Kelly Partners Culture Book 2022-2023 by kellypartners

2022/23

You’re Better Off with Kelly+Partners

The publication of our ‘Culture Book’ is an effort to help our growing team, clients, suppliers and friends to better understand why we are in business and how we make a difference by collating some information on our activities and approach! 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 get somewhere 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 – this book shows the difference Kelly+Partners is making in a small way. Thanks for helping us make a difference.

FOUNDER AND CEO

CONTENTS Kelly+Partners Timeline............................................................................................................................9 Brett Kelly......................................................................................................................................................................................................................... 19 Books by Brett Kelly.................................................................................................................................................................................................. 20 Kelly+Partners Reading List................................................................................................................................................................................. 21 ASX Listing....................................................................................................................................................................................................................... 22

Mission, Values, Vision, Story, Manifesto............................................................................................25 Mission................................................................................................................................................................................................................................ 26 Values.................................................................................................................................................................................................................................. 27 Vision................................................................................................................................................................................................................................... 28 Story..................................................................................................................................................................................................................................... 29 Manifesto.......................................................................................................................................................................................................................... 30

Team.................................................................................................................................................................33 People................................................................................................................................................................................................................................. 36 Awards................................................................................................................................................................................................................................ 37 Partners............................................................................................................................................................................................................................. 38

Strategy and Structure..............................................................................................................................45 Why Partner with Kelly+Partners..................................................................................................................................................................... 46 Partner-Owner-Driver.............................................................................................................................................................................................. 47 The Kelly+Partners Difference............................................................................................................................................................................ 48 Kelly+Partners Financial Progress System™.............................................................................................................................................. 49 Services.............................................................................................................................................................................................................................. 50 Net Promoter Score................................................................................................................................................................................................... 51

Office Openings...........................................................................................................................................53 New Offices..................................................................................................................................................................................................................... 54 Welcome Parties......................................................................................................................................................................................................... 56

Client Experiences.......................................................................................................................................59 Be Better Off Show.................................................................................................................................................................................................... 60 Shaquille O’Neal........................................................................................................................................................................................................... 61 Jordan Peterson........................................................................................................................................................................................................... 62 A Night with Billy Joel.............................................................................................................................................................................................. 63 Lawrence A. Cunningham and Stephanie Cuba Client Lunch..................................................................................................... 64 Kelly+Partners Private Wealth Client Dinner............................................................................................................................................ 65 2023 Berkshire Hathaway Annual Meeting, Omaha........................................................................................................................... 66 Ronald McDonald Race Day................................................................................................................................................................................ 67

Culture.............................................................................................................................................................69 Annual Awards Night 2022................................................................................................................................................................................... 70 End of Year Christmas 2022................................................................................................................................................................................. 72 Kick-Off Day 2023....................................................................................................................................................................................................... 74 Partners Retreat 2022.............................................................................................................................................................................................. 76 Partners End of Year Lunch 2022..................................................................................................................................................................... 77 Special Moments......................................................................................................................................................................................................... 78

Community....................................................................................................................................................81 B Corp................................................................................................................................................................................................................................. 82 Scholars Foundation................................................................................................................................................................................................. 84 Cancer Schmancer and City2Surf.................................................................................................................................................................... 86

Testimonials...................................................................................................................................................89 Contact............................................................................................................................................................97

2006 North Sydney

Central Coast

Kelly+Partners North Sydney becomes the very first Kelly+Partners office. Established with only a team of six, North Sydney now consists of more than 50 professionals who have been serving clients for nearly two decades.

Kelly+Partners also launched in Central Coast with an office in Erina to service local business owners.

Ranked 83 in BRW Top 100 Accounting Firms

2012

2011

Norwest

South West Sydney

Kelly+Partners Norwest opens as a greenfield office in one of the fastestgrowing business districts in Sydney.

Kelly+Partners South West Sydney opens in Macarthur Square, Campbelltown. It has been its region’s leading accounting firm for Macarthur businesses for over a decade.

Ranked 41 in BRW Top 100 Accounting Firms

2013

Wollongong

Central Tablelands

Kelly+Partners Wollongong opens following the acquisition of Bartlett & Cachia. Today, it’s one of the fastest-growing local accounting firms in Wollongong.

Kelly+Partners Central Tablelands sets up shop in Bathurst as a local firm serving local business owners and their families.

Ranked 38 in BRW Top 100 Accounting Firms

2007

2008

Western Sydney Kelly+Partners Western Sydney is established in the heart of Penrith CBD, servicing local business owners and their families in the Western Sydney region.

Ranked 63 in BRW Top 100 Accounting Firms

Ranked 69 in BRW Top 100 Accounting Firms

2010 Kelly+Partners Financial Advice System Developed

Ranked 50 in BRW Top 100 Accounting Firms

More than simply helping you stay on top of your tax and compliance, we partner with you to protect, grow and master every aspect of your financial universe. With our unique and proprietary Financial Advice System, we help you to bring structure, organisation and efficient planning to your finances.

2014 Southern Highlands Ranked 38 in BRW Top 100 Accounting Firms

Kelly+Partners Southern Highlands is established in the heart of Bowral, providing services to local clients and businesses.

2015 Northern Beaches Located in Brookvale, Kelly+Partners Northern Beaches opens to service local businesses. It has since expanded its business three times over the past five years.

2016 Kelly+Partners Private Wealth Launched

Grow Program by Kelly+Partners Launched

2017 Sydney CBD

KPG ASX Listing

Kelly+Partners Sydney CBD is established in the MLC Building after acquiring BMF.

Kelly+Partners Group Holdings Limited (ASX: KPG) is listed on the ASX on 21 June 2017. It’s a historic day and is commemorated by our group of partners and the entire Kelly+Partners team.

Kelly+Partners Brand Partnership with Noma Bar Noma Bar is a graphic designer, illustrator and artist, based in London. Bar had created visual representations for Kelly+Partners Manifesto and is now used as the ongoing representation of the company’s recognisable brand. 12

Kelly+Partners Investment Office Opened Kelly+Partners Investment Office (KPIO) is formed as a collective investment vehicle of the Partners in Kelly Partners Group Holdings Limited (ASX:KPG).

Hong Kong

Oran Park

Kelly+Partners opens an office in Hong Kong, offering a larger base of outsourced expertise and services available to clients (specifically in outsourced accounts, payroll services, bookkeeping, and corporate secretarial services).

Located in the Oran Park Podium, Kelly+Partners Oran Park opens in one of Sydney’s fastest-growing suburbs.

Kelly+Partners Scholars Established

Kelly+Partners Minis Launched

Kelly+Partners Scholars Foundation was set up to promote an entrepreneurial scholarship for a study trip to Israel. Since its inception in 2017, the Kelly+Partners Scholars Program has proudly supported students with opportunities that nurture curiosity and inspire ambition to innovate and create change.

A fleet of 23 Mini Coopers launches across Sydney and Greater Sydney offices. Today, you can spot their signature blue and white plus signs on the roof all across Sydney.

2018 Inner West Our Inner West office opens to service local business owners in the Rozelle area.

Kelly+Partners Finance Launched

2019 Melbourne CBD Our marquee office in Melbourne CBD opens! It’s an exciting development for Kelly+Partners and represents a major step forward in our mission to expand our service offering beyond Sydney’s borders.

Ranked 1st in AFR’s Top 10 <$50M Female Revenue

Kelly+Partners is Great Place To Work® Certified for 2021 Great Place to Work® is a national recognition program based on a rigorous methodology and validated employee feedback. The Great Place to Work® organisation conducts one of the largest employee surveys in the world across 58 countries.

Kelly+Partners becomes B Corp Certified Kelly+Partners has officially become a part of the global B Corp movement which harnesses the power of our business growth to create a positive change. B Corp recognises our mission to help the people, businesses and communities we serve be better off.

2022

Canberra

Bendigo Office

The new office at Kingston, Canberra, is a symbol of growth and success for the company. It provides a modern, professional space to conduct business in an efficient manner that meets the needs of our clients. The renovated building also features top-of-the-line technology, custom furniture, and amenities that set us apart from other businesses in the area.

MGR Accountants joins Kelly+Partners to form Kelly+Partners Bendigo, which offers a complete range of services backed by the best national resources and expertise.

2020 Blue Mountains We launch our first office in the Blue Mountains region with the merger of our Blue Mountains and Central Tablelands offices.

Ranked 24th in the AFR’s Top 100 Accounting Firms

Ranked 23rd in the AFR’s Top 100 Accounting Firms

2021 Newcastle

Pittwater

We open our first Hunter Region Office in Newcastle West, previously owned and operated by Shane Roxby.

A new office opens. Conveniently located in the heart of Avalon, just steps away from Avalon Beach. Our accountants work across the Pittwater peninsula.

Hunter Region In July 2022, Addison Partners joins Kelly+Partners to become one of the largest accounting and financial services firms in the Hunter Region. With four offices in Dungog, Singleton, Gloucester, and Taylors Beach, the new partnership represents a great step forward for both firms. 15

Kelly+Partners is Great Place To Work® Certified for 2022 Great Place to Work® is a national recognition program based on a rigorous methodology and validated employee feedback. The Great Place to Work® organisation conducts one of the largest employee surveys in the world across 58 countries.

Maitland In October 2022, Anova Accounting joins forces with Kelly+Partners to become Kelly+Partners Maitland. With their combined expertise, Kelly+Partners Maitland offers a comprehensive suite of services, including tax planning and compliance services.

2023 Brisbane CBD

Malibu, CA

Velocity Accountants and Meritous Accounting joins forces with Kelly+Partners to form Kelly+Partners Brisbane. This new merger brings together an experienced and professional accounting team with a renowned wealth of knowledge in the field.

Kelly+Partners Accountants Malibu leads the way for the expansion of Kelly+Partners in the United States. This office will pave the way for further development and growth into what Kelly+Partners Australia is today. Located in Malibu, California, this office provides excellent services for local and surrounding businesses.

Kelly+Partners makes it on the Best Workplaces™ for Women Australia 2023 list

Kelly+Partners is Great Place To Work® Certified for 2023 Great Place to Work® is a national recognition program based on a rigorous methodology and validated employee feedback. The Great Place to Work® organisation conducts one of the largest employee surveys in the world across 58 countries.

Palm Beach

Leeton

Crowley Calvert & Holmes joins Kelly+Partners in September 2022 to form Kelly+Partners Palm Beach, bringing a wealth of knowledge and experience to the firm. Having served clients for over 25 years, their expertise lies in helping local residents and business owners in the Gold Coast.

In September 2022, Bancrofts Accounting Founded in 1983, in Leeton joins Kelly+Partners accounting and financial services in a new partnership representing a great step forward for both firms.

Balboa Island (Newport), CA Kelly+Partners Accountants Balboa Island, another new United States office, opens. This office is one of many more to come in 2023.

Mumbai, India Kelly+Partners Accountants Mumbai is expanding the reach of Kelly+Partners into India. This office will provide an opportunity for world class team members in and around Mumbai to benefit from the expertise and experience of a trusted global firm.

Bundall

Griffith

Located in the heart of The Gold Coast, Kelly+Partners Bundall has been operating for over 40 years. The Bundall team of accountants has helped local residents and business owners in the Gold Coast region take control of their entire financial universe.

Kelly+Partners Griffith, once Pinnacle HPC located in Griffith, is the primary accounting firm in the Griffith, Riverina region. Managed by 10 partners with extensive knowledge in advising business owners on tax, financial planning, restructuring, compliance and more.

BRETT KELLY Founder and CEO

Brett Kelly is the founder and CEO of Kelly+Partners (ASX:KPG), professional speaker, and best-selling author of four books. Brett holds a bachelor degree in Business and a Masters degree in taxation, is a Chartered Accountant and Registered Tax Agent. He has more than twenty-five years of commercial and professional accountancy experience. He specialises in assisting individuals and families who own private businesses. Brett founded Kelly+Partners Chartered Accountants in 2006 and over 17 years has grown the business to become the private business specialist accounting network’s 21st largest firm in Australia. In June 2017, Kelly+Partners Group Holdings Limited listed on the Australian Stock Exchange (ASX). Kelly+Partners has 95 equity partners, employs over 500 team members and assists 17,500 Private Business Owners from 31 offices in Australia, United States, Mumbai and Hong Kong .

Club in Canberra, to youth, business, community, sales and corporate groups. Brett is an excellent keynote speaker. He has the ability to captivate a wide range of audiences by making a potentially boring topic interesting, relevant and practical. In 1997 at age 22, unemployed, with no money, journalistic experience, connections, or publisher, he picked himself up, interviewed 34 leading Australian achievers – including Bob Hawke, Malcolm Turnbull, Poppy King, Gerry Harvey, Kathryn Greiner, Ray Martin, Imelda Roche, Jeff Kennett, Pat O’Shane and Peter Brock – raised the funds, gathered the expertise to self-publish ‘Collective Wisdom’ in 1998 and made it a national best seller. Each seven years subsequently Brett has published a book focused on growing in wisdom: 2005 Universal Wisdom 2012 Business Owners’ Wisdom 2019 Investment Wisdom.

Kelly+Partners’ philosophy is to make clients ‘Be Better Off’. Inspirational and insightful, Brett has presented to over one thousand audiences ranging from the National Press

BOOKS Books by Brett Kelly

1998

2005

2011

2012

2019

KELLY+PARTNERS READING LIST

Business

Personal

1. Your Money Your Choice

1. Now, Discover Your Strengths

2. Good to Great

2. The Millionaire Next Door

3. Raving Fans

3. How to Win Friends and Influence People

4. Grinding it Out

4. The 7 Habits of Highly Effective People

5. Scaling Up

5. Influence: The Psychology of Persuasion

6. Made in America 7. Be Our Guest 8. The New Gold Standard 9. The Snowball 10. The Billionaire Who Wasn’t 11. 12 Elements of a Great Manager

ASX LISTING

ASX KPG

Celebrating six years of Kelly+Partners Group Holdings Ltd (ASX: KPG). From initial ASX listing on 21 June 2017, to being included in the ASX All Ordinaries index for the first time in 2023, we're incredibly pleased! Here’s to many more years of progress.

+ 24

MISSION We exist to help our people, Private Business Owners and the communities we work in Be Better Off.

VALUES We live by our values: We want the best for others, One Team, One Way, and We do what we say.

VISION

To become the first-choice accounting firm for successful accounting firms inAustralia, United Kingdom, Canada, United States and E urope.

Our unique Partner-Owner-Driver™ model sets us apart from other financial advisory firms. This means every partner in our business is vested in the success of yours. Put simply, we’re business owners advising small business owners. We’re not just accountants, we’re people who understand your challenges, your needs and your ambitions.

STORY Kelly+Partners began with the idea of helping small businesses that wanted to go somewhere.

build and grow great businesses and protect their legacies across generations.

Our close-knit team is driven to help Founder and CEO Brett Kelly launched you gain the control you need of your Kelly+Partners from a single Sydney office entire financial universe, to overcome any 17 years ago. Together, we traded our challenge, now and in the future. way through the Global Financial Crisis, We work with Private Business Owners. the team expanding to become the top Let us help you understand how to meet national accounting firm we are today. and exceed your goals while protecting Today, we’re a multi-award-winning and strengthening your financial financial services firm with a mission to position with our unique Kelly+Partners make our clients, our communities and Financial Flight Plan™ System. You’re our people better off. With 31 locations in good hands, as our team of expert and over 500 team members, we support business accountants are committed to over 17,500 small business owners, highyour success. net-worth individuals and families to

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Meet the talented accounting and finance professionals united in our mission to help you be better off at every turn. Our team of over 500 people, including 95 Partners, service over 17,500 business owners nationwide. Every one of our team members is also an owner in our business via our employee share program.

PEOPLE Since Kelly+Partners’ first hire in 2006, the people we work with have always come first. The way we see it, each new team member becomes a part of our big family. We have great workplaces and look out for each other. We are a business made up of people that have a genuine care for others – from our clients and suppliers to our team members and fellow Partners. The strength of our culture comes from this shared language of support, collaboration and being greater than the sum of our parts. We believe that by helping our people become the best in the world at what they do, they can provide the best services in the world for our clients.

Training and Development Our training and development programs and emphasis on career progression and continuous learning have allowed us to nurture our current and future generations of Partners and Managers. Kelly+Partners offer a range of training and development programs, both in-house and external, that cover everything from technical skills to leadership development. We believe that by investing in our people we are not only increasing their job satisfaction and engagement, but also building a stronger Kelly+Partners for the future.

People and Recruitment Our dedicated People and Recruitment Team works with our Partners to recruit top-tier talent and manage complex HR and compliance matters.

AWARDS A people-first organisation Since Kelly+Partners was founded, we have always strived to be an organisation that puts its team at the heart of everything we do. Our focus on helping our people be better off by living healthier, wealthier and wiser enables them to do their best work for our clients. We are very pleased to have been acknowledged for awards that recognise our efforts to build an environment where people feel like they are a part of a team working towards a greater goal.

Kelly+Partners team members should love coming to work. That’s why we aim to keep a workplace that feels like family – giving everyone the opportunity to learn, feel safe and have a laugh.

PARTNERS

BRETT KELLY FOUNDER AND CEO Balboa Island/Malibu, USA

ADA POON SENIOR PARTNER – SMSF SPECIALIST ADVISOR™

SCOTT ELWIN SENIOR PARTNER

PETER DAWKINS SENIOR PARTNER – STRATA

JOEL RUSSELL PARTNER – STRATA

DANIELA ZACHARIOU PARTNER

Central Coast/Leeton

North Sydney

ANDREW HOWE PARTNER – AUDIT SERVICES

BARRY FRANK CHAIRMAN – CBD / SENIOR PARTNER

MARK PRAG SENIOR PARTNER

JOHN NEWTON PARTNER

North Sydney/Sydney CBD

Sydney CBD

PETER COHILJ PARTNER – TAX CONSULTING

LISHI HUANG PARTNER

North Sydney

STEVE NICHOLLS PARTNER – STRATA

SILJE HOL PARTNER – STRATA

North Sydney

MING LEW PARTNER

SUKETU MAJITHIA PARTNER

JIMMY TRAN PARTNER

TONY NUNES SENIOR PARTNER

Sydney CBD

ANDREW RIDLEY PARTNER

MEREDITH LINDSAY PARTNER

ANNA LEWIS SENIOR PARTNER

Central Coast

Central Tablelands

JOHN KEENAN REGIONAL MANAGING PARTNER

ANGELA FAVELL SENIOR PARTNER

JOHN FARRONATO SENIOR PARTNER

MICHAEL HARRIS SENIOR PARTNER

Griffith

RENAE MOSELEY PARTNER – AUDIT Griffith

GEOFFREY MARIN SENIOR PARTNER

ALLAN ANDREAZZA SENIOR PARTNER

Griffith

KAREN SMITH SENIOR PARTNER

DIANNE HICKEN PARTNER

SALLY BARBARO PARTNER

Griffith

YVETTE STEWART HR SPECIALIST

MARK PEPER SENIOR PARTNER

STUART BERRY SENIOR PARTNER

BRADLEY CROOKS SENIOR PARTNER

DEBBIE INNES HR SPECIALIST

Griffith

Hunter Region

Griffith

ALEXANDRA DUNN PARTNER

MICHAEL ATKINS PARTNER

DAVID IRWIN SENIOR PARTNER

MICHELLE IRWIN CLIENT MANAGER

ALISON ELMER SENIOR PARTNER

RYAN THRELFO PARTNER

Hunter Region

Inner West

Leeton

Maitland

JAMES CARR PARTNER

GRAEME HUGGINS PARTNER

SHANE ROXBY CONSULTANT

Maitland

Newcastle

DANIEL CHIHA SENIOR PARTNER Northern Beaches

CHRIS DENT PARTNER Northern Beaches

NATALIE MCDERMOTT PARTNER Northern Beaches

BIANCA WOODHOUSE PARTNER Northern Beaches

TONY FENWICKE CONSULTANT

PAUL KUCHTA MANAGING PARTNER

SCOTT COOMBES SENIOR PARTNER

DARREN HODGSON SENIOR PARTNER

LAUREN HELMRICH PARTNER

Northern Beaches

Norwest/Sydney CBD

Oran Park

KIRSTY DAWSON PARTNER

SAMANTHA HYDE PARTNER

REX HOEBEN CONSULTANT

DAVID DUFF SENIOR PARTNER

ELISHA HILL SENIOR PARTNER

MELISSA ROFE PARTNER

Oran Park

Pittwater

Southern Highlands

ADAM QUINN SENIOR PARTNER

PETER CAMPBELL SENIOR PARTNER

PETER BERGER SENIOR PARTNER

South West Sydney

DANIEL KUCHTA PARTNER – AUDIT SERVICES

KARINA RAUCH PARTNER

South West Sydney

KIM MEREDITH SENIOR PARTNER – SMSF SPECIALIST ADVISOR™

South West Sydney

Western Sydney

South West Sydney

CHARBEL GEAGEA SENIOR PARTNER

ANDREW ZOGHBI SENIOR PARTNER

TIM MILLARD SENIOR PARTNER

WIL PIEPERS SENIOR PARTNER

ANDREW BERGER PARTNER

EMMA MICALLEF PARTNER

Western Sydney

MELISSA VELLA PARTNER

CHRIS BUTTIGIEG PARTNER

RYAN McCABE SENIOR PARTNER

Western Sydney

Wollongong

TROY APPS SENIOR PARTNER – SMSF SPECIALIST ADVISOR™

MARIJA MURRAY PARTNER

BILL BARTLETT SENIOR CONSULTANT

Wollongong

STEPHEN GRIFFIN PARTNER

ANNEMARIE McCLURE SENIOR PARTNER

ANTHONY CAPPY PARTNER

WARREN POLLOCK AUDIT PARTNER

PAUL DOBSON SENIOR PARTNER

DYLAN BARRY PARTNER

Bendigo

Melbourne CBD

BRONWYN HARRIS PARTNER

CATHY STEWART PARTNER

DAVID LEE CONSULTANT

PETER CLARK CONSULTANT

IAN PRESCOTT SENIOR PARTNER

STEPHEN BRAKE PARTNER

Melbourne CBD

Brisbane CBD

LUKE WOLFE PARTNER

KATE FLANAGAN PARTNER

DEBORAH BARTER PARTNER

KYLIE ALLUM PARTNER

Bundall

Palm Beach

Canberra

MATT FOGARTY HEAD OF WEALTH

TRENT DOUGHTY INVESTMENT AND INSURANCE ADVISOR

STEVE GROGG INVESTMENT ADVISOR

KIM LIM CLIENT SERVICES MANAGER

Private Wealth

KENNETH KO CHIEF FINANCE OFFICER/ PARTNER Hong Kong

TUSHA SONI ASSOCIATE PARTNER Mumbai, India

DANIEL KELLY INVESTMENT ADVISOR

JAMES RUSSELL CLIENT DIRECTOR

Private Wealth

Finance

Private Wealth

WHY PARTNER WITH KELLY+PARTNERS? Building an accounting practice, growing it, and managing it from the beginning to the end of a career takes a huge personal investment of time, energy and sacrifice. We understand more than anyone how challenging it can be to achieve balance between professional success and personal fulfilment. Wanting to do right by your clients and your team often means juggling the responsibilities of being an accountant, marketer, salesperson, business manager, human resources managers, IT technician, and more, all at the same time. Whether you’re trying to create a legacy or grow your firm, everyone needs a support system. Kelly+Partners could be yours.

Becoming a Partner-Owner-Driver™ The Partner-Owner-Driver Model™ is a system that we’ve developed since 2006 to provide accounting firm owners with the leadership, strategic management and centralised back office services that they need to grow successful accounting firms. With 68 transactions completed to date, we have vast experience in managing the integrations of accounting firms into our group. We have helped to transform the profitability and performance of all of the accounting firms that have chosen to join us. Our business model allows our Partner-Owner-Drivers to leverage our competitive advantage, brand equity and proprietary systems for delivering client services. We empower our Partners so they can help their clients and team be better off.

Partner

Owner

Driver

As a Partner, you want to get behind a business that has a vision and a direction that they want to go in, and is actively pursuing that. A business that turns their momentum into something more than just words on a page and actually puts things into action. Kelly+Partners is a great example of that. It’s a progressive business that’s going somewhere.

The opportunity to free myself up to be able to work with our team, to make them better accountants, better advisors, and to help our clients run and grow their businesses in a much better way has been fantastic. We want to attract the best, we want to be the best for our clients, and we want to be able to make sure we’ve got the best team. Kelly+Partners helps us to not only aspire to being the best but to achieve it.

We continue to own a substantial portion of the business, with all of us still having equity, some of us unchanged. We’re still locally owned, but now we are part of a 500+ strong family in Kelly+Partners. We believe that our partnership with Kelly+Partners is the best way forward for ourselves, our families, our staff, and our clients.

SENIOR CLIENT DIRECTOR, NSW FIRM

SENIOR CLIENT DIRECTOR, REGIONAL VIC FIRM

CLIENT DIRECTOR, MELBOURNE CBD FIRM

THE KELLY+PARTNERS DIFFERENCE Get your entire financial universe organised with a proactive team and a proven system for helping business owners grow. We get to know you and your goals so that we can tailor our expert advice to your situation. We build solutions based on your needs, working with you to create a plan that will help you achieve financial progress. More than simply helping you stay on top of your tax and compliance, we partner with you to protect, grow and master every aspect of your financial universe. With our unique and proprietary Financial Progress System™, we help you to bring structure, organisation and efficient planning to your finances.

Forward-Looking Advice

24/7 Access

We’ve got your books and your back.™ We go beyond standard compliance so you, your business, and your family grow and thrive.

Our accountants understand the challenges you face. That’s why we’re on call whenever, wherever, and however you need us. We don’t sleep unless you do.

Transparency

Community

Our value-based, fixed-fee engagement model gives you confidence through complete transparency.

We’re committed to supporting businesses, individuals, and communities because we believe we’re all better off together.

KELLY+PARTNERS FINANCIAL PROGRESS SYSTEM™

Place

Profile

Plan

Progress

We start by getting an accurate, in-depth understanding of where you are and where you want to be in the next five, ten, and twenty years. That way, we can help ensure that you are consistently making progress.

From personal and business finances to wealth management and succession planning, we work with you to organise your financial universe in a single place.

Together, we build a strategy that will help achieve both your business goals and the goals you've set for your personal finances.

We track and monitor key financial metrics monthly or quarterly, using reporting and analytics to ensure you're on track to achieve your objectives.

SERVICES Our approach starts with a thorough understanding of your family, business, and goals. From there, our highly skilled team of accountants and advisors will use our proven system to get you from where you are to where you want to be.

Accounting, Tax and Audit

Business Advisory

Finance, Insurance and Wealth

Estate Planning

OUR NET PROMOTER SCORE The number one way we measure our success is NPS, or Net Promoter Score. -20 -40 -60

-0

+61

When we work with you, our goal is to deliver such an amazing and valuable experience to you that you would enthusiastically recommend us to your friends, family and colleagues.

20 40 60

-80

-100

100

We exist to help our clients be better off Helping our clients be better off is the heart of our business. It’s why we’re driven to grow, to innovate, and to constantly improve to provide our clients with an even better experience. At Kelly+Partners, our systems and services are focused on how we can best help our clients. We have a number of ways to measure this – from the speed of response to client emails and questions and the number of days taken to complete a job, to the depth of our services in helping a client gain greater understanding about their personal finances, business, private wealth and estate planning.

What is the Net Promoter Score? Net Promoter Score, or NPS, is a tool used by companies to measure, understand and improve the loyalty of their customers. Unlike traditional customer satisfaction scores and surveys that tend to be long and complicated, and only look at a single interaction or purchase, NPS measures a customer’s overall experience with the brand. The Net Promoter Score, developed by Fred Reichheld, was a way for companies to connect customer loyalty to sustainable, profitable growth. They did this by asking their customers a single, important question: ‘On a 0 to 10 scale, how likely is it that you would recommend our product, brand or service to a friend or colleague?’ We aim to make every client we work with a Raving Fan by helping them to be better off.

NEW OFFICES July 2022

DUNGOG

GLOUCESTER

SINGLETON

TAYLORS BEACH

Addison Partners joins Kelly+Partners with over 75 years of experience, becoming Kelly+Partners Dungog, Gloucester, Singleton and Taylors Beach, serving the Hunter Region.

September 2022 Bancrofts Accounting joins Kelly+Partners as Kelly+Partners Leeton. Crowley Calvert & Holmes joins Kelly+Partners as our Palm Beach, Queensland team, with over 25 years experience of full-service accounting and financial planning.

October 2022 Anova joins Kelly+Partners. Anova has been providing expert financial solutions and excellent service to business owners across Maitland and the Hunter Valley since 2017.

December 2022 Voltage joins Kelly+Partners. Voltage Accounting joins Kelly+Partners as part of our Brisbane CBD office, providing a full range of services to help their clients and community be better off.

February 2023

LEETON

Kelly+Partners Malibu, California opens. This is our first office in the USA.

May 2023 Our Mumbai office opens welcoming a team of 15 talented professionals who are committed to helping our people be better off.

PALM BEACH

MUMBAI MAITLAND

BRISBANE CBD

MALIBU, CA

WELCOME PARTIES

Hunter Region Welcome

Leeton Welcome

Canberra Welcome

Mumbai Welcome

BE BETTER OFF SHOW The Be Better Off Show® is all about inspiring people to have healthier, wealthier and wiser lives. Hosted by our own Founder and CEO, author, speaker and all round great guy Brett Kelly, this show is breaking the mould of the traditionally held view that ‘accounting is boring!’

Shaquille O’Neal

Jordan Peterson

A Night with Billy Joel, Melbourne

Lawrence A. Cunningham and Stephanie Cuba Client Lunch

Kelly+Partners Private Wealth Client Dinner

2023 Berkshire Hathaway Annual Meeting, Omaha

Ronald McDonald Race Day, Gosford Racecourse

EVENTS At Kelly Partners, we understand that team events are an important part of business. They help to build morale and keep employees engaged. We host 3 major events each year: Kick-off Day, Annual Awards Night and End of Year Christmas.

The Annual Awards Night is an event where we celebrate the achievements of our employees. We give out awards for Years of Service, Most Improved and the Honour of Golden Calculator to the team member of the year. The 2022 Annual Awards Night was held at the Sheraton Grand.

End of Year Christmas is a time for us to come together and celebrate the year that was. We have a party with food, drink and entertainment. This is a great way for us to relax and unwind after a busy year. In 2022, lunch was held at El Camino at The Rocks.

Kelly+Partners Kick-off Day is a day for the whole team to get together and celebrate the start of the year. This is a great opportunity for our business to plan for the year ahead. In 2023, Kick-Off was held at the Sydney Cricket Ground (SCG).

Partners Retreat 2022 Hunter Valley

Partners End of Year Lunch

SPECIAL MOMENTS

CONGRATULATIONS TO NATASHA ROYDEN FROM OUR BENDIGO OFFICE ON THE ARRIVAL OF SONNY SCOTT ROYDEN. 19 MAY 2023

CONGRATULATIONS TO MADDISON GRANGER FROM OUR SOUTH WEST SYDNEY OFFICE ON THE ARRIVAL OF VIOLET HAYDEN AND LILY KATHLEEN. 29 JUNE 2023

CONGRATULATIONS TO ANUJA GUPTA FROM OUR CENTRAL COAST OFFICE ON THE ARRIVAL OF AIDEN. 17 OCTOBER 2022

CONGRATULATIONS TO VANESSA PEEBLES FROM OUR CENTRAL COAST OFFICE ON THE ARRIVAL OF ELEANORE LILLY ANNE PEEBLES.

CONGRATULATIONS TO SINEAD PENNIALL FROM OUR WOLLONGONG OFFICE ON THE ARRIVAL OF DEXTER ROBERT PENNIALL.

CONGRATULATIONS TO TOM MEARS FROM OUR BENDIGO OFFICE ON THE ARRIVAL OF EVIE MAE MEARS. 25 OCTOBER 2022

CONGRATULATIONS TO CHRIS EDWARDS FROM OUR INNER WEST OFFICE ON THE ARRIVAL OF ANNA MARLENE EDWARDS.

CONGRATULATIONS TO ALISON COMAFAY FROM OUR NORWEST OFFICE ON THE ARRIVAL OF JACE BENAIAH COMAFAY. 10 OCTOBER 2022

CONGRATULATIONS TO JASMIN CASTLE FROM OUR ORAN PARK OFFICE ON THE ARRIVAL OF MATIAS NATHAN MOLINA. 19 MAY 2023

CONGRATULATIONS TO KASSEE LOOMES FROM OUR SOUTH WEST SYDNEY OFFICE ON THE ARRIVAL OF COOPER JAY LOOMES. 7 AUGUST 2023

CONGRATULATIONS TO BIANCA WOODHOUSE FROM OUR NORTHERN BEACHES OFFICE ON YOUR ENGAGEMENT.

CONGRATULATIONS TO KRISTEN SMITH FROM OUR CENTRAL COAST OFFICE ON YOUR ENGAGEMENT.

CONGRATULATIONS TO BEN KHAMIS FROM OUR NORTHERN BEACHES OFFICE ON YOUR ENGAGEMENT.

CONGRATULATIONS TO CHRIS FROM OUR CENTRAL COAST OFFICE ON YOUR ENGAGEMENT.

CONGRATULATIONS TO ROSS AND AYESHA KHALIL FROM OUR WESTERN SYDNEY OFFICE ON YOUR WEDDING IN POA

CONGRATULATIONS TO SHIVANK, VARAD, PAYAL AND KETAN FROM OUR MUMBAI OFFICE ON THEIR AMAZING CA GRADUATION SUCCESS.

B CORP B Corp Certified Australian Accounting Firm A Certified B Corporation Kelly+Partners has officially become a part of the global B Corp movement which harnesses the power of our business growth to create a positive change. B Corp recognises our mission to help the people, businesses and communities we serve be better off.

What is a Certified B Corporation? Certified B Corporations are part of a wider movement to redefine business success to align with sustainable goals. B Corp is a trust mark for companies that meet the highest verified standards of social and environmental performance, public transparency and legal accountability. Led by B Lab, the non-profit organisation behind B Corp, the certification’s mission is to create a more sustainable and inclusive economy with opportunities for everyone. Governments can only do so much. This is why businesses such as Kelly+Partners have stepped up to provide solutions to these complex global issues and are being recognised for their work.

How do you become B Corp Certified? To qualify as a B Corp, a business must have an explicit social or environmental mission as well as legally binding responsibility to take into account their team, community, shareholders and the environment.

To certify as an ASX-listed company is rare, given the additional challenges listed companies face in reporting and compliance. It is both an impressive achievement for Kelly+Partners and another step forward for the movement of B Corps in our region – Andrew Davies, CEO of B Lab Australia and New Zealand

B Corps are required to re-verify every three years. This means businesses are accountable to keeping up with the high standards and expectations of B Corp. You can find out more about our score here.

values. We’ve got your books and your back™ and are here to help you be better off.

What does B Corp mean for Kelly+Partners clients?

Joining the Kelly+Partners team means joining a community of people committed to our better off mission. That is, better off for our people, communities and environment.

Supporting a B Corp means knowing you’re part of something bigger. B Corp is quickly becoming a global signpost for business leadership, particularly when it comes to environmental and social impact. Being a B Corporation means you know that we do business as a force for good. When it comes to entrusting your personal and business finances with an accounting firm, you want to know that you’re working with a business that aligns with your

What does it mean to work for a B Corp?

A significant part of qualifying as a B Corp involves looking after your team. At Kelly+Partners we value ‘One Team, One Best Way’ as we work together to create positive change. Every team member at Kelly+Partners is asked to complete a B Corp short course to ensure we’re aligned when it comes to helping the world be better off.

SCHOLARS FOUNDATION Seeing our community better off Beyond our work supporting hard-working business owners, our Foundation endeavours to create a genuine, positive impact in our communities, wherever we can. Here are some examples of the notable causes we’re committed to.

Business leadership for the 21st Century

Location

In this unique program, students will gain access to realworld training to learn how to create successful products and services. Hosted over three days, the workshop will include in-person lectures, practical training sessions and an immersive guided mini-project.

Michael Crouch Innovation Centre – UNSW, Sydney Level G, Hilmer Building (E10), Union Rd, UNSW, Kensington, NSW, 2052

In teams of four to five, students will work on building a technology-focused product or service that meets a market need and solves consumer pain points. Each team will then create a presentation to be delivered to a panel of judges.

Participants +

30 spots available for year 10 and year 11 students

A maximum of 20 students will travel to Israel

The total value of the scholarship program is $2000 per student

Throughout this program, students will explore:

What are the steps to establish a start-up business?

How do you formulate new creative ideas for a business?

What are the different financing options for start-ups?

How do you develop a business model?

What are the current methodologies to develop and test your concept?

PROUD PARTNER OF THE UNSW FOUNDERS PROGRAM

CANCER SCHMANCER Cancer Schmancer is an organisation close to our hearts. Kelly+Partners supported Cancer Schmancer in the 2022 City2Surf, raising over $30,000 for this incredible cause that touches so many lives each and every day. Their mission is to save lives by focussing on genuine health care utilising a three-pronged approach:

Prevention Cancer Schmancer advocates a forward-thinking, holistic, whole-body approach of wellness. Educating young people and adults how to identify and eliminate the causes of cancer and other disease in their daily routines. Like Fran says, “Let’s not get sick in the first place. How’s that for a cure?”

Early Detection The vast majority of cancers are curable when discovered early. Cancer Schmancer provides information on self-examination and early warning signs. “Catch it on arrival, 90 per cent survival!”

Policy Change Cancer Schmancer advocates for government policy change. Currently they are encouraging consumers, especially young people, to use the power of their dollar to dictate responsible manufacturing trends. “If you stop buying harmful products today, manufacturers will stop making them tomorrow.”

Kelly+Partners Inner West have been very professional and accommodating over the years. The best part of their service is they work with you to get the results. FABIAN MATUSZEWICZ

Daniel Chiha and his team at Kelly+Partners Northern Beaches have been servicing our business accounting and taxation needs for over ten years. Their knowledge, advice and support are second to none. They treated our business like it is their own and have shown care and extra support in a time of struggle. They have assisted our business operation to expand in an efficient way and have been able to demonstrate to our team how to better function in order to maximise profits and reduce tax. They have extensive experience across various sectors of Australian industries. I highly recommend Daniel Chiha and his team for any business needing to get back on track or looking for invaluable advice. ALAN JOE

SIMPLY THE BEST! Scott, Paul and the team at Norwest provide exceptional service. Their advice is commercial, real world, relevant and up to the minute. Their understanding of our Industry and Group Operations has lead to a material increase in our bottom line. In my twenty years in senior finance and accounting roles, I can say that Kelly+Partners are by far and away the most professional and responsive firm I have had the pleasure of working with. A TRUE BUSINESS PARTNER.

We engaged Kelly+Partners after a horrible experience with another accounting firm that thought of us as too small to provide good service to. We have had a fantastic experience from the onset. Paul has been super responsive and helpful to our needs and organised a book keeper to audit our accounts which has been so helpful and appreciated. Thank you so much Paul and the team we could not recommend you highly enough. JAMES WELLINGTON

ADAM CORK

Having Brett, Ada and the whole K+P Team in my corner has, literally, saved my business a few times and I can’t imagine them not on my team from here on. We have open, honest discussions even if uncomfortable. The advice is spot on. Their ability to liaise with the ATO or a lawyer is first class and fast. They have taught me to be a Can, not a Can’t. Definitely more than ‘just another friendly accountant’. GEOFF BOWER

These accountants are brilliant. They’re very thorough and stay up to date. Always friendly and personalised with their customer service. We’ve been doing our taxes with them for a long time and wouldn’t think about going anywhere else. JUSTIN WOOD

Senior Partner David Duff has been my trusted accountant for many years. His knowledge, intelligence, professionalism and depth of experience is only eclipsed by his warmth, approachability, directness, sense of humour, and most especially, by how much he cares about his clients. David strikes a perfect balance between straight shooting advice that is well considered before being offered. His attention to detail goes above and beyond the call of duty, and his promptness in responding to emails and phone calls is extraordinary. David has been a pillar of strength and sound advice for me during some very tough times, assisting with complex and difficult matters in a uniquely caring and patient manner. David is not only an expert accountant, but an expert communicator. Whether you have a small business or large, David gives you his full attention, listening intently and quickly grasping issues with an unparalleled focus and understanding. David’s team are an extension of his expertise and a credit to his leadership style. I honestly could not recommend Kelly+Partners in Bowral more highly, and would not hesitate in saying

that this is one accounting firm that has your back, not just your books. They are without doubt the best accounting firm in New South Wales! ANDREW GOSPER

The whole team at Kelly+Partners Western Sydney are a delight to deal with and provide a very efficient service. Nothing is too much trouble for them. We have found their advice and recommendation to be without fault and of great assistance and benefit to our business for over 20 years. We would without question highly recommend Charbel and his team to any business owner. BRUCE MAC

Recently switched to Kelly+Partners after being with another accountancy firm and can’t speak highly enough of their services and people. Easily accessible and great with their comms and follow up. A big thumbs up to Scott and the crew! MARK DONKIN

We had reason to change from our retiring accountants to Rozelle Kelly+Partners. Despite being serviced very well in the past, the service we are getting now is of another level all together. Firstly the focused accounting process is amazing and detailed. And of top level. No ifs or buts. My wife simply is in love with them! It goes without saying that we sing their praises with clear voice. PETER RODOWICZ

Kelly+Partners have looked after our personal and business accountancy needs for over 10 years. Apart from a couple of changes, I particularly like the fact we deal with the same personnel who know our business and understand our financial position. They are quick to answer any queries and explain or clarify if necessary. Their fees are not inexpensive, however I am satisfied they are reasonably fair for the professional service we receive. JEANETTE SAVAGE

WOW, what a difference and it has been one of the best business decisions we have made. We have multiple businesses, lots of team members and assets so there are many moving parts. We now have an accountant who feels like they are part of our business and our journey, due to the level of service and involvement. Our immediate benefits have been amazing. We completed a business Grow Program (assisting us with developing clear strategy); Paul and his team completed a 2 year review / audit, saving us over $20k; and have commenced our company restructure as part of our wealth development plans. As they say, surrounding yourself with the right people changes everything.

our accounts have vastly improved and they have reset our focus on our business. In hindsight I wish we’d joined up with the team at Kelly+Partners Northern Beaches years ago. I couldn’t recommend them highly enough. TIMBAWORX ACCOUNTS

As a recent client and new to small business ownership, the Kelly+Partners team at Pittwater have been great. In our short journey so far, they’ve been highly responsive, very helpful and clear in their advice to set my accounting needs up smoothly. ELIZABETH BARRON

ERIN PIKE

We became clients of Kelly Partners Northern Beaches approximately six months ago and realised instantly what we had been missing out on. Danny and the team are so much more than just accountants. We now have an accountant who we feel is part of our business. Since joining,

Kelly+Partners Accountants are a wonderful team to work with. They are professional, hard-working and super friendly. I would recommend Kelly+Partners Accountants if you’re looking for high quality service when it comes to your accounts and finance needs! NATALIE ISMIEL

K+P Northern Beaches is a business genuinely interested in helping other businesses. The entire team are approachable, personable and professional with a strong understanding of client needs enabling fluid workflow and a bespoke service. The K+P team excel in assisting business owners navigate the current Financial Landscape with a forward-thinking mindset ultimately resulting in positive growth. JOSH CHIRCOP

Scott and the team have been wonderful to work alongside not only for our personal accounting but for our business as well. Scott is professional, knowledgeable and always available when needed. I would recommend Kelly+Partners Norwest to anyone! AMY ELIAS

I could not be happier with the professionalism and responsiveness of the team at Kelly+Partners Pittwater. Daniel, Joel and Sally have been completely thorough and provided a level of service that is second to none. I would strongly recommend anyone looking for any accounting needs to get in touch and experience what great accountants can really do for you. NATHAN HARDY

Kelly+Partners Inner West took over the practice of my former accountant some years ago. Since then Michelle has been looking after my accounting needs with the assistance of her staff. I have found them all to be extremely professional in the work they perform for me and always there when I need questions answered and assistance. This was so particularly during the Covid period when, like all small businesses, I was struggling with the issues that period presented. Michelle was there at all hours ready to provide advice and assist with documentation. A very professional firm that will provide you with personal attention. KAI KALDA

These accountants are the best! Fast, accurate, reliable and friendly.. DENIZ TEK

We recently changed our business accounting over to Kelly+Partners. Within 10 days Paul and the team had us set up and all returns and accounting sorted. They have organised our business financials brilliantly, which has set our business up for future success. Would highly recommend the team at Kelly+Partners! ALICIA HUTTON

Kelly+Partners Northern Beaches are an absolute pleasure to work with. They are personal, prompt to respond to queries, informative, extremely polite and work to a very high standard. Having met the majority of the team, I can vouch for their top-tier professionalism and experience, as well as displaying generally amazing energy that converts to how they deal with their clients. I can hand on heart say that I would only recommend Kelly+Partners Northern Beaches, and do so very highly. Thank you for all your continued support and hard work! MACEY NICHOLLS

I love working with Michelle and David. Their professionalism, knowledge and care has given me a sense of security, giving me peace of mind so I can focus on my business knowing I can trust them with my accounts and giving a warm family feel. RINA TIMPANO

Cannot thank enough the amazing team at Kelly+Partners Rozelle. I have been lacking and behind with my bookwork/invoices, etc. but they got all my tax up to date, and made it look easy. Their supportive team, was always on hand to look after any query I have. Particularly happy with their speed and sound advice across all areas of my business. Highly recommended! And thank you for your great service. JIYFHE YUSORES

‘I found and gathered around me, a bunch of young people, middle-aged people and wise people who also believed that we could create an environment where they could do their best work, where they would be respected, looked after, be happy people, be better off people, and as a result be better professionals.’ – Brett Kelly, Founder and CEO

+ 96

NSW

Dungog

Griffith

PHONE

(02) 4995 7300

(02) 6960 1200

LOCATION

130 Dowling Street Dungog NSW 2420 Australia

135 Yambil St Griffith NSW 2680 Australia

MAILING ADDRESS

PO Box 103 Dungog NSW 2420 Australia

PO Box 1467 Griffith NSW 2680 Australia

PO Box 3616 Erina NSW 2250 Australia

Gloucester

Inner West

PHONE

(02) 6558 2066

(02) 9818 2920

Central Tablelands

LOCATION

PHONE

107 Church Street Gloucester NSW 2422 Australia

766 Darling Street Rozelle NSW 2039 Australia

MAILING ADDRESS

PO Box 355 Gloucester NSW 2422 Australia

PO Box 697 Rozelle NSW 2039 Australia

Central Coast PHONE (02) 4367 6630 LOCATION Suite 2.06, Level 2, Platinum Building, 4 Ilya Avenue Erina NSW 2250 Australia MAILING ADDRESS

(02) 6331 7500 LOCATION 89 William Street Bathurst NSW 2795 Australia MAILING ADDRESS PO Box 767 Bathurst NSW 2795 Australia

Leeton

Newcastle

Northern Beaches

PHONE

(02) 6953 3933

(02) 4926 4499

(02) 8001 2999

LOCATION

17 Wade Avenue Leeton NSW 2705 Australia

4 Hall St Newcastle West NSW 2302 Australia

2A/120 Old Pittwater Road Brookvale NSW 2100 Australia

MAILING ADDRESS

PO Box 838 Leeton NSW 2705 Australia

4 Hall Street Newcastle West NSW 2302 Australia

PO Box 7006 Warringah Mall NSW 2100 Australia

Maitland

North Sydney

Norwest

PHONE

(02) 4936 6185

(02) 9923 0800

(02) 8852 5400

LOCATION

Lvl 1, 15-17 Church Street Maitland NSW 2320 Australia

Level 8, 32 Walker Street North Sydney NSW 2060 Australia

MAILING ADDRESS

PO Box 2095 Green Hills NSW 2323 Australia

PO Box 1764 North Sydney NSW 2059 Australia

Atlas Norwest, Suite 205 Level 2, 2-8 Brookhollow Avenue, Norwest Business Park Baulkham Hills NSW 2153 Australia MAILING ADDRESS PO Box 7084 Baulkham Hills NSW 2153 Australia

Oran Park

Singleton

Southern Highlands

PHONE

(02) 4610 7888

(02) 6571 2577

(02) 4861 2205

LOCATION

Suite 309, Level 3, 351 Oran Park Drive Oran Park NSW 2570 Australia

173b John Street Singleton NSW 2330 Australia

10 Bundaroo Street Bowral NSW 2576 Australia

MAILING ADDRESS

PO Box 3114 Singleton NSW 2330 Australia

PO Box 1555 Bowral NSW 2576 Australia

South West Sydney

Sydney CBD

PHONE

(02) 4625 7711

(02) 9233 8866

LOCATION

Suites 1-8, Kellicar Lane, Macarthur Square, 200 Gilchrist Drive Campbelltown NSW 2560 Australia

L53, 25 Martin Place Sydney NSW 2000 Australia

PO Box 603 Narellan NSW 2567 Australia

Pittwater PHONE (02) 8909 2000 LOCATION 33 Avalon Parade Avalon Beach NSW 2107 Australia MAILING ADDRESS PO Box 7006 Warringah Mall NSW 2100 Australia

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MAILING ADDRESS PO Box 417 Campbelltown NSW 2560 Australia

MAILING ADDRESS GPO Box 4214 Sydney NSW 2001 Australia

Taylors Beach

Wollongong

Melbourne CBD

PHONE

(02) 4052 1500

(02) 4226 1000

(03) 9629 6744

LOCATION

1/7 Sky Close Taylors Beach NSW 2316 Australia

Suite 1, 140 Keira St Wollongong NSW 2500 Australia

Level 28, 333 Collins Street Melbourne VIC 3000 Australia

MAILING ADDRESS

PO Box 2 Anna Bay NSW 2316 Australia

PO Box 1649 Wollongong NSW 2500 Australia

PO Box 304 Collins Street West Melbourne VIC 8007 Australia

Western Sydney

VIC

QLD

PHONE

Bendigo

Brisbane CBD

PHONE

(03) 5443 8888

(07) 3854 2346

LOCATION

1 Somerville St Bendigo VIC 3550 Australia

Level 14/167 Eagle St Brisbane City QLD 4000 Australia

(02) 4726 9666 LOCATION Level 1, 286 High Street Penrith NSW 2750 Australia MAILING ADDRESS PO Box 999 Penrith NSW 2751 Australia

MAILING ADDRESS PO Box 793 Bendigo VIC 3552 Australia

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Bundall PHONE (07) 5503 0088 LOCATION Level 4/27-29 Crombie Ave Bundall QLD 4217 Australia MAILING ADDRESS PO BOX 8755 GCMC QLD 9726 Australia

Palm Beach PHONE

Canberra PHONE (02) 6154 7792 LOCATION Unit 141, Element, 39-43 Eastlake Parade Kingston ACT 2604 Australia MAILING ADDRESS PO Box 27 Mitchell ACT 2911 Australia

GLOBAL Hong Kong PHONE +852 2618 8859 LOCATION Unit 1601, 16/F, Austin Plaza, 83 Austin Road, Kowloon Hong Kong MAILING ADDRESS Unit 1601, 16/F, Austin Plaza, 83 Austin Road, Kowloon Hong Kong

(07) 5534 5155

Balboa Island, CA

LOCATION

PHONE

7 Sixth Avenue Palm Beach QLD 4221 Australia

+61 2 9923 0800

MAILING ADDRESS PO Box 681 Elanora QLD 4221 Australia

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ACT

LOCATION 1306 Park Ave Newport Beach CA 92662 USA

Malibu, CA PHONE +61 2 9923 0800 LOCATION Zuma Plaza 29575 E Pacific Coast Hwy, Suite B Malibu CA 90265 USA

Mumbai, India PHONE +91 9811948244

United Kingdom (Coming Soon)

2 United States 1 Hong Kong 1 India

LOCATION Nesco IT Park, Building 4, North Wing, Western Express Highway, Goregaon East, Mumbai, Maharashtra 400063

28 Australia

MAILING ADDRESS WeWork c/o Tushar Soni Building 4, North Wing, Nesco IT Park, Western Express Highway, Goregaon (East) Mumbai, Maharashtra 400063

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