- 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
Budget 2020 - A very comprehensive break down.
The following 35 links break the 2020 Federal Budget down into bite size...
The following links are to Fact Sheets that describe in detail how the Federal Government feels the 202...
Budget 2020 - At a Glance, Overview, Outlook
These three areas cover all you will need to know but the accompanying two articles cover more specific...
Temporary home office expenses shortcut extended again
The 80 cents per hour work-from-home deduction method has now been extended for a further three months to...
JobKeeper extension – changes implemented
The legislative instrument implementing the changes to the JobKeeper scheme over the extended period was...
JobKeeper Participants – are “workers”
Although JobKeeper has been in place for many months and is now scaling back, all eligible participants...
Commissioner registers updated JobKeeper alternative tests
The Commissioner of Taxation has now released the updated alternative decline in turnover tests for...
Varying Pay As You Go (PAYG) Instalments
The first instalment of 2021 income tax, due for quarterly taxpayers on 28th October may be varied...
Reminder of Medicare Levy Surcharge (MLS)
A warning to taxpayers who may be considering cancelling private health insurance because of higher...
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 - Email:
- Geoff Trewarn:
- John Couroyannis:
- Reyna Trewarn:
- Address:
27 Grey Street, Vermont VIC 3133 - Office Hours:
9:30AM to 6PM, Monday to Friday
Evening and weekend appointments are also available.
Please book an appointment to ensure that we are able to attend to you in a timely manner.
