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Privacy Policy
KELLY + PARTNERS is committed to treating the personal information we collect in accordance with the Australian Privacy Principles in the Privacy Act 1988 (Cth) (Privacy Act). This policy sets out how Kelly Partners handles personal information. This privacy policy does not apply to personal information collected by Kelly Partners that is exempted under the Privacy Act, for example employee records. Our privacy policy will be reviewed regularly to take account of changes in legislation, technology, and our operations and practices. We aim to ensure the policy is appropriate to the changing environment. We will inform you of any changes
Terms of business
This document together with an Engagement Letter and, where applicable, any subsequent Confirmation Letter, forms the Contract between the specific Kelly Partners office delivering the services (referred to as ‘KELLY + PARTNERS’ ‘We’, ‘Us’ and ‘Our’) and our client (referred to as “you” or “your”). The terms defined in the Engagement or Confirmation Letter have the same meaning in these Terms of Business.
Leadership
Leading a team of more than 200 highly skilled professionals, Kelly+Partners’ corporate structure comprises two levels of management oversight. The Board and Senior Executive team is led by Founder, Executive Chairman and CEO Brett Kelly, and the individual operating businesses are managed by the Senior Client Directors / Owners in each location.
About
Kelly+Partners is a specialist chartered accounting network established in 2006 to provide a better service to private clients, private businesses and their owners, and families. The Kelly+Partners network has grown strongly as a result of the unique vision of its founder – a cohesive team of chartered accountants who are intensely focused on helping our clients manage their entire financial universe and solve their business issues. Kelly+Partners key statistics Growing from two greenfield offices in North Sydney and the Central Coast, Kelly+Partners now consists of 25 operating businesses across 16 locations in Greater Sydney, Melbourne and Hong Kong. In total, we
Overview
We embrace change and are constantly challenging tradition because we have a strong desire to improve the way our industry operates. We do business differently to make our people and clients better off #betteroff.
Strategic Focus: Private Business Owners
Kelly+Partners strategic focus is to help Private Business Owners go somewhere through the use of our financial advice system.
Structure: Owner Directors
Kelly+Partners operates across 13 offices with 43 Client Director owners that specialise in a range of services.
Client System
At the heart of the clients experience of Kelly + Partners is the integration of the skills of a multi-disciplinary team of financial professionals that assist business owners and high net worth individuals in mastering their financial affairs.
Strategy
Kelly+Partners has an impressive track record of growing its business by delivering premium service levels, which leads to a loyal client base and improving market share. The Group's strategic aim is to continue to leverage its brand, centralised resources, technology and sales and service culture, in order to drive revenue and profit growth as it expands its office network through Sydney's strongest business markets.
History
Kelly+Partners was founded in 2006 by Brett Kelly with his wife, Rebecca Kelly. The first partners were Scott Elwin (Central Coast office), Craig Bullock and Ada Poon (North Sydney office) who met while working together. All four of them believed there was an opportunity to create a specialist accounting, taxation and audit firm focused on private businesses and their owners in Sydney in the style of a Swiss private bank, providing a coordinated, personal, excellent and discrete service. Since our inception, we have completed more than 23 growth transactions, building Kelly+Partners to the formidable market position it enjoys today. Over the firm’s 11-year history, we
Succession Partnering Model
The Kelly+Partners Emeritus Program was founded to highlight the contributions directors have made to the growth and success of the company over their career.
Investor Centre
Making it easy for our investors and potential investors to access company and shareholding information is important to us. Here in our Investor Centre, you'll find our ASX announcements, business metrics share price details, and other important information to help manage your shareholding.
Corporate Governance
We are committed to good corporate governance and this is reflected in the way we conduct our business. You can access the key Kelly+Partners Group Holdings corporate governance documents by clicking the links below.
Why invest in Kelly+Partners?
Kelly+Partners provides unique exposure to a defensive and stable segment of the accounting industry with a proven business model that has delivered historical growth. 1. Attractive Industry Dynamics Tax and compliance accounting has become increasingly complex which underpins predictable client demand for our services. Kelly+Partners focuses on SME businesses, which are the largest and most under-serviced segment in the Australian market. Traditional small accounting partnerships are facing numerous challenges, including succession. 2. Proven Operating Model Kelly+Partners has developed a compelling and proven operating model. Our owner-driver structure creates long-term staff alignment, reduces back office costs, and delivers a better client experience. Kelly+Partners
Services
Kelly+Partners have a very defined service list and ideal Client. We have some of the largest, most complex and demanding businesses, owners, individuals and families across private advisory matters in Sydney and nationally.
Preferred Suppliers
The Kelly+Partners Preferred Suppliers List are all approved suppliers that we can refer to. If there is a preferred supplier not on this list, please contact josh.thomas@kellypartners.com.au to add it below.
Video Presentations
Market Eye’s Consumer Conference 2020