Business Details
50+ Years
experience
Trusted Chartered Accountants in Wagga Wagga
Established in 1928, our firm has built a legacy of delivering expert accounting and wealth advisory services across regional New South Wales. With over 50 staff members and 11 offices, we combine 90 years of industry experience with a commitment to transparency and client-focused solutions. Our team of Chartered Accountants and Wealth Advisers specialises in tax compliance, financial planning, and business advisory services tailored to individuals and businesses.We prioritise long-term relationships, offering personalised strategies to protect and grow family wealth while maintaining a strong focus on ethical practices and professional standards. Our history of mergers and expansions reflects our dedication to evolving with client needs, ensuring we remain a trusted partner for financial success.
Services
Tax Compliance
Financial Planning
Wealth Advisory
Business Advisory
Accounting Services
Payroll Processing
Rental Property Accounting
Farm Accounting
Succession Planning
Investment Strategy
Details
- Year established: 1928
Highlights and features
- We offer 90 years of combined experience in accounting and wealth advisory services.
- Our team includes Chartered Accountants and certified Wealth Advisers with regional expertise.
- We provide tailored financial strategies for individuals, families, and businesses.
- Our 11 regional NSW offices ensure accessible, localised service delivery.
- We maintain transparency with no hidden fees or obligations.
Associations and certifications
- Chartered Accountants Australia and New Zealand
- Oreana Financial Services Pty Ltd (AFSL 482234)
What people say
Expertise in tax
Personalised service
Trusted advisors
Regional knowledge
Ethical practices
Services
Tax Compliance
Our Chartered Accountants provide comprehensive tax compliance solutions, including preparation and lodgement of tax returns, GST/BAS reporting, and tax obligation guidance. We ensure adherence to regulatory requirements while identifying legitimate opportunities for tax efficiency. With expertise in individual and business taxation, we simplify complex obligations for clients across regional NSW.
Financial Planning
We develop tailored financial plans to help clients achieve short- and long-term goals, covering retirement planning, investment strategies, and risk management. Our certified advisers prioritise wealth preservation and growth through evidence-based approaches. By understanding individual circumstances, we create actionable roadmaps aligned with personal aspirations and market realities.
Business Advisory
We support businesses with strategic advice on financial management, succession planning, and operational efficiency. Services include budgeting, cashflow forecasting, and business structure reviews. Our team combines industry-specific knowledge with hands-on experience to help businesses navigate challenges and capitalise on growth opportunities across regional NSW.
Wealth Advisory
Our wealth advisers specialise in creating diversified investment strategies that balance risk and return to meet client objectives. We focus on long-term wealth accumulation through property, equities, and retirement portfolios. By maintaining disciplined, emotion-free approaches, we help clients stay aligned with their financial goals despite market fluctuations.
Accounting Services
We offer end-to-end accounting solutions, including financial statement preparation, payroll processing, and system setup. Our services ensure accurate record-keeping and compliance with regulatory standards. For businesses, we provide management accounts and benchmarking analysis to support informed decision-making and sustainable growth.
People
Michael Wakeling
Director
With over 25 years in public practice, Michael specialises in business advisory and taxation. He focuses on empowering regional businesses through strategic financial solutions.
Graeme Obst
Director
Graeme leads our audit and assurance services, bringing expertise in compliance and governance. He has served regional clients for 30+ years.
Julie Debono
Director
Julie specialises in family business advisory and succession planning. She has 20 years of experience in helping clients transition their enterprises smoothly.
Anthony Davis
Director
Anthony heads our wealth management division, focusing on investment strategies and retirement planning for high-net-worth individuals.
Sarah Mandaglio
Director
Sarah specialises in tax law and compliance, ensuring clients meet obligations while optimising their financial positions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll, and business advisory services tailored to small businesses' needs.
Do you specialise in any particular industries?
We have expertise in agriculture, property, and family-owned businesses across regional NSW.
How do you approach investment advice?
We use evidence-based strategies to create diversified portfolios aligned with your risk tolerance and long-term goals.
Can you assist with tax compliance for individuals?
Yes, we handle personal tax returns, capital gains tax, and residency-related tax obligations.
What areas do you service?
We operate from 11 offices across regional NSW, including Wagga Wagga, Griffith, and Deniliquin.
Are you regulated by professional bodies?
We are Chartered Accountants and hold an AFSL through Oreana Financial Services for wealth advisory services.
