularly, Andrew has become a trusted advisor to, and has developed a strong reputation with McDonalds, servicing over 70 restaurants across the country.
Casually, Andrew loves the outdoors, skiing and spending time with family and friends. He also enjoys fishing and a game of tennis.
- P (02) 4721 7433
- F (02) 4721 7434
Charbel Geagea
Western Sydney
B.BUS, CA, REGISTERED TAX AGENT, JP, DIPFP, REAA
Client Director
Charbel is a Chartered Accountant with over 14 years professional accounting experience. He commenced his career working for City firms, before joining Kelly+Parteners in 2007. Charbel specialises in helping Clients with all accounting and taxation issues.
Charbel grew up in the Penrith area and enjoys health and fitness, sports, travel and spending time with family and friends.
- P (02) 4721 7433
- F (02) 4721 7434
Troy Apps
Wollongong
B.COM, CA, CTA, TA, JP, DIPFP, SSA
Senior Client Director - SMSF Specialist Advisor
Troy is a qualified Chartered Accountant who specialises in business consultation, entity structuring, taxation and corporate value advisory services. He is also an ASIC Registered SMSF Auditor, accredited SMSF Specialist with the Institute of Chartered Accountants of Australia, and SMSF Specialist Advisor with the SMSF Association.
Troy is a dedicated accountant and business consultant working with entities in all industries from development and construction, real estate, engineering, mining, medical, pharmaceutical, legal and other professional services, who aim to fine tune operations and excel in their industry.
Troy is married to Tanika with 3 children Arian, Preston and Savannah. His interests include family, beach, movies and all sports particularly rugby league, union, and soccer.
- P (02) 4226 1000
- F (02) 4228 0907
Ben Twyford
Wollongong
DIPBS, B.COM, JP, CA, DIPFP
Client Director
Ben is a Chartered Accountant with over 11 years accounting experience specialising in the provision of compliance, tax and advisory services to private business owners.
He has obtained a diploma of Business Studies, Certificate in small business enterprise, a Bachelor's degree in Commerce from the University of Wollongong, is a qualified Chartered Accountant, a registered SMSF Auditor and a Justice of the Peace in New South Wales.
Ben has a life partner Bridie and they have 3 children, Amelie, Billie Rose and Locke. His interests include beekeeping and sports, especially cricket. He loves spending time with the family working in their produce garden.
- P (02) 4226 1000
- F (02) 4228 0907
Dylan Barry
Wollongong
B.COM, CA, DIPFP
Client Director
Dylan has experience specialising in business services across a range of industries and enjoys helping his clients achieve their business and personal goals.
He began his career in 2001 with BCP Accounting and Business Advisors which became Kelly+Partners in 2011. Dylan is a Chartered Accountant and holds a Bachelor of Commerce from the University of Western Sydney and is also an Associate of The Tax Institute.
Dylan enjoys keeping an active lifestyle, participating in sports, especially tennis and squash. He is also interested in film, photography and art.
- P (02) 4226 1000
- F (02) 4228 0907
Ryan McCabe
Wollongong
B.COM, CTA, CA, JP, DIPFP
Client Director
Ryan is a qualified Chartered Accountant, a Chartered Tax Advisor with the Taxation Institute of Australia with a Bachelor's degree in Commerce. He has over 15 years of experience working and studying in accounting, taxation and business services field.
He is dedicated to assisting clients in all of their business, accounting and taxation requirements. Ryan strives to achieve the most advantageous results for his clients, applying detailed technical knowledge and experience.
Ryan is married to Lisa. His interests include travel, all sports and spending time with family and friends.
- P (02) 4226 1000
- F (02) 4228 0907
Albert Cachia
Wollongong
B.COM , FCA
Senior Executive Consultant
Albert began his career with Walmsley Cowley in 1961 before joining KPMG (Peat Marwick Mitchell) in 1971. He was a Partner at KPMG from 1982 to 1994, after which he formed Bartlett and Cachia with Bill Bartlett.
Albert has extensive experience in accounting, audit, taxation and corporate insolvencies, with years of experience in many industries including property development, health care, manufacturing, retail and clubs. Albert qualified as a Registered Liquidator in 1981 and has extensive involvement in administrations and corporate recoveries, as well as litigation and valuations.
Albert is active in the community in Rotary and enjoys outdoor activities including camping, kayaking and surfing.
- P (02) 4226 1000
- F (02) 4228 0907
Bill Bartlett
Wollongong
B.COM , CA, CTA
Senior Executive Consultant
Bill has more than 30 years experience in public practice as a Chartered Accountant commencing his career with KPMG Peat Marwick Mitchell in 1972.
Bill has extensive experience in accounting, audit and taxation and the preparation of reports for use in litigation. He services clients over many industries including property development, manufacturing, retail, financial services, legal and construction.
Bill is married to Dianne and has two sons and a daughter. He has a sporting passion for Rugby Union.
- P (02) 4226 1000
- F (02) 4228 0907
David Duff
Southern Highlands
B. COMPT (Hons) CA
Senior Client Director
David has been a principal at Gillespies since 2003 and a Senior Partner of taxation and accounting services at BDO, a top five accounting firm globally.
David is a registered company auditor and is responsible for providing audit, taxation, accounting and business advisory services to private companies and not-for-profit entities.
David is married to Debby, has two children and enjoys travelling and spending time with family.
- P (02) 4861 2205
- F (02) 4861 2207
Elisha Hill
Southern Highlands
B.COM CA
Senior Client Director
Elisha is a chartered accountant with 13 years experience in public practice. She specialises in personal taxation including non residents, family entities and small businesses.
She began her career at PricewaterhouseCoopers, has worked in the Southern Highlands since 2010 and has also tutored in tax law at the University of Wollongong.
Elisha lives locally with her husband and their 2 children. Her interests include horse riding, reading and spending time with her family.
- P (02) 4861 2205
- F (02) 4861 2207
Linda Chapman
Southern Highlands
DIP ACC, NTAA, REG’D TAX AGENT
Client Manager - Small Business
Linda has over 25 years experience in the accounting and taxation industry. She lives in Mittagong where she is active in the local community.
Linda is married to Sean and they have 3 children, 2 daughters and a son. Interests include football, water-skiing, camping and socialising with friends.
- P (02) 4861 2205
- F (02) 4861 2207
David Irwin
Parramatta
B. FA, CA, CTA, RG146, JP
Client Director
David has over 15 years professional accountancy experience where he has specialised in Business and Personal Taxation, Structuring and Superannuation. He regularly advises Clients in a wide range of industries with a particular focus on GST and Small Business Capital Gains Tax.
David is a founding partner of Kelly+Partners Parramatta. He is passionate about helping Clients in their business and providing holistic advice to help plan for a secure financial future.
He is married to Michelle and they have one child, Aloah. His interests include cycling, reading, football and spending time with family and friends.
- P 02 8378 8488
- F 02 8378 8499
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.
- P (02) 9923 0800
- F (02) 9923 0888
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.
- P (02) 9923 0800
- F (02) 9923 0888
Trent Doughty
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.
- P (02) 9923 0800
- F (02) 9923 0888
Shane Hay
BCOM, DIP FP, GCERTCOM
Client Director
Shane has more than 7 years of experience both in wealth management and client relationship management. He joins Kelly+Partners Wealth Management from a boutique wealth management firm, where he was a Financial Adviser looking after the specific needs of high net worth individuals and families.
Prior to this Shane worked as a Business Development Manager for a Financial Services Research House within wealth management. These roles have provided him with in depth knowledge and experience which allows Shane to provide great advice with a high level of service and execution for our valued clients.
Shane is an avid golfer, sports lover and self-proclaimed wine connoisseur. He enjoys traveling to new places around the world with his wife Rachel.
- P (02) 9923 0800
- F (02) 9923 0888
Kim Lim
MCOM (FINANCE), BSC (PSYCHOLOGY), KAPLAN RG146
Client Director
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.
- P (02) 9923 0800
- F 02) 9923 0888
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.
- P (02) 9923 0800
- F (02) 9923 0888