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.
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.
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.
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.
BA (Law), MA (Law), MA (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.
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.
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.
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.
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.
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.
B.COM, CPA, JP, SSA™
Manager / SMSF Specialist Advisor
Amanda has 15 years professional accountancy experience. She has specialised in Taxation, and Self Managed Superfunds. Amanda graduated from Griffith University with a Bachelor of Commerce. She is also a qualified CPA, completed a graduate diploma for Self-Managed Super Funds through the University of Adelaide and is in the process of completing her Master of Taxation at Sydney University.
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.