Kelly+Partners Private Wealth

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

Company overview

Headquarters	Level 8, 32 Walker Street, North Sydney, NSW 2069, AU
Phone number	+611300802780
Websites	kellypartnerswealth.com.au kellypartners.com.au
NAICS	52
Keywords	Property Investments, Fixed Income, Asset Allocation Strategies, Hybrid Securities, Alternatives (Hedge Funds And Private Equity), Cash Management And Term Deposits, Execution Of Investment Strategies, Wealth Preservation And Creation Strategies, Etfs And Lics
Founded	2016
Employees	1-10
Socials

Key Contact at Kelly+Partners Private Wealth

Kim Lim

Client Director

Kelly+Partners Private Wealth Email Formats

Kelly+Partners Private Wealth uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@kellypartnerswealth.com.au), used 54.5% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@kellypartnerswealth.com.au	54.5%
{first initial}.{last name}	j.doe@kellypartnerswealth.com.au	45.5%

About Kelly+Partners Private Wealth

Kelly+Partners Wealth Management was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and accounting backgrounds to form a boutique private wealth office. The firm is a partnership in philosophy and structure. Kelly+Partners is an integrated financial services firm, providing private wealth management, finance and tax solutions for accomplished high net worth individuals, businesses, family groups, family offices, SMSF, Not-for-Profits and Foundations. We help our clients manage their entire financial universe and assist in taking control of and preserving their wealth. Our service is personal, attentive and transparent. Our business revolves around a careful selection of clients and is limited to the number and type of matters we undertake. Determined to be the best, not the biggest.

Kelly+Partners Private Wealth revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Director

Employees by Department

Kelly+Partners Private Wealth has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Kelly+Partners Private Wealth has never raised funding before.

Frequently asked questions

Kelly+Partners Private Wealth is located in Sydney, New South Wales, AU.

You can reach Kelly+Partners Private Wealth at +611300802780.

Kelly+Partners Private Wealth was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Kelly+Partners Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Kelly+Partners Private Wealth

Kim Lim

Client Director

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