We've provided sound professional advice since 1928.And that's never going to change.
AKW PartnersYour total financial partner.
Benefit from over 80 years of valuable industry insight and financial expertise as AKW works with you to make smarter business decisions.
With seven offices across NSW, our team is the perfect blend of progressive Chartered Accountants and wealth creation advisers, giving you the broad-based support you’re looking for in your total financial adviser.
Sound professional advice, just for you. It’s what we’ve been doing since 1928 - and that’s never going to change.
Phone
Head Office
85 Johnston Street
Wagga Wagga, NSW
Opening Hours
Monday - Friday:
8:30am - 5pm
Company established 1928
1 founding member
Mr AL Adams commenced the Chartered Accounting firm Adams & Partners in Wagga Wagga.
1974 companies unite to become Adams Kenneally White
The practice Adams & Partners merged with Kenneally O’Sullivan & Co and Colin E White & Co to become Adams Kenneally White.
AKW expands throughout southern NSW
The Wagga head office is complemented with six other regional offices and continues to service a diverse range of clients who spread further and beyond.
2006 AKW Financial Services commenced
Existing AKW services expanded to include Financial Planning & Advice and product platforms via Meritum.
Latest, sound professional advice.
Just for you.
It’s what we’ve been doing since 1928 - and that’s never going to change.
AKW Partners & Associates
John Mason - Partner
John Mason - Partner
BBus, CA, ALGA, Registered Company & Local Government Auditor
Providing accounting, management and taxation services John specialises in audit for a range of clients from large corporate and government entities to charitable and community organisations.
Michael Wakeling - Partner
Michael Wakeling - Partner
BBus, CA
Michael retains an active interest in Rugby Union having served as the Director of Finance on the Southern Inland Rugby Union Board and its predecessor Riverina Rugby Union for six years during the amalgamation of Riverina and South West Slopes zones and the introduction of GST.
Michael currently coaches Junior teams in Wagga Junior Rugby, Rivcoll Rugby Club and the Southern Inland Rugby representative program.
He also plays in the senior grades for RivColl Rugby Club and is a referee when time permits.
Michael has a rural background working on his parents farm at Collingullie and as a shearer in the Lockhart area for ten years before commencing a career in accounting.
Graeme Obst - Partner
Graeme Obst - Partner
BBus, Grad Dip Bus(Agribusiness), Dip FS, FCA
Background in Rural Finance and Agribusiness. Holds a Diploma of Financial Services and a Grad Dip Bus (Agribusiness) from Monash University.
Authorised representative of Meritum Financial Group and is able to provide financial advice on investment products. He is an Accredited SMSF Specialist Advisor™(SSA™)., a fellow of the Taxation Institute of Australia, Registered Tax Agent and a Justice of the Peace.
In his spare time Graeme runs the family farm with the help of his wife and four children.
Mary Potts - Partner
Mary Potts - Partner
BBus, FCA, CPA
Chartered Accountant and Certified Practising Accountant. Mary is also a Registered Tax Agent , a SMSF auditor and a Justice of the Peace. Mary has over 35 years' experience in Accounting and taxation and has built up a wealth of knowledge over these years Mary is past chairperson and CA Co-ordinator of the ICAA Riverina Group. Mary was raised in small town of Beckom NSW, where she attended primary school. She is family and community minded and is always willing to help out where possible. She has been involved with various organisations around Wagga Wagga , including The Leisure company, The Abbeyfield Society (Wagga Wagga), Women in Business Wagga Wagga, The Miss Wagga Wagga Quest and Wagga Wagga Softball Club.
Julie Harris - Partner
Julie Harris - Partner
B Bus (Acctng/Bus Mgt), CA
Julie is a Fellow of the Taxation Institute of Australia, and has completed a UNSW Masters of Applied Taxation.
Having grown up on her family's property at Tumut, she has developed a keen interest in Agriculture.
Julie is passionate about continued study as a means of advancing her own technical knowledge and offering the highest quality service to clients.
Julie is an enthusiastic supporter of Wagga's Young Professionals and enjoys working with the younger generations in achieving their business goals.
Andrew Manton - Associate
Andrew Manton - Associate
B Bus (Acctng), CA, CPA
Certified Practising Accountant and Registered Tax Agent. Andrew has 21 years experience with accounting and taxation for all sizes of business. Andrew's spare time is spent with family. His other major interest is soccer which keeps him busy as President of the Lake Albert Soccer Club and coaching junior teams.
Kerrie Coggan - Associate
Kerrie Coggan - Associate
B Bus (Acctng), CA
Joining AKW in 2002, Kerrie specialises in helping clients with their financial and administrative management.
She has extensive Xero and QuickBooks® knowledge, and experience working with accounts receivable, payable and client payroll taxes.
Kerrie brings value to clients by solving complex problems and coming up with innovative accounting solutions.
David McGrath - Financial Adviser
David McGrath - Financial Adviser
Dip FS (FP)
Authorised Representative of Meritum Financial Group
David enjoys getting to know his clients and helping them achieve their financial goals by providing tailored advice and strategies for wealth creation, retirement planning and personal insurance.
Together with a first class administration team led by Annie Becroft, David looks forward to building new and existing relationships with clients who value the professional and personalised services AKW provide.
