• 27 Grey Street, Vermont VIC 3133
  • (03) 9877 7117
  • 27 Grey Street, Vermont VIC 3133
  • (03) 9877 7117
Woman enjoying her time on a beach.

Relax and let us take care of your accounting and taxation needs

We're here to help you with your tax and accounting requirements, giving you time to focus on more important matters.

Contact us now
Australian couple who are retired.

Make the most of your retirement

Our financial planners can help you develop strategies to build a comfortable retirement that suits your lifestyle goals.

Contact us now
Relaxed business man at desk.

Take the time to enjoy your business

Our expert team can help you take care of many elements of business, giving you time to focus on growing and enjoying your business.

Contact us now
Expert advice and services, giving you time to relax
Secure your financial future
Professional advice and services for your business

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

Acacia Financial Services Pty Ltd offer a comprehensive range of accounting and taxation services to help you.
Couple meeting a tax accountant.

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

Our expert financial advisors assist individuals, families, pre-retirees and professionals at all stages of their lives.
Grandfather, father and grandson.

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

Acacia Financial Services Pty Ltd and its predecessor, Trewarn Accountants, were established in 1983 as Public Accountants providing a comprehensive range of financial services to personal and business clients.
Tax agent calculating finances and a income tax return.

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

View the latest news from Acacia Financial Services.
Tax Office sounds alarm on popular property strategy

Tax Office sounds alarm on popular property strategy

Both the Tax Office and the corporate regulator see property investment in superannuation as a “live...

Read More

Our Advent calendar for 2018

Our Advent calendar for 2018

On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday...

Read More

‘Please do not panic’: ATO boss addresses STP concerns

‘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...

Read More

Stop!! Don't do a paper Budget, use our online budgeting tools instead.

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...

Read More

Employee Christmas Parties and Gifts – Any FBT?

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...

Read More

FBT – Christmas Parties and Taxi Fares

FBT – Christmas Parties and Taxi Fares

Some employers, who are commendably anxious to protect their employees and clients from the drink/driving...

Read More

Information needed to be the BBQ expert.

Information needed to be the BBQ expert.

Comprehensive statistics on how Australia is...

Read More

Tax consequences of trust vesting

Tax consequences of trust vesting

The Australian Taxation Office (ATO) has issued a long-awaited ruling on trust vesting, including changing a...

Read More

Organise your finances to suit your lifestyle goals.

Client Resources

Use our free online tools to create budgets, manage your finances and transfer files through to us.

Start building your financial future today.

Book Your Appointment

Get started now on your accounting, taxation and financial requirements by booking your appointment.

Get in touch with us. We're here to help you.

Contact Us

Contact us now for quality financial, accounting and taxation servies at competitive rates.

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.

Send Your Enquiry

Financial Tools

Financial tools.

Secure File Transfer

Secure file transfer on laptop.

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer below, or contact us if you require a username and password.

General Calculators

General calculators.

Use these free tools provided by MoneySmart - a fantastic resource for general financial information and calculating your financial position. Please get in touch with us if you would like to discuss the results you have of using these calculators.

Acacia Financial Magazine


Book Your Appointment

Privacy Policy

Professionals reviewing documents and privacy policy.

In order to comply with the requirements of the Privacy Act, we are required to advise you that this firm holds personal information about you. The information has been and will continue to be collected by us for the purpose of providing you with financial services including:

We are required, pursuant to the Corporations Act, certain regulations issued by the Australian Securities and Investments Commission and the Rules of Professional Conduct of the Financial Planning Association, of which this organisation is a principal member, to collect information about you for the purpose of providing you with the services referred to above.

If you do not provide us with the information requested by us we may not be able to provide you with the services required.

We will from time to time disclose information about you to authorised representatives of this firm and to other professionals, insurance providers, superannuation trustees and product issuers in connection with the purposes detailed above. In the event we consider it necessary to use or disclose information about you for purposes other than those detailed above, or related purposes, we will seek your consent.

You are entitled to obtain access to the information which we hold about you by contacting the firm's Professional Standards Manager.