Kelly Partners Group (ASX: KPG) — Company Overview, News & Financial Data
Kelly Partners Group is a leading accounting firm in Australia, providing diverse financial advisory services.
Kelly Partners Group
Kelly Partners Group is a provider of accounting, taxation, wealth management, and business advisory services focused primarily on private business owners, high-net-worth individuals, and family offices. Operating through a decentralized equity partnership model, the organization manages a network of accounting practices across multiple jurisdictions. The business structure provides central core support services including technology, human resources, brand management, finance, and legal infrastructure while local partner-directors run day-to-day client engagements. The network maintains active operations across Australia, the United States, and the United Kingdom, delivering integrated financial control and management services.
Snapshot
Operations
Products and/or services of Kelly Partners Group
- Accounting and Taxation: Provision of ongoing accounting, tax compliance, corporate reporting, and statutory filing services for small and medium enterprises, private business owners, and family groups across metropolitan and regional office networks.
- Wealth Management and Financial Planning: Wealth advisory, investment strategy, retirement planning, self-managed superannuation fund administration, and personal asset protection services tailored for private business principals, family offices, and high-net-worth individuals.
- Business Advisory and Strategy: Operational consulting, chief financial officer advisory services, performance benchmarking, cash flow budgeting, and strategic growth guidance designed to assist private business owners in optimizing commercial outcomes and operational efficiency.
- Audit and Assurance: External statutory audit, compliance review, internal controls assessment, and risk management assurance services provided to private companies, non-profit organizations, and regulated entities requiring independent financial verification.
- Corporate Finance and M&A Advisory: Mergers and acquisitions advisory, capital structuring, business valuation, due diligence, and transaction execution support for mid-market private companies undertaking business sales, acquisitions, or restructuring initiatives.
- Estate and Succession Planning: Comprehensive business succession planning, estate structuring, asset protection advisory, and family governance services to manage long-term wealth transfer and operational transitions for multi-generational private business owners.
Kelly Partners Group executive team
- Mr. Brett Kelly BBus, CA, DipFS, JP, MTax, RTAFounder, Executive Chairman & CEO
- Ms. Ada Wing Tak Poon B.Com., C.A.Executive Director
- Mr. Paul Kuchta Bbus, C.A., Dipfp, Ftia, J.P., RtaExecutive Director
- Mr. Kenneth Ko BBus, CA, HKICPAChief Financial Officer
- Mr. Barry FrankChairman ? CBD & Senior Client Director - Sydney CBD
- Mr. Mark PragManaging Director of Sydney CBD
- Ms. Joyce Au B.Com., C.A., M.A.Company Secretary