Phone: (02) 9923 0800
Address: Level 8, 32 Walker Street,
North Sydney NSW 2060 Australia
Postal Address: PO Box 1764,
North Sydney NSW 2059 Australia
Fax: (02) 9923 0888
ABN: 19 608 194 485
BBus, CA, MTax, DipFSFP, FTIA, JP
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 where he 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 in advising Private Business Owners, Private Clients and Families of significant wealth.
Brett holds a Bachelor of Business from UTS, a Master of Taxation from UNSW, is a qualified Financial Planner, a fellow of the Tax Institute of Australia and a Justice of the Peace in NSW, together with being a Registered Tax Agent.
BBus, DipMFBM, MAppFin, MFAA Accredited Finance Broker
James has 15 years experience in commercial banking and financial markets. He joined Kelly+Partners in mid-2017 to launch the debt finance business as a founding partner.
Before joining Kelly+Partners, James held the role of Senior Commercial Banker at Westpac, where he worked for 6 years from 2011 to 2017. During this period, he specialised in credit risk management and debt origination for both public and private businesses across Sydney.
Prior to this, James worked for CMC Markets for 7 years from 2005 to 2011 as an equities and derivatives trader, who developed his understanding of financial markets, investment risk, and corporate strategy. He started his professional career in London working for the UK’s financial services regulator (then called the FSA) for 2 years from 2003 to 2005. This role enabled James to build a strong foundation of compliance and regulation, plus knowledge of international markets.