about hk partners

who are we

HK Partners is an independent, privately owned advisory firm, providing tax, financial, and wealth management advice to individual, family and business clients.

Our personalised service is underpinned by our ability to develop strong relationships based on mutual respect and trust with clients.

We pride ourselves on giving holistic advice and service to our clients through our embedded understanding of our clients’ goals, be it commercial or personal, and all of their financial considerations.

Through developing a deep understanding of what our clients seek to achieve through their wealth we can provide tailored, proactive, support throughout all the key moments of an individual’s or business’s life. We are not only wealth protectors, but productive, fiercely independent advisors who seek to always get the best outcomes for our clients.

our leadership

 

Colleagues for over 15 years, Scott and Jeremy saw a need in the market for exceptional customer service combined with the latest industry and technological advancements. They had a strong desire to create a progressive and forward-looking accounting and advisory firm where ‘working-smarter’ became engrained in the firm culture. They now head an industry leading team who consistently provide clients with modern solutions, while maintaining a highly personal and proactive approach.

meet our team

AllLeadershipAdvisers
Lead Adviser

Jeremy Hoffmann

Lead Adviser

Scott Kelly

Client Adviser

Will McKeith

Client Adviser

Zoe Ross

Client Adviser

Tom D’Apice

Client Adviser

Sam Berrell

Associate Adviser

Diana Nguyen

Associate Adviser

Marissa Tea

Associate Adviser

Joseph Trinder

Associate Adviser

Tara Zimmerman

Head Client Relationship Manager

Maddie Wilson

Client Relationship Manager

Jesselyn Dang

Client Relationship Manager

Anna Bezzina

Lead Adviser

Jeremy Hoffmann

Jeremy has a vast array of experience in providing outsourced and family CFO services to his clients and their businesses. Having worked within both Chartered Accountancy and Wealth Management, he has a complex understanding of the various issues which are critical to preserving and growing wealth.

Jeremy is passionate about building meaningful and long-lasting relationships with his clients. He particularly enjoys focusing on providing essential strategic advice for business owners to help them reach their full business potential and maximise their business’s value and ultimately their overall family wealth.

B.Com, C.A., DipFP

Lead Adviser

Scott Kelly

Scott is an experienced Chartered Accountant and Financial Adviser. As an adviser, he runs small family offices, managing the private financial affairs of his clients with the assistance of his broad network, which he has built over his many years in practice.

As a business owner and leader, he is driven to challenge the status quo of the delivery of traditional accounting services.  He relishes leading the HK team, always thinking of the extra one percenters that will ensure HK Partners is at the forefront of innovation and continues to provide clients with exceptional service and advice.

B.Com, C.A., CFP® 

Client Adviser

Will McKeith

Will is a Client Adviser with a demonstrated history of working in the accounting industry for over ten years. Will is skilled in business advisory, tax, accounting, and CFO services (cashflow forecasting, budgeting, valuations). He is well versed in accounting systems and processes, and Xero/cloud accounting. Will is a Chartered Accountant and holds a Bachelor of Business (Acct & Mgmt) from UTS Australia.

Client Adviser

Zoe Ross

Zoe has over 21 years of experience in accounting and taxation. She is a Chartered Accountant and holds a Bachelor of Commerce (Accounting). Zoe is passionate about building long term relationships with her clients and assisting them with practical tools to grow and develop their business and wealth.

Client Adviser

Tom D’Apice

Tom has over ten years’ experience in the accounting industry specialising in taxation, business services and superannuation. Tom has a passion for delivering practical, straightforward advice and fostering long term relationships with clients. Tom has a Bachelor of Business (Accounting), Master of Arts in International Studies as well as being a member of Chartered Accountants Australia and New Zealand.

Client Adviser

Sam Berrell

Sam is a Chartered Accountant with specialist expertise in self-managed superannuation funds. With over six years’ experience, Sam is focused on helping clients achieve their long term goals. He prides himself on building strong relationships with clients and assisting with all their accounting and advisory needs. Sam holds a Bachelor of Commerce and a Bachelor of Economics.

Associate Adviser

Diana Nguyen

Diana is a Chartered Accountant and holds a Bachelor of Business and Commerce. Diana joined HK Partners in August 2018 and has over ten years of experience in accounting and taxation. Diana is focussed on building long term relationships with her clients and partners. She is committed to assisting clients to grow and develop their business and achieve their financial goals and objectives.

Associate Adviser

Marissa Tea

Marissa is a Chartered Accountant and holds a Bachelor of Business (Accounting). Marissa is a highly motivated, deadline and goal driven accountant with over seven years of experience. Marissa enjoys assisting clients with their taxation and accounting compliance requirements.

Associate Adviser

Joseph Trinder

Joseph started his career with HK Partners in 2017 as a jack of all trades. Joseph’s problem-solving ability and inquisitive nature caught the attention of the leadership team – and he quickly advanced into an accounting role. Joseph holds a Bachelor of Professional Accounting. He enjoys building relationships with clients and enduring the ups and downs of their journey. When not in the office, you will find Joseph on a golf course.

Associate Adviser

Tara Zimmerman

Tara is a Chartered Accountant with over 4.5 years’ experience in the industry, specialising in business services and self-managed superannuation funds. Tara aspires to make accounting and taxation concepts simple and effortless for her clients, so they are able to focus more on their passions. Tara holds a Bachelor of Commerce (Accounting and Marketing) from Macquarie University.

Head Client Relationship Manager

Maddie Wilson

Maddie has over ten years’ experience working in accounting and taxation firms and has worked closely with the lead advisers of HK Partners since the firm’s inception. Maddie has a strong passion for building relationships with our clients and loves ensuring all client requests are attended to promptly and efficiently.

Client Relationship Manager

Jesselyn Dang

Jesselyn has an innate passion for fostering strong relationships and ensuring client needs are met with ease. She holds a combined Bachelor of Commerce (Finance) & Bachelor of Science (Psychology), which has helped to develop her seamless ability to understand and support clients in a number of different capacities.

Client Relationship Manager

Anna Bezzina

Anna joined HK Partners with over a decade of experience with Accounting & Taxation firms specialising in high net worth individuals and large companies.  Anna enjoys getting to know clients to understand their needs. Her bubbly personality and attention to detail make her the ideal fit for our Client Relationship team.