- 27 Grey Street, Vermont VIC 3133
- (03) 9877 7117
- 27 Grey Street, Vermont VIC 3133
- (03) 9877 7117
Acacia Financial Services Pty Ltd
Based in Osborne Park WA, we provide comprehensive financial advice for individuals, families and professionals at all stages of life.
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
(Ask for our customised tax organiser envelope). - 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
Level 8, 525 Flinders 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. His specialty areas are in personal taxation, business services 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 areas are in personal taxation and business services.
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.
Latest News
Tax Office sounds alarm on popular property strategy
Both the Tax Office and the corporate regulator see property investment in superannuation as a “live...
On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday...
‘Please do not panic’: ATO boss addresses STP concerns
ATO Commissioner Chris Jordan has urged small businesses not to panic over the transition to single touch...
Stop!! Don't do a paper Budget, use our online budgeting tools instead.
Budgeting, cash flow and Super are all very important to better financial management and the attainment of...
Employee Christmas Parties and Gifts – Any FBT?
The Christmas break-up party and/or gifts to employees can be exempt from Fringe Benefits if a few rules are...
FBT – Christmas Parties and Taxi Fares
Some employers, who are commendably anxious to protect their employees and clients from the drink/driving...
Tax consequences of trust vesting
The Australian Taxation Office (ATO) has issued a long-awaited ruling on trust vesting, including changing a...
Organise your finances to suit your lifestyle goals.
Client Resources
Start building your financial future today.
Book Your Appointment
Get in touch with us. We're here to help you.
Contact Us
Contact Details
- Phone:
(03) 9877 7117 - Fax:
(03) 8373 4040 - Email:
- Geoff Trewarn:
- John Couroyannis:
- Reyna Trewarn:
- Address:
27 Grey Street, Vermont VIC 3133 - Office Hours:
9AM to 6PM, Monday to Friday
Evening appointments are available.
Please book an appointment to ensure that we are able to attend to you in a timely manner.
