- 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
COVID-19 resources -Update July 2020
Several new links have been added to the many already in this article, links that date back to the beginning...
Important Single Touch Payroll Update
Single Touch Payroll (STP) and Annual PAYG Payment Summaries – a reminder to both employers and...
Although the coronavirus lockdown has changed the work habits of many taxpayers, the fundamental tax claims...
‘Everyone is now on notice’: ATO acquires COVID-19 data on 3m Aussies
The ATO is set to acquire the data of 3 million Australians from Services Australia as it doubles down on...
The ATO has issued a list of tax-time myths, warning taxpayers that get-rich-quick schemes will only slow...
Extra Tools & Resources for our clients.
Over time we have supplied our clients with a growing collection of tools and resources to help in areas such...
Year End Tax Deductions – “equipment”
As retailers promote heavily for taxpayers to buy before year end, are their advertisements real or...
The coronavirus lockdown has meant many taxpayers are working from home for the first time. A special...
Early release of super sees ‘high take-up’
A recent research report has predicted that close to 2.5 million Australians are likely to access early...
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.
