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.
B.COM, CA, M.COM, 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 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.
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.
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.
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.
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.
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.