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
B.BUS, CA, M.TAX, DIP.FS FP, FTIA, JP
Brett is the founder and CEO of Kelly+Partners. He has more than 20 years business advisory and professional accountancy experience, specialising in assisting private clients, private business owners and families.
He commenced his career as a Chartered Accountant with 5 years at Price Waterhouse, and then worked at 3 mid-sized accounting firms. In 2006, Brett founded Kelly+Partners with accounting businesses in North Sydney and the Central Coast, before building out the network to 18 businesses over 13 locations to date.
Brett is also the best-selling author of four books on life, business and wisdom.
B.Bus, 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, which 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 a knowledge of international markets.