• 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.

Time to complete your tax return? Contact us now to get started ›
Planning your financial future? Book now for quality advice aimed at helping you ›
Building your business? Our expert team are here to help you ›

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.
Financial Services Guide
Financial Needs Analysis
Risk Profile
Privacy Policy

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 (AFSL 246638). 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.
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The following links are to the latest state and federal government plans, schemes, programs, and initiatives...

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Businesses that need a little more financial help will have one last opportunity to claim theloss carry-back...

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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.
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Accounting Videos

A range of short videos that cover a number of important accounting topics. These videos will be updated 2-3 times a year.
Transferring files online while using a laptop.

Secure File Transfer

Use secure file transfer to quickly and easily transfer files and documents between you and us.
Austrlian coins, notes and general calculators.

General Calculators

These calculators are powered by ASIC's MoneySmart and allow you calculate mortgages, plan retirement costs many other aspects of your finances.
Australian coins, notes and general calculators.

Acacia Financial Magazine

Quarterly magazines created by Acacia to keep clients up-to-date with financial stories within our agency.

Start building your financial future today.

Book Your Appointment

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

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
  • 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.

Send Your Enquiry

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AGL : $8.60  
AIA : $6.69  
AKE : $13.07  
ALD : $34.31  
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AMC : $18.42  
AMP : $1.12  
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MCY : $5.28  
MEZ : $4.11  
MIN : $59.62  
MPL : $3.22  
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WOR : $14.75  
WOW : $35.39  
WPL : $28.86  
WTC : $42.16  
XRO : $87.95  
YAL : $5.90  

Accounting Videos

Acacia Financial Magazine


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.

Managing my money

Borrowing and credit

Superannuation

Retirement

Investing

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.