Kelly+Partners Culture Book 2023-24

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Kelly+Partners Culture Book

2023/24

BETTER OFF

@kellypartners

@kellypartners

@kellypartners-accountants

@kelly-partners-accountants

This ‘Culture Book’ provides information on Kelly+Partners’ activities and approach. Its purpose is to help our growing team, clients, suppliers and friends to better understand why we are in business and how we make a difference.

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. We use our unique systems, approach and understanding to deliver a service that allows our clients to achieve their financial goals and live their lives with less concern about money matters.

Thanks for helping us make a difference.

Kelly+Partners Timeline

North Sydney

Kelly+Partners North Sydney becomes the very first Kelly+Partners office. Originally established with a team of just six, North Sydney has grown to more than 50 professionals, serving clients for nearly two decades.

Central Coast

Norwest

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

Wollongong

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 expanded to the Central Coast with the launch at Erina, dedicated to supporting local business owners. Ranked

Ranked 41 in BRW

South West Sydney

Kelly+Partners South West Sydney opens in Macarthur Square, Campbelltown. For over a decade, it has been the leading accounting firm for businesses in the Macarthur region.

Central Tablelands

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

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 69 in BRW Top 100 Accounting Firms

Ranked 63 in BRW Top 100 Accounting Firms

Ranked 50 in BRW Top 100 Accounting Firms

Kelly+Partners Financial Advice System

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.

Ranked 38 in BRW Top 100 Accounting Firms

Southern Highlands

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

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.

Kelly+Partners Private Wealth Launches

Grow Program by Kelly+Partners Starts

Sydney CBD

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

KPG ASX Listing

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 created visual graphics for the Kelly+Partners Manifesto, which are also used as the ongoing representation of the company’s recognisable brand.

Kelly+Partners Investment Office Opens

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

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

Oran Park

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

Kelly+Partners Scholars Foundation Commences

Kelly+Partners Scholars Foundation is established as 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.

Kelly+Partners Minis Launches

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

Inner West

Kelly+Partners Finance

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

Ranked 1 in AFR’s

Top 10 <$50M Female Revenue

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 New South Wales.

Kelly+Partners is Great Place To Work® Certified for 2021

Great Place to Work® is a 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 60 countries.

Kelly+Partners becomes B Corp Certified

Kelly+Partners officially becomes 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.

Canberra

Kelly+Partners opens at Kingston, Canberra, a symbol of growth and success for the company. It provides a modern, professional space to conduct business in an efficient manner. The renovated building also features top-ofthe-line technology, custom furniture and amenities that set us apart from other businesses in the area.

Bendigo

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.

Blue Mountains

Kelly+Partners expands to the Blue Mountains region with the merger of our Blue Mountains and Central Tablelands locations.

Ranked 24 in the AFR’s Top 100 Accounting Firms

Ranked 23 in the AFR’s Top 100 Accounting Firms

Newcastle

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

Pittwater

Kelly+Partners Pittwater opens. It is 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 across Dungog, Singleton, Gloucester and Taylors Beach, the new partnership represents a great step forward for both firms.

Kelly+Partners is Great Place To Work® Certified for 2022

Great Place to Work® is a 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 60 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.

Brisbane CBD

Velocity Accountants and Meritous Accounting join 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.

Malibu, CA

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

Kelly+Partners is Great Place To Work® Certified for 2023

Great Place to Work® is a 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 60 countries.

Palm Beach

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 residents and business owners on the Gold Coast.

Leeton

In September 2022, Bancrofts Accounting in Leeton joins Kelly+Partners. Bancrofts was originally founded in 1983. The new partnership heralds a great step forward for both firms.

Balboa Island (Newport), CA

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

Mumbai, India

Kelly+Partners Accountants Mumbai expands the reach of Kelly+Partners into India. This provides an opportunity for team members in and around Mumbai to benefit from the expertise and experience of a trusted global firm.

Bundall

Located in the heart of the Gold Coast, Teefy Wolfe Accountants, which has been operating for more than 40 years, joins Kelly+Partners to form Kelly+Partners Bundall. The Bundall team helps local residents and business owners on the Gold Coast take control of their financial universe.

Griffith

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

Woodland Hills, CA

Kelly+Partners completes our inaugural U.S. partnership with the Southern Californian-based firm Landau, Swartz & McCarty LLP (LSM) to become Kelly+Partners Woodland Hills LLP.

Partnering with Mike Landau and his team represents a significant step for Kelly+Partners and is a testament to our commitment to expanding in the U.S. market.

Ranked 21 in the AFR’s Top 100 Accounting Firms

OTC Market Listing, USA

Kelly Partners Group Holdings Ltd begins trading on OTCQX under the code KPGHF.

Ranked 71 in LA Business Journal’s Top 100 Accounting Firms

Lower North Shore

We welcome Reising Consulting Services to the Kelly+Partners Group as Kelly+Partners Lower North Shore.

Susan Zhang with Iris Hou and their team provide reliable advice, honest work and well-researched insights, servicing the Lower North Shore.

St. Petersburg, FL and Cary, NC

We partner with US-based FRSCPA, a leading 40-year-old firm in Florida and North Carolina.

Rebranding as KellyPartners+FRS, we welcome new Partners Paul Horowitz, Joan Gibbons, Martha Ford, Ana Herron and their team of 43 professionals.

Kudos International Partnership

Kudos International, a network of more than 60 accounting firms located in 45 countries, chose to partner with Kelly+Partners. Kelly+Partners has acquired a 50.1% interest in the network, under the Kelly+Partners Partner-OwnerDriver® model.

2024

Burbank, CA

We complete our second U.S. partnership with Southern California-based firm Neumeister & Associates in January 2024. Located in Burbank, Jeff Neumeister and his team join Kelly+Partners, strengthening our expansion in the U.S. market.

Ranked 30 in San Fernando Valley Business Journal’s Top 100 Accounting Firms

San Angelo, TX

A new office opens in San Angelo TX, servicing clients from Midland Odessa to Abilene, Big Spring to Brady. The team specialises in dental practices and the oil and gas industry.

Brookvale

We partner with Mukiwa Accounting Services, welcoming founder and managing director Stephen Betts and his experienced team of accounting and bookkeeping specialists to Kelly+Partners.

Ranked 19 in the AFR’s Top 100 Accounting Firms

New Partnership –Sydney CBD

Mitchell & Partners joins Kelly+Partners Sydney CBD. Established in 1964, Mitchell & Partners has grown steadily, driven by a group of dedicated partners and supported by a strong team.

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’s degree in business and a master’s degree in taxation, is a Chartered Accountant and Registered Tax Agent. He has more than 25 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 18 years has grown the business to become the private business specialist accounting network’s 19th largest firm in Australia. Kelly+Partners’ philosophy is to help clients ‘Be Better Off’.

In June 2017, Kelly+Partners Group Holdings Limited listed on the Australian Stock Exchange (ASX), and in 2024 began trading on OTCQX under the code ‘KPGHF’.

Kelly+Partners has 105 equity partners, employs more than 650 team members and assists 23,000 Private Business Owners across the world, from 35 offices in Australia, United States, India and Hong Kong.

Inspirational and insightful, Brett is an excellent keynote speaker. He has presented to more than 1000 audiences ranging from the National Press Club in Canberra, to youth, business, community, sales and corporate groups. 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 and 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. He raised the funds, gathered the expertise and self-published ‘Collective Wisdom’ in 1998, which became a national best-seller.

Since then, every seven years Brett has published a book focused on growing in wisdom:

1998 Collective Wisdom

2005 Universal Wisdom

2012 Business Owners’ Wisdom

2019 Investment Wisdom

KELLY+PARTNERS READING LIST

PERSONAL BUSINESS

SUCCESSION ON GRIEF AND GRIEVING

Elisabeth Kübler-Ross, David Kessler

OGILVY ON ADVERTISING

GROWTH

MISSION

David Ogilvy

CONFESSIONS OF AN ADVERTISING MAN

David Ogilvy

FROM PREDATORS TO ICONS

Michel Villette, Catherine Vuillermot

INVENT AND WANDER

Jeff Bezos, Walter Isaacson

THE SIMPLE PATH TO WEALTH

J.L. Collins

RICH DAD, POOR DAD

Robert T. Kiyosaki, Sharon Lechter

BE MY GUEST

Conrad N. Hilton

THINK AND GROW RICH

Napoleon Hill, Rosa Lee Beeland

HOW TO WIN FRIENDS AND INFLUENCE PEOPLE

Dale Carnegie

BUILT TO LAST

Jim Collins, Jerry I. Porras

ACCELERATING EXCELLENCE

James A. King

THINK AND GROW RICH

Napoleon Hill, Rosa Lee Beeland

A LEGACY THAT LASTS

Trudy Cathy White

THE SOUL OF A LION

Alice von Hildebrand

SUCCESSION EXIT RICH

Michelle Seiler Tucker, Sharon Lechter

THE 22 IMMUTABLE LAWS OF MARKETING

Al Ries, Jack Trout

POSITIONING

Al Ries, Jack Trout

HOW TO BE A CHIEF RISK OFFICER

Jennifer Geary

MEASURE WHAT MATTERS

John Doerr

DOUBLE DOUBLE

Cameron Herold

THE OUTSIDERS

William N. Thorndike Jr.

RAVING FANS

Ken Blanchard, Sheldon Bowles

INFLUENCE

Robert B. Cialdini

NOW, DISCOVER YOUR STRENGTHS

DON CLIFTON, MARCUS BUCKINGHAM

THE SNOWBALL: WARREN BUFFETT AND THE BUSINESS OF LIFE

Alice Schroeder

BLUE OCEAN STRATEGY

W. Chan Kim, Renée Mauborgne

DOUBLE DOUBLE

Cameron Herold

GREAT BY CHOICE

Jim Collins, Morten T. Hansen

GOOD TO GREAT

Jim Collins

Celebrating seven years of Kelly Partners Group Holdings Ltd (ASX:KPG). From our 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 with this milestone. Here’s to many more years of progress.

mission, values Vision, story Manifesto

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 Private Business Owners in Australia, the United Kingdom, Canada, the United States and Europe.

Our proprietary Partner-Owner-Driver™ model sets us apart from other financial advisory firms. Each partner is an owner of their accounting firm, meaning your success is their success.

Put simply, we’re business owners advising 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.

Founder and CEO Brett Kelly launched Kelly+Partners from a single Sydney office 18 years ago. Together, we traded our way through the Global Financial Crisis, and grew to become one of the top national accounting firms.

Today, we’re a multi-award-winning financial services firm with a mission to make our clients, our communities and our people Better Off. With more than 650 team members across 35 locations, we support over 23,000 small business owners, high-net-worth individuals and families to build and grow great businesses and protect their legacies across generations.

Our close-knit team is driven to help you gain the control you need of your entire financial universe, to overcome any challenge, now and in the future. We work with Private Business Owners.

Let us help you understand how to meet and exceed your goals while protecting and strengthening your financial position with our unique Kelly+Partners Financial Flight Plan™ System. You’re in good hands, as our team of expert business accountants is committed to your success.

KELLY+PARTNERS MANIFESTO

It’s not the big who beat the small anymore, but the fast who beat the slow.

It’s not the amount of marble in your reception, but the relevance of your insight.

It’s not an accident who succeeds today, but the deliberate choice of a capable team.

It’s not the latest management fad, but proven principles.

It’s not those who talk about business, but those who, like you, are doing the business.

Kelly+Partners Accountants, we help business owners who want to Be Better Off.

KELLY PARTNERS GROUP HOLDINGS MANIFESTO

It’s not a job being an accountant, but rather a noble mission to help others understand and master their finances.

It’s not a transaction to join Kelly+Partners, but the entering into a high-performance partnership.

It’s not a matter of days where our work has impact, but our efforts echo for decades in the lives of our clients and their families.

It’s not a matter of getting big, but rather undertaking the highest quality work with a habit of excellence.

It’s not what we say about ourselves, but the good name and reputation we build in the hearts and minds of others.

Kelly Partners+Group Holdings, we help accountants Be Better Off.

Kelly+Partners Team

Meet our skilled accounting and finance professionals who support your success at every turn.

Our team comprises more than 650 people, including 105 partners, across 35 locations, serving over 23,000 business owners.

Our expansive network is characterised by a unique culture of collaborative expertise sharing. Team members in Australia, Hong Kong, the United States and India access each other’s specialist knowledge and experience to bring the best advice to clients.

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 who 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, emphasis on career progression and opportunities for continuous learning allow us to nurture our current and future generations of Partners and Managers. Kelly+Partners offers a range of training and development programs, both in-house and external, that cover everything from technical skills to leadership.

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 - AUSTRALIA

A People-First Organisation

Since Kelly+Partners was founded, we have always strived to be an organisation that puts our team at the heart of everything we do. 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.

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

AWARDS - INTERNATIONAL

Ranked 71 in LA Business Journal’s Top 100 Accounting Firms

Kelly+Partners Accountants has been recognised as one of the top 100 accounting firms in Los Angeles, ranking 71 on the Los Angeles Business Journal's list of the 100 largest accounting firms.

Ranked 30 in San Fernando Valley Business Journal’s Top 100 Accounting Firms

Kelly+Partners Accountants has been recognised as one of the top 100 accounting firms in San Fernando Valley, ranking 30 on the San Fernando Valley Business Journal's list of the 100 largest accounting firms.

The recognition from both these publications comes in the firm’s inaugural year of operations in the California market.

Since it’s inception in 2006, Kelly+Partners Accountants has achieved a 30% average revenue growth per annum through successfully executing a programmatic acquisition strategy in the Australian accounting services market, which has now expanded into the U.S. market. Kelly+Partners continues to expand it’s reach to meet the unique needs of Private Business Owners and their families.

NOMINATION

LA Business Journal Top 100 Accountants

We are proud sponsors of the Los Angeles Business Journal’s Top 100 Accountants 2024. This is the third annual Top 100 Accountants event honouring the top accounting professionals in the Los Angeles region for their ongoing efforts as outstanding financial stewards. Hosted by the Los Angeles Business Journal, this event recognises the achievements of leading accountants and firms within the Los Angeles business community.

A big congratulations to our very own Jeff Neumeister – Managing Partner at Kelly+Partners Burbank – for his individual nomination.

PARTNERS

BRETT KELLY FOUNDER AND CEO Balboa Island/Malibu, USA

STEVE NICHOLLS PARTNER – STRATA North Sydney

JOHN NEWTON SENIOR CLIENT DIRECTOR Sydney CBD

ADA POON SENIOR PARTNER –SMSF SPECIALIST ADVISOR™ North Sydney

SILJE HOL PARTNER – STRATA North Sydney

MING LEW PARTNER

SCOTT ELWIN SENIOR PARTNER Central Coast/Leeton

ANDREW HOWE PARTNER –AUDIT SERVICES

SUKETU MAJITHIA PARTNER Sydney CBD

PETER DAWKINS SENIOR PARTNER – STRATA North Sydney

MARK SIMONSON PARTNER –AUDIT SERVICES North Sydney

JIMMY TRAN PARTNER Sydney CBD

JOEL RUSSELL PARTNER – STRATA North Sydney

BARRY FRANK CHAIRMAN – CBD / SENIOR PARTNER Sydney CBD

TONY NUNES SENIOR PARTNER –TAX CONSULTING Sydney CBD

ZACHARIOU PARTNER North Sydney

MARK PRAG SENIOR DIRECTOR Sydney CBD

PETER COHILJ CLIENT DIRECTOR –TAX CONSULTING Sydney CBD

DANIELA

LISHI HUANG PARTNER

Sydney CBD

STEVE BETTS SENIOR PARTNER

Brookvale

ANGELA FAVELL SENIOR PARTNER Griffith

GLENN MERCHANT SENIOR CLIENT DIRECTOR

Sydney CBD

ANDREW RIDLEY PARTNER

JARED PEARSON PARTNER

Sydney CBD

MEREDITH LINDSAY PARTNER

Coast

JOHN FARRONATO SENIOR PARTNER

MICHAEL HARRIS SENIOR PARTNER Griffith

KENNETH FUNG PARTNER

Sydney CBD

JOHN KEENAN REGIONAL MANAGING PARTNER Griffith

KAREN SMITH SENIOR PARTNER

MOK PARTNER

Sydney CBD

MARIN SENIOR PARTNER Griffith

SALLY BARBARO PARTNER Griffith

KHZOUZ PARTNER

SENIOR PARTNER Griffith

RENAE MOSELEY PARTNER – AUDIT Griffith

TIMOTHY
PATRICK
GEOFFREY
ALLAN ANDREAZZA

SPECIALIST

STUART BERRY SENIOR PARTNER Hunter Region

PETER HAIGH PARTNER Hunter Region

RYAN THRELFO PARTNER Maitland

DAVID IRWIN SENIOR PARTNER

BRADLEY CROOKS SENIOR PARTNER Hunter Region

MICHELLE IRWIN CLIENT MANAGER

JAMES CARR PARTNER Maitland

GRAEME HUGGINS PARTNER Newcastle

DEBBIE INNES HR SPECIALIST Hunter Region

ELMER SENIOR PARTNER

ALEXANDRA DUNN PARTNER Hunter Region

SUSAN ZHANG

ATKINS PARTNER Hunter Region

DANIEL CHIHA SENIOR PARTNER Northern Beaches/Pittwater

NATALIE MCDERMOTT PARTNER Northern Beaches

WOODHOUSE PARTNER Northern Beaches

BIANCA
ALISON
IRIS
MICHAEL
YVETTE STEWART

PAUL KUCHTA MANAGING PARTNER

Norwest/Sydney CBD

SAMANTHA HYDE PARTNER Pittwater

DANIEL KUCHTA PARTNER –AUDIT SERVICES

South West Sydney

SCOTT COOMBES MANAGING PARTNER

Norwest/Sydney CBD

ELISHA HILL SENIOR PARTNER Southern Highlands

KARINA RAUCH PARTNER South West Sydney

DARREN HODGSON SENIOR PARTNER Oran Park/Canberra

MELISSA ROFE PARTNER Southern Highlands

PETER BERGER SENIOR CLIENT DIRECTOR Western Sydney

LAUREN HELMRICH MANAGING PARTNER Oran Park

ADAM QUINN SENIOR PARTNER South West Sydney

CHARBEL GEAGEA SENIOR PARTNER Western Sydney

KIRSTY DAWSON PARTNER Oran Park

CAMPBELL SENIOR PARTNER South West Sydney

ANDREW ZOGHBI SENIOR PARTNER Western Sydney

WALSH SENIOR ASSOCIATE

Oran Park/Canberra

MEREDITH SENIOR PARTNER –SMSF SPECIALIST ADVISOR™ South West Sydney

TIM MILLARD SENIOR PARTNER Western Sydney

SEAN
PETER
KIM

WIL PIEPERS SENIOR PARTNER

Western Sydney

TROY APPS

SENIOR PARTNER –SMSF SPECIALIST ADVISOR™ Wollongong

PAUL DOBSON SENIOR PARTNER

Melbourne CBD

ANDREW BERGER PARTNER

Western Sydney

MARIJA MURRAY PARTNER Wollongong

DYLAN BARRY MANAGING PARTNER

Melbourne CBD

EMMA MICALLEF PARTNER

Western Sydney

STEPHEN GRIFFIN PARTNER Bendigo

BRONWYN HARRIS PARTNER

Melbourne CBD

MELISSA VELLA PARTNER

Western Sydney

ANNEMARIE McCLURE SENIOR PARTNER Bendigo

CATHY STEWART PARTNER

Melbourne CBD

MITCHELL CHRISTISON PARTNER

Western Sydney

CAPPY PARTNER Bendigo

LUKE WOLFE PARTNER

Bundall/Brisbane CBD

PARTNER Bendigo

KATE FLANAGAN PARTNER

Palm Beach

ANTHONY
DYLAN SIMMONS
RYAN McCABE SENIOR PARTNER Wollongong
DEBORAH
DANIEL
PAUL
MARTHA
JOAN GIBBONS SENIOR
ANA HERRON SENIOR PARTNER Florida/North Carolina
MICHAEL

strategy and Structure

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 specialist, 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 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

As a Partner, you want to get behind a business that has a vision and a direction that it wants to go in, and is actively pursuing that. A business that turns its 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.

Owner

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.

Driver

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.

THE KELLY+PARTNERS

DIFFERENCE

Quality Accounting is about clarity and due diligence. When new clients come to us looking for a different kind of accountant, we provide clarity, diligently.

Our unique and proprietary Financial Progress System™ enables our team to build the essential relationships and partnerships required to help their clients Be Better Off.

Evidence of the success of those partnerships can be seen in our Net Promoter Score: +72. Compared to the accounting industry’s average of -18.

Kelly+Partners only has one kind of client: Private Business Owners – individuals, small and medium enterprises, and associated families. But we understand each client in this group is unique and we maintain a bespoke focus. Our ethos is built on a promise of personalised service.

Forward-Looking Advice

When you’re ambitious, you expect the same from your partners. We go beyond standard compliance to provide trusted, forward-looking advice.

No surprises

Life and business can be unpredictable. That’s why we provide value-based, fixedfee engagements to give you confidence and transparency.

Accessible

Your business is more than just numbers to us. We understand the challenges of running a business and are here to help whenever, wherever and however you need.

Relationships

Strong relationships are essential to success. We leverage our expansive network to provide unique personal and business opportunities.

KELLY+PARTNERS FINANCIAL PROGRESS SYSTEM™

01 Place

We start by systematically understanding where you are and where you want to be in the next 5, 10, and 20 years, ensuring consistent progress.

We work with you to navigate your financial universe, from personal and business finances to wealth management and succession planning.

03 Plan

Together, we diligently construct a bespoke financial strategy designed to help you achieve your business and personal goals in a timely manner.

04

Progress

We actively analyse and monitor your financial metrics, providing monthly or quarterly reporting to guide you towards achieving 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.

OUR NET PROMOTER SCORE

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 many ways to measure this: the speed of response to client emails and questions; the number of days taken to complete a job; and the depth of our services in helping a client gain a greater understanding of their personal finances, business, private wealth and estate planning.

The number one way we measure our success is a Net Promoter Score (NPS).

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.

What is the Net Promoter Score?

The NPS is a metric 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 NPS, developed by Fred Reichheld, is a way for companies to connect customer loyalty to sustainable, profitable growth.

The survey works by asking 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 become a Raving Fan by helping them to Be Better Off.

Office Openings

NEW OFFICES

August 2023

Teefy Wolfe joins Kelly+Partners as Kelly+Partners Bundall. Since 1984, the Teefy Wolfe team has supported local businesses and not-for-profit organisations, servicing the Gold Coast, Northern NSW and other clients across the country.

January 2024

Kelly+Partners completes our second U.S. partnership with Southern California-based firm Neumeister & Associates, becoming Kelly+Partners Burbank.

December 2023

Kelly+Partners successfully completes our inaugural U.S. partnership with the Southern Californian-based firm Landau, Swartz & McCarty LLP (LSM) to become Kelly+Partners Woodland Hills LLP.

February 2024

Mukiwa Accounting Services joins Kelly+Partners as Kelly+Partners Brookvale. Mukiwa has been providing expert accounting and bookkeeping solutions across the Northern Beaches since 2010.

September 2024

FRSCPA joins Kelly+Partners as KellyPartners+FRS. FRSCPA was a leading 40-year-old firm with offices in Florida and North Carolina, with deep expertise in accounting, tax and advisory services, particularly in supporting McDonald’s® Owner-Operators. This partnership marks Kelly+Partners’ fourth U.S. acquisition.

March 2024

Reising Consulting Services joins Kelly+Partners as Kelly+Partners Lower North Shore. For over 10 years Reising has been working with public practices and Fortune 500 companies.

May 2024

Kelly+Partners San Angelo, Texas opens, serving clients from Midland Odessa to Abilene, Big Spring to Brady and specialising in dental practices and the oil and gas industry.

December 2024

Mitchell & Partners joins Kelly+Partners Sydney CBD. Established in 1964, Mitchell & Partners has grown at a progressive rate, driven by a group of dedicated partners and a strong network of managers and support staff.

WELCOME PARTY GRIFFITH

WELCOME PARTY

EAST SYDNEY

Kudos International, a network of 60+ accounting firms located in 45 countries, has chosen to partner with Kelly+Partners. Kelly+Partners has acquired a 50.1% interest in the network, under the Kelly+Partners Partner-Owner-Driver® model.

Kudos is a member of the Forum of Firms, an association of international networks of accounting firms that perform transnational audits. The Forum promotes consistent and high-quality standards of financial reporting and auditing practices worldwide.

North America South America UK Africa Asia-Pacific

1. Costa Rica 9. Argentina 17. England 30. Egypt 41. Australia

2. Dominica 10. Bolivia 18. Ireland 31. Mauritius 42. Bangladesh

3. Guatemala 11. Brazil 32. Zimbabwe 43. Cambodia

4. Honduras 12. Chile Europe 44. India

5. Mexico 13. Ecuador 19. Bulgaria Middle-East 45. Indonesia

6. Nicaragua 14. Paraguay 20. Cyprus 33. Afghanistan 46. Malaysia

7. Panama 15. Trinidad and Tobago 21. Georgia 34. Jordan 47. New Zealand

8. USA 16. Uruguay

22. Germany 35. Kuwait 48. Singapore

23. Italy 36. Lebanon

24. Luxembourg 37. Qatar

25. Malta 38. Saudi Arabia

26. Spain 39. Turkey

27. Switzerland 40. United Arab Emirates

28. Ukraine

29. Wales

Client Experiences

Berkshire

Hathaway Annual Meeting, Omaha

ONLY BUSINESS OWNERS

It’s often the case that who you know matters more than what you know. We offered our clients the chance to build relationships at our all-inclusive two-day Business Owners event in Sydney on 8 and 9 August, at the Langham Hotel.

Limited to 40 guests, this event featured speakers and breakout sessions focused on health, wealth and wisdom topics, along with insights from trusted experts within the Kelly+Partners network.

Speakers included:

John Howard OM AC SSI David Gonski AC

Tony Perich AM Chelsea Pottenger

Scott Evans Rolf Weber

Business Owners Only

SYDNEY, AU

BE BETTER OFF SHOW

The Be Better Off Show is all about inspiring people to have healthier, wealthier and wiser lives. Hosted by Founder & CEO of ASX listed Kelly+Partners Accountants, Brett Kelly. The Be Better Off Show podcast brings together the world’s most successful entrepreneurs, thought leaders and business experts to share their key insights, advice and tactics to succeed in business.

We held an exclusive dinner, fireside chat and Q&A with Peter Ritchie AO, former Chairman of McDonald’s Australia and first McDonald’s employee outside North America. Held on Wednesday 11 December at the Langham Hotel in Sydney, this exclusive event offered a rare opportunity to learn from a global business icon. We explored how the proven principles behind the Magic of McDonald’s can be applied to transform and grow any business. It was a wonderful opportunity to connect, learn and enjoy great conversations in a beautiful setting.

An evening with Peter Ritchie AO at the langham sydney

THE KELLY+PARTNERS POST

After a six-year sabbatical, we relaunched our quarterly publication offering readers insights into our mission to help clients live healthier, wealthier and wiser lives. We did this because we believe as a business that helping people sort out their financial situation gives them the time, peace of mind and capacity to focus on the important things in life.

TONY PERICH AM – JOINT MANAGING DIRECTOR, PERICH GROUP
LOUISE CORDINA

Kelly+Partners Culture

AWARDS NIGHT 2023

The Annual Awards Night is an event where we celebrate the achievements of our team. We present awards for World Class Team, The Silver Paperclip for admin person of the year, and the team member of the year is honoured with the prestigious Golden Calculator.

The 2023 Annual Awards Night was held at the Overseas Passenger Terminal, Circular Quay.

2023 Managers retreat, The Langham sydney

2023 partners retreat, Melbourne

2023 Partners end of year lunch

diwali

Mumbai Office 1 yeaR ANNIVERSARY

KICK-OFF 2024

Kelly+Partners Kick-Off 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 2024, Kick-Off was held at Luna Park Sydney.

2024 Managers retreat, The Langham gold coast

2024 partners retreat, Hawaii

ANNUAL AWARDS 2024

The 2024 Annual Awards Night was held at the Hyatt Regency Sydney.

2024 partners end of year lunch

SPECIAL MOMENTS

CONGRATULATIONS TO KIRSTY DAWSON FROM OUR ORAN PARK OFFICE AND HER HUSBAND PAUL, WHO WELCOMED THEIR FIRST CHILD JACK WILLIAM DAWSON ON 29 SEPTEMBER 2023

CONGRATULATIONS TO JODIE BUCKLEY FROM OUR BENDIGO OFFICE AND HER HUSBAND WILLIAM TOBIN ON THE ARRIVAL OF THEIR SON RILEY WILLIAM TOBIN ON 11 JUNE 2024

CONGRATULATIONS TO SEAN AND SHANA WALSH FROM OUR CANBERRA OFFICE ON THE SAFE ARRIVAL OF THEIR DAUGHTER GRACE ANNE WALSH

CONGRATULATIONS TO OLIVIA TAI FROM OUR HONG KONG OFFICE ON THE BIRTH OF HER DAUGHTER HILARY

CONGRATULATIONS TO SINEAD AND HER HUSBAND LUKE FROM OUR WOLLONGONG OFFICE ON THE BIRTH OF THEIR DAUGHTER SIMONE MERLE PENNIALL BORN 11 JUNE 2024

CONGRATULATIONS TO BROOKE OSULLIVAN AND HER HUSBAND LACHY FROM OUR GRIFFITH OFFICE ON THE BIRTH OF THEIR SON LUCAS JOEL WEYMOUTH ON 1 MARCH 2024

CONGRATULATIONS TO JOEL RUSSELL FROM OUR NORTH SYDNEY OFFICE ON THE ARRIVAL OF LITTLE MATILDA RUSSELL

CONGRATULATIONS TO BIANCA WOODHOUSE FROM OUR NORTHERN BEACHES OFFICE, AND HER HUSBAND RYAN HARRIS ON THEIR BIG DAY HELD AT BENDOOLEY ESTATE IN BERRIMA

CONGRATULATIONS TO SALLY BARBARO FROM OUR GRIFFITH OFFICE AND HER HUSBAND FRANKIE ON THE BIRTH OF THEIR DAUGHTER

ALISIA MARIE BARBARO ON 16 AUGUST 2024

CONGRATULATIONS TO HAYDEN WALKER FROM OUR WESTERN SYDNEY OFFICE AND HIS WIFE PAIGE AT CHAPEL HILL KURRAJONG, SATURDAY 12 OCTOBER 2024

CONGRATULATIONS TO LACHLAN MARGRAIN FROM OUR BENDIGO OFFICE AND HIS FIANCÉ NIKETA ON THE ARRIVAL OF THEIR DAUGHTER

AMELIA VIOLET MARGRAIN BORN ON 3 NOVEMBER 2024

CONGRATULATIONS TO GEORGIA CAVENAGH-MAINWARING FROM OUR SOUTH WEST SYDNEY OFFICE AND HER HUSBAND DILLON ON THEIR NUPTIALS

kelly+partners Community

SCHOLARS FOUNDATION

Helping our community Be 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

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.

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.

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?

Location

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

Participants

+ 30 spots available for year 10 and year 11 students

+ A maximum of 20 students have the opportunity to travel to Israel

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

PROUD PARTNER OF THE UNSW FOUNDERS PROGRAM

CANCER

SCHMANCER

Cancer Schmancer is an organisation close to our hearts.

Its mission is to save lives by focusing on genuine health care utilising a three-pronged approach:

Prevention

Cancer Schmancer advocates a forward-thinking, holistic, whole-body approach to wellness. Educating young people and adults on 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

Many 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 it’s 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.’

Client Testimonials

Kelly+Partners are very good at advising and getting back to you quickly, which is important when you have a business. They look after the accounting side of the business so that I can focus on the rest. They give me a lot of peace of mind.

Kelly+Partners are focused on the growth of my business. Their advice to me is valuable, I have a better understanding of what the business is doing and they have helped me understand my finances while freeing up a lot of my time as they take care of my accounts.

The experience has been really positive. Kelly+Partners has helped us make a couple of little changes that changed our business within a year. We’ve become profitable on a monthly basis, we’ve become better with our cash flow and we understand our numbers better.

HAYLEY

Kelly+Partners cleaned our accounts up, got everything up to speed and made us compliant. The most valuable advice I get is for tax planning. Our quarterly meetings plan ahead for 6 and 12 months, so we know where we are going with our business and personal finances.

MARIO CONTI

Kelly+Partners are solutions-focused and transparent. I can turn up like a nutty professor with a plan, and they’ll help me structure it. They are a part of my business. It’s nice to do business with people you’d be comfortable going out for a burger and a steak with. If you don’t have that relationship with your accountant, you’re dealing with the wrong firm.

Kelly+Partners is like an extension of my own team. They understand ecommerce, they understand my business, and they understand the needs of my clients. As such, it’s a natural progression for me to recommend Kelly+Partners to my clients, and my clients say the same thing. It’s like having a finance team built around them.

Kelly+Partners have been outstanding working with me and my small business over the past year. Incredibly helpful advice and solutions and brilliant customer service. As my business grows, I look forward to working alongside Kelly+Partners.

What an incredible company. Kelly+Partners are absolute experts in their field, so professional and knowledgeable about many aspects of accounting. Natalie and her team are a pleasure to deal with, I would highly recommend Kelly+Partners to anyone needing first-time solutions, plus companies needing a more sophisticated offering.

These guys are great, a range of services from personal income tax to business services. They are well organised, helpful, experts in their field as well as friendly. I highly recommend them to you.

I get four people on my team, actively working on my business every day. They walk me through my day-to-day finances and give me clarity. Knowing how much money is there gives me the confidence to invest more in areas where we’re doing well.

JAYA YOANNIDIS

A MAN & HIS CAVE

Kelly+Partners Central Coast has been our accountants for many years. Scott and his team are highly knowledgeable, experienced, upto-date on the latest tax laws and regulations. We highly recommend Kelly+Partners to any business owner looking for a reliable and professional accounting partner.

Tim and his team have changed my life. Great communication, and a very affordable service. If you are in need of an accountant in the Penrith and surrounding area, I can highly recommend Kelly+Partners. Thanks again.

David, Michelle, and the team at Kelly+Partners Inner West, have been managing my mortgage brokering business accounting needs for the past 20 years. Their knowledge, expertise and advice have been exceptional in leading my business to prosperity. Their dedication and passion towards their chosen profession reflects the success they have achieved for me.

Working with them has allowed my business to thrive, as the underlying support and guidance that I have received from them is superior.

The entire team are approachable, personable and professional, with a strong understanding of how to navigate their client needs. I couldn’t recommend them more. Thank you David and Michelle, you are simply the best and a true business partner.

PAUL IRWIN

Peter Campbell of Kelly+Partners is one of the most professional accountants we have dealt with. His knowledge, advice and willingness to seek advice from experts within Kelly+Partners allows us to focus on our business.

Kelly+Partners are flexible and they listen. The assistance and understanding during Covid where our business literally dried up overnight will never be forgotten.

Kelly+Partners and their staff are of the highest calibre, ethical, intelligent but most of all, they are human.

Thank you Peter and thank you Kelly+Partners South West Sydney.

JONATHAN HARRIS

Kelly+Partners is responsive, knowledgeable and professional with a real personal and friendly feel. Andrew, Brittany and the team put my mind at ease, knowing all my tax and financials are up to date. I would recommend their services without hesitation!

Kelly+Partners Griffith has been our accountants for some 20 years. They are excellent to deal with and provide very high-quality financial advice.

What stood out most was their attention to detail and their ability to maximise my return while ensuring full compliance with all regulations. They took the time to explain everything clearly, which gave me confidence in the process.

If you’re looking for reliable, professional help with your tax return, I highly recommend Kelly+Partners Accountants.

CLEO BEL

Making the decision to switch to Scott and his team as our accountant has truly been one of the best decisions we’ve made for our business. From day one, he has been incredibly efficient, reliable and thorough in managing our accounts. Scott’s attention to detail and deep knowledge of financial matters has helped streamline our processes, allowing us to focus on growing our business.

He was also able to tidy up the mess left by our previous accountant, ensuring everything was in order and up-to-date. Scott’s proactive approach and clear communication have given us peace of mind, knowing our financials are in good hands.

We couldn’t be happier with the level of service and professionalism he brings to the table. I highly recommend Scott to any business looking for an accountant who can deliver results with integrity and expertise.

Highly recommend Kelly+Partners. Our experience with them has been nothing but positive, they are easy to contact and prompt to respond to any questions we have.

These accountants are brilliant. They’re very thorough and stay up-todate. 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.

Could not recommend Sam and her team more highly. Sam’s dedication and commitment never ceases to amaze us! Her communication skills and personable nature far exceed any experiences we’ve had with previous accountants. If you are looking for an accountant who listens to you, makes you feel like they are a part of your team and values your business growth, the team at Kelly+Partners Pittwater is the perfect choice.

EXOTIC LIVING

I have been engaged in services with Michael and Charbel from Kelly+Partners for quite a few years now, and they have been nothing but outstanding. Excellent and prompt communication, transparent with services and associated costs, always more than happy to assist with queries and provide financial advice I know I can trust. 10/10 recommend!

I’ve been a continuous client of the former Berger Piepers Accounting group, now Kelly+Partners, for over 30 years and I can’t recommend them highly enough. For the entire journey I’ve received excellent service, prompt responses and great advice that have helped my partner and I in our financial management. Thanks Tim, Chris and the broader team.

JUSTIN

‘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.’

kelly+partners Directory

Australia

NSW

Central Coast

PHONE

(02) 4367 6630

LOCATION

Suite 2.06, Level 2, Platinum Building, 4 Ilya Avenue

Erina NSW 2250

Australia

MAILING ADDRESS

PO Box 3616

Erina NSW 2250

Australia

Dungog

PHONE

(02) 4995 7300

LOCATION

130 Dowling Street

Dungog NSW 2420

Australia

MAILING ADDRESS

PO Box 103

Dungog NSW 2420

Australia

Gloucester

PHONE

(02) 6558 2066

LOCATION

81 Church Street

Gloucester NSW 2422

Australia

MAILING ADDRESS

PO Box 355

Gloucester NSW 2422

Australia

Griffith PHONE (02) 6960 1200

LOCATION

135 Yambil St

Griffith NSW 2680

Australia

MAILING ADDRESS

PO Box 1467

Griffith NSW 2680

Australia

Inner West

PHONE

(02) 9818 2920

LOCATION

766 Darling Street

Rozelle NSW 2039

Australia

MAILING ADDRESS

PO Box 697

Rozelle NSW 2039

Australia

Leeton

PHONE

(02) 6953 3933

LOCATION

17 Wade Avenue

Leeton NSW 2705

Australia

MAILING ADDRESS

PO Box 838

Leeton NSW 2705

Australia

Maitland

PHONE

(02) 4936 6185

LOCATION

Lvl 1, 15-17 Church Street

Maitland NSW 2320

Australia

MAILING ADDRESS

PO Box 2095

Green Hills NSW 2323

Australia

Newcastle

PHONE

(02) 4926 4499

LOCATION

4 Hall St

Newcastle West NSW 2302

Australia

MAILING ADDRESS

4 Hall Street

Newcastle West NSW 2302

Australia

North Sydney

PHONE

(02) 9923 0800

LOCATION

Level 9, 32 Walker Street

North Sydney NSW 2060

Australia

MAILING ADDRESS

PO Box 1764

North Sydney NSW 2059

Australia

Northern Beaches

PHONE

(02) 8001 2999

LOCATION

2A/120 Old Pittwater Road

Brookvale NSW 2100

Australia

MAILING ADDRESS

PO Box 7006

Warringah Mall NSW 2100

Australia

Norwest

PHONE

(02) 8852 5400

LOCATION

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

PHONE

(02) 4610 7888

LOCATION

Suite 309, Level 3, 351 Oran Park Drive

Oran Park NSW 2570

Australia

MAILING ADDRESS

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

Singleton

PHONE

(02) 6571 2577

LOCATION

173b John Street

Singleton NSW 2330

Australia

MAILING ADDRESS

PO Box 3114

Singleton NSW 2330

Australia

South West Sydney

PHONE

(02) 4625 7711

LOCATION

Suites 1-8, Kellicar Lane, Macarthur Square, 200 Gilchrist Drive

Campbelltown NSW 2560

Australia

MAILING ADDRESS

PO Box 417

Campbelltown NSW 2560

Australia

Southern Highlands

PHONE

(02) 4861 2205

LOCATION

10 Bundaroo Street

Bowral NSW 2576

Australia

MAILING ADDRESS

PO Box 1555

Bowral NSW 2576

Australia

Sydney CBD

PHONE

(02) 9233 8866

LOCATION

L53, 25 Martin Place

Sydney NSW 2000

Australia

MAILING ADDRESS

GPO Box 4214

Sydney NSW 2001

Australia

Taylors Beach

PHONE

(02) 4052 1500

LOCATION

1/7 Sky Close

Taylors Beach NSW 2316

Australia

MAILING ADDRESS

PO Box 2

Anna Bay NSW 2316

Australia

Western Sydney

PHONE

(02) 4726 9666

LOCATION

Level 1, 286 High Street

Penrith NSW 2750

Australia

MAILING ADDRESS

PO Box 999

Penrith NSW 2751

Australia

Wollongong

PHONE

(02) 4226 1000

LOCATION

Suite 1, 140 Keira St

Wollongong NSW 2500

Australia

MAILING ADDRESS

PO Box 1649

Wollongong NSW 2500

Australia

VIC

Bendigo

PHONE

(03) 5443 8888

LOCATION

1 Somerville St

Bendigo VIC 3550

Australia

MAILING ADDRESS

PO Box 793

Bendigo VIC 3552

Australia

Melbourne CBD

PHONE

(03) 9629 6744

LOCATION

Level 28, 333 Collins Street

Melbourne VIC 3000

Australia

MAILING ADDRESS

PO Box 304 Collins Street

West Melbourne VIC 8007

Australia

QLD

Brisbane CBD

PHONE

(07) 3523 2300

LOCATION

Offices First, Shop 1, Level 1

9 Sherwood Rd, Toowong Qld 4066

Australia

MAILING ADDRESS

PO Box 8755 GCMC, QLD 9726

Australia

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

(07) 5534 5155

LOCATION

7 Sixth Avenue

Palm Beach QLD 4221

Australia

MAILING ADDRESS

PO Box 681

Elanora QLD 4221

Australia ACT

Canberra

PHONE

(02) 6154 7792

LOCATION

Unit 141, Element, 39-43 Eastlake Parade Kingston ACT 2604

Australia

MAILING ADDRESS Po Box 4461, Kingston, ACT 2604, Australia

GLOBAL

ASIA

Hong Kong

PHONE

+852 2618 8859

LOCATION

Suite 711A, Ocean Centre, 5 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong

MAILING ADDRESS

Suite 711A, Ocean Centre, 5 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong

Mumbai, India

PHONE

+91 9354531102

LOCATION

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

MAILING ADDRESS

WeWork

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

USA

California

Burbank

PHONE

(818) 478-3052

LOCATION

100 N 1st Street, Suite 402 Burbank CA 91502

USA

Malibu

PHONE (310) 299-8001

LOCATION

Zuma Plaza 29575 E Pacific Coast Hwy, Suite B

Malibu CA 90265 USA

Newport Beach

PHONE (310) 299-8001

LOCATION

1306 Park Ave

Newport Beach CA 92662 USA

Woodland Hills

PHONE (818) 705-4300

LOCATION

Suite 420 21300 Victory Boulevard

Woodland Hills CA 91367 USA

Florida

St. Petersburg

PHONE (727) 347-1120

LOCATION

1301 66th Street N

St. Petersburg FL 33710 USA

North Carolina

Cary PHONE (919) 598-1120

LOCATION

100 Cascade Pointe Lane

Suite 102 Cary NC 27513 USA

Texas

San Angelo

PHONE (325) 275-7044

LOCATION 4242 S Jackson St San Angelo TX 76903 USA

1 United Kingdom (Coming Soon)

States

1 1 Hong Kong India

28 Australia

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