Trent has over 25 years financial markets experience both in Australia and Asia.  Prior to Kelly+Partners, Trent worked at BT Financial Group as a Senior Investment Director.  During his career he was an investment advisor for global private banks in Asia, including Merrill Lynch, Citibank and Deutsche Bank.  He specialises in Private Wealth Management, Superannuation & Banking for High Net Worth individuals and families.  He is passionate about supporting families growing and maintaining their wealth by carefully selecting investment opportunities domestically and abroad.

Brett has more than 20 years of commercial and professional accountancy experience. He is specialised in structuring, strategy and valuation for private companies.

Brett is the Executive Chairman and CEO of the Kelly+Partners Group (KPG.ASX) which he founded in 2006. He commenced his career with Price Waterhouse where he worked in senior management roles across audit, business services and corporate finance.

Brett is also the best-selling author of five books, has presented to more than two thousand business groups and has twice addressed the National Press Club in Canberra.

Brett has significant expertise in advising the founders & owners of private companies and high-net-worth families on business strategy, operations, finance, valuation, wealth, succession and corporate transactions.

Kim has over 10 years’ experience across wealth management operations and client investment management. Kim joined Kelly+Partners Wealth Management from BT Financial Group, where she was a Manager of the Private Wealth Markets operations team. Here she oversaw the overall operations and investment settlements processes for the private client business.

Prior to this she held senior operational and client management roles within Commonwealth Bank Securities and at Optiver. Those roles provided her with an in depth investment execution knowledge and experience, allowing her to provide the highest level of service and execution to our valued clients. Kim enjoys travelling and has worked overseas in Toronto and New York.