Kelly+Partners North Sydney

Access tailored accounting, tax, audit, business advisory, finance, wealth management and estate office services in North Sydney.

Kelly+Partners North Sydney

Meet the North Sydney team

Ada Poon
Ada Poon
Senior Partner SMSF Specialist Advisor
North Sydney
Peter Dawkins
Peter Dawkins
Senior Partner Strata
North Sydney
Joel Russell
Joel Russell
Partner Strata
North Sydney
Steve Nicholls
Steve Nicholls
Partner - Strata
North Sydney
Daniela Zachariou
Daniela Zachariou
Partner
North Sydney
Andrew Howe
Andrew Howe
Client Director - Audit Services
North Sydney
Silje Hol
Silje Hol
Partner - Strata
North Sydney
Susan Zhang
Susan Zhang
Partner
North Sydney
Iris Hou
Iris Hou
Partner
North Sydney

Visit Us

Located directly from the North Sydney train station, we partner with clients across Sydney's north shore, including Mosman, Neutral Bay, Artarmon, Chatswood, and Lane Cove. Although we're a local North Sydney accounting firm, our clients extend across Sydney and interstate.

What our clients say about us

Google

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.

Google

Great experience working with David and his team at Kelly Partners.. I engaged David to help with tax planning for my business and personal income. He shared his suggestions based on thorough analysis presented us with at least 4 different planning scenarios. Needless to say, his advice saved us thousands

Google

Kelly+Partners have been our accountants for many years. I have always found David and his team extremely helpful, highly professional and always available to answer my questions. During Covid they have been exceptional in providing advice around the many financial hurdles all businesses have been faced with. I cannot reccomend them highly enough

Google

Having Brett, Ada and the whole KP Team in my corner has, literally, saved my business a few times & I can't imagine them not on my team from here on. We have open, honest discussions even if uncomfortable, model & forecast, 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.

Google

Definitely more than 'just another friendly accountant'.

Google

Highly responsive to our needs and fair fees for our smaller business.

Google

Although small we get treated the same as you would treat more significant clients and this is sincerely valued and appreciated. Ada Poon (our consulting partner) has been totally accessible and responsive to our needs and we are thrilled to have her overseeing our business competently and thoroughly.

Google

I've have had an excellent professional experience with Kelly Partners from the initial interview to my latest interaction. I would not hesitate to recommend them as they are, in my opinion, a first rate organisation.

Google

Kelly and Partners rescued my accounting. They saved me a lot of money as my previous accountant didn't care enough to look closely at the figures. I spend more on accounting fees, but save more by paying the correct amount of tax.

Services

business-advisory

Business Advisory

Bespoke business advisory and support services.
Doing Smat Business-wealth-icon

Wealth, Finance & Insurance

Private Wealth, Finance & Insurance
estate-planing

Estate Planning

Specialist estate office, planning and support services.

Difference

Value 1

Forward-Looking Advice

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

Value 2

No surprises

Life and business can be Unpredictable. That's why we provide value-based, fixed-fee engagements to give you confidence and tranparency.

Value 3

Accessible

Your business is more than just numbers the challenges of running a business and here to help whenever, whereever and however you need.

Value 4

Relationships

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

Difference