Why Career with Kelly+Partners

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YOU’RE BETTER OFF WITH KELLY+PARTNERS

WHY CAREER WITH KELLY+PARTNERS?

WELCOME TO KELLY+PARTNERS

A WORD FROM BRETT KELLY –FOUNDER +

‘We believe everyone wants to be a valued member of a winning team on an inspiring mission.’

This brochure you are reading now is an effort to help you better understand why we are in business, how we make a difference and why you may want to work with us.

Our number one priority has always been attracting, developing and retaining the best and brightest talent in the market to serve our clients – the outcome of pulling together great people is a really special culture that has developed in its own way.

We continue to experience rapid growth as we are asked by clients and professionals in our industry to help them be better off using our unique systems, approach and understanding to serving clients – delivering a service that allows our clients to achieve their financial goals so they can live their lives less concerned about money matters.

Rather than me prescribing what and how we are – have a read to learn the difference Kelly+Partners is making.

Kelly+Partners Group (ASX:KPG) is one of Australia’s most progressive and fast-growing financial services groups across accounting, wealth, finance and investing.

Established in 2006 and with 34+ locations across Australia, Asia, and the United States, we are growing at over 30% per annum.

We are a certified Great Place to WorkTM four years running, listed as one of the Best WorkplacesTM for Women in Australia in 2023, winner of the Australian Business Awards for Employer of Choice 2022, and a B Corp company that operates with one clear mission: ‘to help our people, Private Business Owners and the communities we work in Be Better Off.’

WE ARE KELLY+PARTNERS
BE BETTER OFF
VALUES
2006 1 2007 2 2008 3 2009 4 2010 5 2011 6 2012 7 2013 8 2014 9 2015 NORTH SYDNEY WESTERN SYDNEY SOUTH WEST SYDNEY NORWEST CENTRAL TABLELANDS SOUTHERN HIGHLANDS CENTRAL COAST WOLLONGONG ORAN PARK HONG KONG
3 PARTNERS 5 PARTNERS 6 PARTNERS 11 PARTNERS 16 PARTNERS 22 PARTNERS 6 TEAM MEMBERS 30 TEAM MEMBERS 100+ TEAM MEMBERS 2 LOCATIONS 3 LOCATIONS 4 LOCATIONS 6 LOCATIONS 7 LOCATIONS 10 LOCATIONS 244 CLIENT GROUPS 2,439 CLIENT GROUPS 7,390 CLIENT GROUPS
HISTORY
9 2015 10 2016 11 2017 12 2018 13 2019 14 2020 15 2021 16 2022 17 2023 18 2024 SYDNEY CBD INNER WEST MELBOURNE CBD PITTWATER CANBERRA MALIBU, USA WOODLAND HILLS, USA BLUE MOUNTAINS NEWCASTLE BENDIGO NEWPORT, USA BURBANK, USA DUNGOG BRISBANE CBD SINGLETON BUNDALL GLOUCESTER GRIFFITH TAYLORS BEACH LEETON PALM BEACH MAITLAND 22 PARTNERS 31 PARTNERS 39 PARTNERS 50 PARTNERS 66 PARTNERS 91+ PARTNERS 150+ TEAM MEMBERS 250+ TEAM MEMBERS 540+ TEAM MEMBERS 11 LOCATIONS 12 LOCATIONS 14 LOCATIONS 16 LOCATIONS 25 LOCATIONS 30 LOCATIONS 32+ LOCATIONS 7,825 CLIENT GROUPS 9,814 CLIENT GROUPS 15,000 CLIENT GROUPS

You are unique

We are not like any other accounting firm. We are a people first organisation that is strongly driven by our values and mission to help private business owners

Be Better Off.

You are on a mission

Like you, we are on a mission to redefine the future of financial services to private business owners. With a remarkable growth rate of 30% per year, we will continue to expand our global presence and set new standards in the industry.

You take care of your team

We empower our team to lead healthier, wealthier, and wiser lives. We are committed to making long-term investments in our team members, enabling them to make progress and achieve greatness both within and beyond the workplace. We consider our mission a success when, as a team, we collectively reach our full potential.

Invest in your future

Earn shares, become an owner and celebrate the success of Kelly+Partners through our employee share scheme.

Future-ready workspaces

Say goodbye to outdated tech. Discover our state-of-the-art office environments equipped with the latest technology and tools to supercharge your workflow.

WHY CHOOSE KELLY+PARTNERS

Rewarding excellence

Benefit from a competitive salary structure, transparent and aligned with industry standards, plus incentives for outstanding performance.

Pathways to leadership and partnership

Realise your career ambitions through clear pathways into leadership and partnership roles across our global office network.

Support and wellbeing

Access group fitness activities and our 24/7

Employee Assistance Program for confidential, solution-focused counselling in person or by phone.

Experience a global career

Explore accounting across continents. Get opportunities to work from our global network of offices across Australia, the USA, Hong Kong and Mumbai.

CAREERS PATHWAYS –FROM OUR PEOPLE

‘I enjoy the people that I work with, being able to play a role in developing the careers of our young professionals, seeing them develop into great professionals and understanding that accounting isn’t just transactional, it’s about actually achieving an outcome and helping people Be Better Off – I find that really rewarding. It’s a very exciting and active business, it’s progressive and it’s great to be involved in that.’

‘I wanted to be in a place that cared about their people’s careers and that’s when I joined Kelly+Partners. I started as a Graduate in 2018 and quickly became a Manager while doing my CA. Then in 2023 I became a Partner. As a Partner I was able to build a team and continue to contribute to an inclusive culture.

Our team at Kelly+Partners has grown a lot, and that’s a testament to the amazing culture we have. There is always learning and smart people around you, and each person is key to the success of the team.’

| Partner | Northern Beaches
Bianca Woodhouse
Adam Quinn | Senior Partner | South West Sydney

‘One of the Kelly+Partners values that most resonates with me is Be Better Off, and I want that for everyone, from our receptionist to our most senior accountants. The thing I enjoy most about my work is helping my team grow and achieve their goals and have that sense of satisfaction coming to work everyday.’

‘The culture here is just phenomenal. Partners take the time to assess each team member and really consider how to help them improve and grow. This supportive environment gives a sense of belonging, motivating the team to maximise their potential and go above and beyond in their roles.’

Annemarie McClure | Senior Partner | Bendigo Aneesh Kaul | Undergraduate Accountant | Norwest

Whether your passion lies in accounting, tax, audit, business advisory, finance, insurance, wealth, or estate planning, Kelly+Partners offers dynamic pathways that cultivate your skills and drive your professional growth.

careers.au@kellypartners.com.au | careers.us@kellypartners.com Reach out to our Talent Acquisition Team today! ARE YOU READY TO START YOUR CAREER WITH KELLY+PARTNERS? @kellypartners Kelly+Partners Chartered Accountants SCAN HERE TO VIEW OUR CAREERS PAGE

We exist to help our People, Private Business Owners, and communities Be Better Off.

kellypartners.com.au

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