The Kelly+Partners Corporate Advisory team comprises of experienced and talented finance professionals, who are focused on delivering positive and professional outcomes for our clients. In total, our team has over 70 years experience in finance, corporate advisory and commercial transactions.
BBus, CA, MTax, DipFS, RTA, JP
Director and Principal
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 20 businesses over 14 locations to date.
Brett is also the best-selling author of four books on life, business and wisdom.
BSc, MAppFin, GradDipAppFin
Director and Principal
Brendan has 25 years executive and board experience including business management, corporate advice & strategy and financial & industry analysis, across global equity markets.
Currently, Brendan is the partner running the corporate advisory and investment management businesses at Kelly+Partners. He first joined K+P in early 2017 to manage the internal IPO process for the company ahead of its ASX listing.
Previously, Brendan worked for Goldman Sachs / JBWere for 18 years, including 10 years as an equity partner. He was co-Head of Australian Equities from 2012 to 2015 in Sydney. Prior to that, Brendan also held various other senior roles at GS/JBW in institutional equities and equities research across Sydney, Melbourne, London and New York.
Brendan’s investment and advisory experience includes private & public companies, corporate transactions & capital raisings, strategic planning & execution, and portfolio management.
BCom, MCom, MTax, MA(Law), MAppFin, CA
Corporate Advisor
Joyce has over 14 years experience across accounting, tax, finance, commercial law, corporate transactions and business operations. She joined Kelly+Partners in 2006 as part of the launch of the North Sydney office.
After 5 years in accounting, Joyce took a sabbatical to study law at the University of Cambridge in the UK in 2010. After completing her studies, she returned to K+P in the role of Operations Manager for 2 years.
In 2015, Joyce joined a boutique law firm for 2.5 years, before returning to K+P as part of the corporate advisory and investment management team in mid 2017. Joyce recently completed her Masters degree in Applied Finance, and she also holds Masters degrees in Accounting, Tax and Law.
BBus, DipFMBM, MAppFin, MFAA accredited finance broker
Debt Advisor
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.