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
Founder, Executive Chair, Chief Executive Officer
BBus, CA, MTax, DipFS, RTA, JP
Brett is the founder and CEO of Kelly+Partners. He has more than 20 years commercial and professional accountancy experience, specialising in assisting private clients, private business owners and families.
He commenced his career as a Chartered Accountant with 5 years at Price Waterhouse, and then worked at 3 mid-sized accounting firms. In 2006, Brett founded Kelly+Partners with accounting businesses in North Sydney and the Central Coast, before building out the network to 22 businesses over 15 locations to date.
Brett is also the best-selling author of four books on life, business and wisdom.
Barry Frank
Sydney CBD
CA
Chairman – CBD / Senior Client Director
Barry Frank is the Chairman of Kelly+Partners (Sydney) and has been with the company since 1982. With over 40 years 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. He 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
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 a financial controller of a major listed financial company well as at one of the big four accounting firms.
- P (02) 9233 8866
- F (02) 9233 8464
Vanessa Sirotic
Sydney CBD
CA, BBus(Acct), BSc
Client Director and CFO Specialist
Vanessa is a chartered accountant with more than 18 years experience both in CFO and family office services. Starting her career in a 3 partner practice on Northern Beaches and graduating through PWC, Vanessa spring boarded into CFO and business advisory roles.
With this depth of multiple industry experience Vanessa provides a strategic approach to tax planning and advisory as well as design of effective systems and reporting platforms. Combining innovation with a determined approach within a risk, cost and compliance framework allows for maximised returns at appropriate risk levels. Vanessa works closely with business owners and managers to generate momentum and drive to achieve their goals, successfully delivering outstanding results.
Vanessa is well placed to work with families, combining considerable knowledge on what a diverse range of family members are seeking from a compliance, strategy and advisory point of view with a down to earth committed approach to excellence in service delivery.
- P (02) 9233 8866
- F (02) 9233 8464
Ming Lew
Sydney CBD
BCom, CA
Client Director
Ming was appointed Director in October 2016. With over 16 years 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
BCom, LLB, LLM, MTax, 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 talking with 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) 9233 8464
Peter Cohilj
Sydney CBD
BBus, MTax, CA
Client Director – Tax Consulting
Peter is a specialist tax advisor with over 20 years’ experience in providing business and strategic tax advisory services. He works with a broad range of clients including large listed companies, private family groups, not for profit organisations and individuals.
He provides tax advice on capital gains tax, property development and strata renewal, business acquisitions and divestments, business restructures, tax consolidation, fringe benefits tax and other employment taxes.
Peter is a Chartered Accountant and holds a Masters in Taxation and presents to the broader tax community through the Tax Institute of Australia and the Australian accounting professional bodies.
- 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
BCom, CA
Client Director - Audit Services
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.
- P (02) 9233 8866
- F (02) 9233 8464
Ada Poon
North Sydney
BCom, CA, MCom, JP, SSA™, DipFP
Client Director – SMSF Specialist Advisor
Ada has more than 15 years professional accountancy experience. She has specialised in outsourced finance department services, personal business compliance, taxation and self managed super funds.
- P (02) 9923 0800
- F (02) 9923 0888
Peter Dawkins
North Sydney
BCom, CA, RCA, 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. He was admitted as a partner in 1988 and has assisted in the development and growth of this former mid-tier accountancy practice.
- P (02) 9923 0800
- F (02) 9923 0888
Joel Russell
North Sydney
BBus, CA
Client Director – Strata
Joel has more than 15 years in commercial and public practice as a chartered accountant, and has specialised in Strata Industry for over 10 years. He joined Kelly+Partners in 2007 and became a partner in 2015.
- P (02) 9923 0800
- F (02) 9923 0888
David Anderson
North Sydney
B.Bus (Acc), CA, JP
Client Director
David has more than 30 years commercial and professional accountancy experience. He works with Private Business owners and specialises in personal and business compliance, taxation, outsourced CFO work, creating & driving business strategies and business organisation.
David’s uniqueness comes from his love of people and the connections formed through the professional relationship.
- P (02) 9923 0800
- F (02) 9923 0888
Steve Nicholls
North Sydney
BCom (Acc)
Client Manager - Strata
Steve has more than 20 years experience in commercial services working with many of Australia's largest retailers. Since joining Kelly+Partners in 2016 as an accountant, Steve has been working as a Client Manager in the Strata Audit team.
- 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 in a range of endeavours.
- P (02) 9923 0800
- F (02) 9923 0888
Anna Lewis
Blue Mountains & Central Tablelands
BBus, CA, DipFP
Senior 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 finance manager.
She is the Senior Client Director of Kelly+Partners Blue Mountains & Central Tablelands and is based out of Glenbrook and Bathurst.
- P (02) 6331 7500
- F (02) 6331 8358
Melissa Browne
Blue Mountains
AdvDipAcc, AdvDipFP, MMgmt, MIPA
Associate Director
Melissa Browne is an author and serial entrepreneur. She was the CEO of the award-winning accounting and advisory firm A&TA (Accounting & Taxation Advantage), CEO of the financial planning business for 28-48 year olds who want to financially grow up The Money Barre and Director of Business at the long-day Preschool, Thinkers,inq.
She has written three books, More Money for Shoes, Fabulous but Broke and her most recent, the global best-seller Unf*ck your Finances. Melissa also writes a fortnightly Money column for the Sydney Morning Herald & The Age and is a regular media commentator, writing and speaking for everyone from Cosmopolitan to CEO Magazine to Weekend Sunrise to Triple J. In 2016 she was named one of the Financial Review’s 100 Women of Influence.
Scott Elwin
Central Coast
BCom, 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.
- P (02) 4367 6630
- F (02) 4367 6632
Daniel Chiha
Northern Beaches
BBus/BIT, CA, Registered Tax Agent, DipFP
Client Director
Daniel has over 10 years business advisory and commercial accounting experience. He commenced his career with 4 years at Crowe Horwath, started his own successful business, then joined Coca-Cola Amatil as the financial accounting manager where he led a successful team of 17 professionals.
Daniel is the founding partner of Kelly+Partners Northern Beaches. He has a real passion for, and specialises in, assisting businesses develop and executing strategies that create business viability.
- P (02) 8001 2999
- F (02) 8001 2990
Chris Dent
Northern Beaches
BBus, CA
Client Director
Chris has more than 10 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 businesses manage their tax affairs.
- P (02) 8001 2999
- F (02) 8001 2990
Samatha Hyde
M (Acc), CPA
Client Director
Samantha Hyde joined Kelly+Partners in December 2018 as part of the acquisition of Business Wealth Developments, bringing 10 years of experience in the tax and accounting field.
Having come from an IT background in the UK, she commenced her accounting career overseas in Singapore during which time she completed her Master of Accounting and CPA. Since being in Sydney, Samantha has spent several years working for boutique tax and accounting firms where she developed her career to become a Client Director. She specialises in providing a high level of service to small to medium businesses, whilst creating strong client relationships.
Samantha enjoys the beach, travelling and being active, particularly long walks and pilates.
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, BBus, DipFP
Client Director
Scott is a chartered accountant with 7 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 always been a part of the Hills District community since coming to Sydney 8 years ago and is always looking to meet more members of this great region of Sydney.
- P (02) 8852 5400
- F (02) 8852 5454
Darren Hodgson
Oran Park
BBus(Acc), DipFP, 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.
- P (02) 4629 7788
- F (02) 4629 7789
Lauren Helmrich
Oran Park
BBus(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.
- P (02) 4629 7788
- F (02) 4629 7789
Kim Meredith
South West Sydney
BCom, CPA, Affiliate CA ANZ, JP, Dip.FP, SSA™
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, the SMSF Association. Kim specialises in providing compliance and taxation advice to trustees and other advisors of self managed super funds.
- P (02) 4625 7711
- F (02) 4628 4364
Peter Campbell
South West Sydney
BCom, CPA, Affiliate CA ANZ, ATI, DFP, JP
Senior Client Director
Peter has over 25 years experience across accounting, insolvency and banking. He began his career in accountancy with BCP Accounting & Business Advisors in 2000, with the firm subsequently merging with the Kelly Partners Group. Peter’s expertise is providing trusted accounting and taxation advice to accomplished individuals and their businesses, across a broad range of industries. Peter’s strength lies in really getting to know his client’s needs and taking a personal interest in their endeavours with the aim of helping them to achieve success.
Peter is also involved with Directorships with many local charities and not-for-profit organisations.
- P (02) 4625 7711
- F (02) 4628 4364
Daniel Kuchta
South West Sydney
BCom, CA, JP, Regd Company Auditor
Client Director - Audit Services
Daniel has more than 20 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.
- P (02) 4625 7711
- F (02) 4628 4364
Adam Quinn
South West Sydney
BCom, CA, ATI, DFP
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 in 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.
- P (02) 4625 7711
- F (02) 4628 4364
Karina Rauch
South West Sydney
BCom, 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
BCom, 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.
In particular, Andrew has become a trusted advisor to, and has developed a strong reputation with, McDonalds, servicing over 70 restaurants across the country.
- P (02) 4721 7433
- F (02) 4721 7434
Charbel Geagea
Western Sydney
BBus, 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+Partners in 2007. Charbel specialises in helping clients with all accounting and taxation issues.
- P (02) 4721 7433
- F (02) 4721 7434
Troy Apps
Wollongong
BCom, 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.
- P (02) 4226 1000
- F (02) 4228 0907
Ben Twyford
Wollongong
DipBS, BCom, 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 of Commerce from the University of Wollongong. Ben is also a registered SMSF auditor and a Justice of the Peace in New South Wales.
- P (02) 4226 1000
- F (02) 4228 0907
Ryan McCabe
Wollongong
BCom, CTA, CA, JP, DipFP
Client Director
Ryan is a qualified chartered accountant, and 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.
- P (02) 4226 1000
- F (02) 4228 0907
Marija Murray
Wollongong
BCom, CA
Client Director
Marija began her career in a small Chartered Accountant firm in Wollongong before finding a home with AJ Bartlett Cachia. In December 2012, AJ Bartlett and Cachia merged with Kelly+Partners to become Kelly+Partners Wollongong. Since then, Kelly+Partners Wollongong has been providing local private business owners with expert and tailored financial services and ensuring their long-term profitability and growth.
Marija is passionate about improving her clients’ businesses by helping them to identify areas of improvement in their business operations. She has worked with clients from a wide variety of industries including construction, hospitality, legal firms, retail, aged care and manufacturing.
Albert Cachia
Wollongong
BCom, 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.
- P (02) 4226 1000
- F (02) 4228 0907
Bill Bartlett
Wollongong
BCom, 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.
- P (02) 4226 1000
- F (02) 4228 0907
Paul Dobson
Melbourne CBD
B.Bus, CA, FIPA
Senior Client Director
Paul Dobson has over 27 years experience in the accounting and business services industry. He has been the Principal at SBG Accountants & Business Advisors since 1992. His primary focus is providing strategic advice to private business owners to grow their revenue, profit, business value and personal wealth.
He is passionate about building great relationships with his clients and is driven by their success. He helps his clients to achieve their personal and business objectives, and to proactively capitalise on opportunities.
Paul holds a Bachelor of Business and is a fellow of the Institute of Public Accountants.
Dylan Barry
Melbourne CBD
BCom, 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.
David Duff
Southern Highlands
BCompt(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.
- P (02) 4861 2205
- F (02) 4861 2207
Elisha Hill
Southern Highlands
BCom, 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.
- 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
Inner West
BFA, CA, CTA, RG146, JP
Senior 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 the Managing Director of Kelly+Partners Inner West. He is passionate about helping clients in their business and providing holistic advice to help plan for a secure financial future.
- P (02) 8378 8488
- F (02) 8378 8499
David Le Page
Inner West
MTax, Law, BBus, A.L.G.A., FCPA, Reg Tax Agent
Senior Client Director
David joins us with 20 years experience. He is a Master of Taxation, specialising in Individual and Small Business Taxation returns. As a former Senior Local Government Accounts Inspector and Manager, Finance Branch with the NSW Department of Local Government, he is well versed in Management Review of organisations.
David is a member of two Australian Tax Office working parties: The Family Tax Benefit Working Group and the Tax Practitioners Forum Accounts Working Group.
- P (02) 9818 2920
- F (02) 9555 7952
Michelle Irwin
Inner West
B.BUS, CA, CTA, RG146
Client Manager
Michelle is a Chartered Accountant with more than 10 years of accountancy experience specialising in Personal and Business Compliance, Taxation, Self Managed Superfund’s and Payroll Services. She is passionate about helping others particularly through her volunteer work on multiple not for profit boards.
- P (02) 9818 2920
- F (02) 9555 7952
Joyce Au
Sydney CBD
BCom, MCom, MTax, MA(Law), MAppFin, CA
Corporate Advisor
Joyce has over 14 years experience across accounting, tax, finance, commercial law, corporate transactions and business operations. She 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 in the UK in 2010. After completing her studies, she returned to K+P in the role of Operations Manager for 2 years.
In 2015, Joyce joined a boutique law firm for 2.5 years, before returning to K+P as part of the corporate advisory and investment management team in mid 2017. Joyce recently completed her Masters degree in Applied Finance, and she also holds Masters degrees in Accounting, Tax and Law.
- P (02) 9923 0800
- F (02) 9923 0888
Trent Doughty
Private Wealth
MBA(Finance), SA Fin, DipFP
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
Private Wealth
BCom, DipFP, 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.
- P (02) 9923 0800
- F (02) 9923 0888
Kim Lim
Private Wealth
MCom(Finance), BSc(Psych), 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.
- P (02) 9923 0800
- F 02) 9923 0888
James Russell
Finance
BBus, 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.
- P 0414 448 388
- F (02) 9923 0888