BBus, CA, MTax, DipFS, RTA, JP
Brett has more than 20 years of commercial and professional accountancy experience. He is specialised in structuring, strategy and valuation for private companies.
Brett is the Executive Chairman and CEO of the Kelly+Partners Group (KPG.ASX) which he founded in 2006. 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 five books, has presented to more than two thousand business groups and has twice addressed the National Press Club in Canberra.
Brett has significant expertise in advising the founders & owners of private companies and high-net-worth families on business strategy, operations, finance, valuation, wealth, succession and corporate transactions.
BSc, MAppFin, GradDipAppFin
CIO, Executive Director and Principal
Brendan has 25 years executive and board-level experience across equity markets & transactions, corporate advice & strategy, financial & industry analysis, and investment management.
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
Senior Investment Analyst
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.
In her recent K+P roles, Joyce’s experience extends to legal & financial due diligence, financial modelling & company valuations, review of transaction documents, industry research & sector analysis, and fund administration.
Joyce recently completed her Masters degree in Applied Finance, and she also holds Masters degrees in Accounting, Tax and Law.