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: 98 614 163 692
The Sydney team have served a number of the country's wealthiest families for more than two decades, some representing more than three generations. Please call reception in advance to make a booking.
B.BUS, CA, M.TAX, DIP.FS FP, FTIA, JP
Brett has more than 20 years commercial and professional accountancy experience, specialising in structuring, strategy and valuation. He commenced his career spending five years with Price Waterhouse and has worked in senior management roles across audit, business services and corporate finance.
Brett is married to Rebecca and they have 2 sons, Thomas and Nicholas, and a daughter, Audrey. Interests include reading, sports – especially snow skiing, fine arts and study. He is the best-selling author of four books: Collective Wisdom, Universal Wisdom, Business Owners' Wisdom and Your Money, Your Choice.
MBA (Finance) SA FIN, DIP. FP, JP
Senior Client Director
Trent joins us from BT Financial Group where he was Director of BT Private Wealth Markets. Prior to this he held senior investment roles at Evans and Partners, Citigroup Private Bank and Deutsche Bank Wealth Management in Australia, Hong Kong and Singapore. He has been trusted financial advisor to a number of the regions wealthiest families and individuals.
Trent’s in-depth global investment knowledge, industry networks and more than 20 years of industry experience has proven to be a valuable asset to our clients.
BCOM, DIP FP, GCERTCOM
Shane has more than 7 years of experience both in wealth management and client relationship management. He joins Kelly+Partners Wealth Management from Absolute Wealth, where he was a Financial Adviser looking after the specific needs of high net worth individuals and families.
Prior to this Shane worked as a Business Development Manager for a Financial Services Research House within wealth management. These roles have provided him with in depth knowledge and experience which allows Shane to provide great advice with a high level of service and execution for our valued clients.
Shane is an avid golfer, sports lover and self-proclaimed wine connoisseur. He enjoys traveling to new places around the world with his wife Rachel.
MCom (Finance), BSc (Psychology), Kaplan RG146
Kim has more than 10 years of experience both in wealth management operations and client management. Kim joins Kelly+Partners Wealth Management from BT Financial Group, where she was Manager of the Private Wealth Markets operations team. Here she oversaw the overall operations and investment settlement process for the private client business.
Prior to this she held senior operational and client management roles with Commonwealth Bank Securities and Optiver. Those roles provided her with in depth knowledge and experience which allows her to provide a high level of service and execution for our valued clients. Kim enjoys travelling and has worked overseas in Toronto and New York.
In her spare time she enjoys cooking for her family and friends.