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.BUS BIT, CA, REGISTERED TAX AGENT, DIPFP
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 and also leads Kelly+Partners Startup. He has a real passion for, and specialises in, assisting businesses developing and executing strategies that create business viability.
Daniel is married to his high school sweetheart Jessica. His interests include sports, study and family. Daniel is blessed to have a large extended family and spends most of his spare time between BBQs with them and getting some sun on the beach.
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.