- 27 Grey Street, Vermont VIC 3133
- (03) 9877 7117
- 27 Grey Street, Vermont VIC 3133
- (03) 9877 7117
We offer quality accounting and taxation services at competitive rates.
Accounting
We provide you with the most appropriate advice tailored to your situation.
Our accounting and taxation services include and are not limited to:
- Personal taxation returns.
- Business taxation returns.
- Late, problem and multiple year taxation returns.
- Taxation planning.
- Business accounting and bookkeeping.
- Business consultancy including establishment of company and trust structures.
- ASIC requirements.
- Payroll management.
- WorkCover management.
We listen to your situation and goals to develop a unique plan that suits your lifestyle.
Financial Planning
Quality advice for all stages of life.
Our financial planners can assist you with an extensive range of financial services, including:
- Access to managed funds.
- Retirement planning.
- Wealth creation.
- Superannuation and rollover advice.
- Self-managed superannuation funds.
- Regular savings plans.
- Life insurance.
- Income protection.
- Trauma and disability insurance.
Acacia Financial Services Pty Ltd, ABN 78 143 374 835 is
Corporate Authorised Representative 458586 of
InterPrac Financial Planning Pty Ltd, ABN 14 076 093 680, AFSL No. 246638
Suite 1, Level 20, 555 Collins Street, Melbourne, VIC 3000
Established in 1983, we aim to provide you with quality solutions that work towards your goals.
About Us
Expert accountants and financial planners here to help you.
The director of the practice is Geoff Trewarn CFP who holds a Bachelor of Business degree and a Graduate Diploma in Public Accounting. Geoff is also a Certified Financial Planner and has been providing expert financial planning services since 1986. For financial planning he is Authorised Representative 235851 of InterPrac Financial Planning Pty Ltd (AFSL 246638). His specialty areas are in personal taxation, business services and financial planning.
Peter Trewarn BE BCS holds a Bachelor of Engineering in Mechatronics with Honours and a Bachelor of Computer Science. He joined the firm in early 2023 and his specialty areas are taxation and business accounting. He is currently completing a Bachelor of Business in Accounting and Financial Planning.
John Couroyannis FCPA holds a Bachelor of Business degree and a Graduate Diploma in Taxation. He joined the firm in June 2010 after gaining extensive experience within both the private and public sectors and at several CPA Accounting firms. John’s specialty area is the auditing of self-managed superannuation funds.
Mrs Reyna Trewarn holds a Bachelor of Education degree and is the Office Manager, managing bookkeeping and administrative support to the practice.
Acacia Financial Services Pty Ltd has the resources to service a wide range of accounting and financial planning needs while retaining the ability to provide a high level of personal attention to our clients. We have a loyal client base, many of whom have been with us for over twenty years, including clients now located interstate and overseas.
Keep up to date and educated with your finances.
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Organise your finances to suit your lifestyle goals.
Client Resources
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Book Your Appointment
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Contact Us
Contact Details
- Phone:
(03) 9877 7117 - Email:
- Geoff Trewarn:
- Peter Trewarn:
- Reyna Trewarn:
- Address:
27 Grey Street, Vermont VIC 3133 - Office Hours:
9:30 AM to 6:00 PM and at 8:30 PM, Monday to Friday.
Press the BOOK NOW button above or ring us.
Weekend appointments are also available by ringing us.
