News

03 July 2007

2008 Initiatives

Dear All,

Similarly to our bulletin in December outlining our 2007 Initiatives, we have penned this note to keep clients and friends of the firm aware of the development of our service capabilities. We thank all those who have allowed the firm to work with them during this financial year and look forward to continuing to be of assistance.

TAX TIME

As tax time has appeared once again, please click on the links below to access the relevant tax checklists:

MERGERS

Effective 1 July 2007 we are pleased to announce the merger into KELLY + PARTNERS of

  • the practice of Mr Rex Hoeben out of Pritchard Adams; and
  • Nexus Financial Group, operated by Mr Ray Rypma and Mr David Simmons.

NEW APPOINTMENTS

The firm is pleased to announce the following senior appointments:

Senior Client Director

Rex Hoeben

Rex has more than 30 years experience. He began his career in accountancy with Coopers and Lybrand.

Then for more than 22 of those years he developed and grew the former mid tier accountancy practice Pritchard Adams.

Ray Rypma

Ray has more than 22 years experience in accounting, taxation and financial planning.

He specialises in providing strategic financial advice to individuals, families and businesses, having run his own successful financial services practice for many years.

Client Director

Ada Poon

Ada has more than 6 years professional accountancy experience.

She has specialised in Outsourced Finance Department provision, Personal and Business Compliance, Taxation and Structuring.

David Simmons

David has more than thirty years of banking, commercial and professional accounting experience. His retail and commercial banking experience included management accounting, risk management and insurance.

More recently, David has been helping small business clients maximize their potential with accounting, tax and business direction.

NEW CAPABILITIES – Audit & Financial Planning

Mr Rex Hoeben is a Registered Company Auditor and will lead the firm’s growing audit division specialising in property (strata, outgoing and trust account) and small to medium sized company auditing.

Mr Ray Rypma has been a Certified Financial Planner for more than 15 years, and has been appointed to head up the firm's Financial Services division.

BRW TOP 100 ACCOUNTING FIRMS

Due to the tremendous demand for the firm’s integrated business and personal financial advice solutions, unprecedented growth has been achieved, enabling a higher level of service to clients.

The firm now employs 28 people in North Sydney and 7 people in Erina; and is expected to feature in this year's listing of Top 100 Accounting Firms (by size) in BRW magazine.

Yours sincerely
Brett Kelly

   

North Sydney Office
Level 4, 73 Walker Street,
NORTH SYDNEY NSW 2060
P.O. Box 1794, NORTH SYDNEY NSW 2059
T 02 9923 0800
F 02 9923 0888
M 0419 206 475
brett@kellypartners.com.au
www.kellypartners.com.au
  Central Coast Office
Suite 2.06, Level 2, Platinum Building, 4 Ilya Avenue,
Erina, NSW, 2250
P.O. Box 3616, Erina, NSW, 2250
T 02 4367 6630
F 02 4367 6632
M 0413 933 481
scott@kellypartners.com.au
www.kellypartners.com.au/centralcoast

Disclaimer: The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endovour to provide accurate and timely information, there can be and we make no guarantee that such information is accurate as of the date it is received nor the date published or that is will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation.

We provide information to Kelly Partners's clients and associates in the genuine belief that it may provide useful and interesting information relevant to business and personal financial affairs.