The region’s foremost chartered accountancy firm, Adams Kenneally White, has been providing quality accounting, taxation, consulting and audit services since 1928.
Known simply by its initials, AKW provides professional and financial advice on all aspects of running a business, from strategic planning to tax and compliance work.
AKW’s clients range from small to medium businesses in a diverse range of industries – retail, wholesale and manufacturing – throughout southern NSW.
One of Wagga’s most respected businesses, AKW was established in 1928 when Mr A L Adams opened his chartered accounting firm, Adams & Partners, in the growing city.
The practice continued to trade under that name for 46 years before, in 1974, it merged with Kenneally O’Sullivan & Co and Colin E White & Co, becoming Adams Kenneally White.
Expansion continued for the practice with offices opened at Tumut, Gundagai and Griffith, while there are also regular consultations at Henty, Batlow and Lake Cargelligo.
AKW now has seven partners, as well as more than 50 staff.
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The firm’s directors are John W Mason, Michael Wakeling, Graeme Obst, Mary Potts, Julie Debono, Kerrie Coggan and Andrew Manton. AKW’s associates are Tige Brown and Robert Fry.
All AKW directors are chartered accountants, with one also a registered company auditor.
They all have expertise and experience in all aspects of income tax work, business services, accounting and auditing.
The practice began providing a financial planning and advice service in 2006, when it established AKW Financial Services.
This arm of the business provides individual strategies to suit each client’s needs and meet short-term or long-term financial goals, and could include managed funds, direct shares and property.
Offerings provided by AKW Financial Services can include:
- Superannuation solutions
- Self-managed super fund advice
- Retirement planning
- Financial protection
- Investment advice
- Share trading
- Portfolio management
- Estate planning
- Life insurance
- Income protection
- Critical illness
- Aged care advice
AKW welcomed two new partners and directors on July 1, Kerrie Coggan and Andrew Manton.
Kerrie has a rural background, growing up on the family farm at Coolac, before completing an accounting degree at Charles Sturt University, Wagga and starting at AKW in 2002.
She was admitted as a chartered accountant in 2010 and promoted to associate in 2014.
Kerrie has worked with clients in various industries including farming, construction and retail. She will be a visiting partner at the Gundagai office on Tuesdays.
Andrew started working at his father’s accounting firm, David Manton and Associates in 1988 and moved to AKW when his father’s firm merged with AKW in 1998. He completed his accounting degree at Riverina Murray Institute of Higher Education and has been a CPA and tax agent for 20 years.
Andrew became an associate of the firm in 2008 and was admitted as a CA in 2015. He will continue to service his existing portfolio of clients in Wagga and Henty, and will be a visiting partner at Tumut on Wednesdays.
Tige Brown and Robert Fry became associates of the practice from July 1.
Tige has been a chartered accountant since 1997 and is also a registered company auditor with 15 years experience.
After starting with AKW in 1988, Tige has also worked for an international company and returned as audit manager in 2015. He will continue to manage the audit division.
Robert started at AKW in 2011 in the audit division, before transferring to tax and business services in 2013, and was admitted as a chartered accountant in 2016. He enjoys being involved in tax planning for clients and also has keen interest and aptitude for complex areas within the tax environment.