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. FA, CA, CTA, RG146, JP
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.