Building a Secure Financial Future, Together

Acacia Financial Services Pty Ltd is a trusted accounting and financial planning practice established in 1983. With a team of experienced professionals and a commitment to client needs, we offer a comprehensive range of services to individuals, families, and businesses in Victoria and beyond.

Accounting & Taxation Services

We provide tailored solutions for all your accounting and taxation needs, including:

Personal taxation returns
Business taxation returns
Late and complex tax return lodgements
Taxation planning and strategies
Business accounting and bookkeeping
Business setup and structure guidance
Payroll management
WorkCover management

Financial Planning

Our qualified financial planners can help you achieve your financial goals by:

Developing a tailored retirement plan
Creating wealth through investment strategies
Maximizing your superannuation and savings
Protecting your assets through risk management
Planning for your future and your family's financial security

Who We Are

Founded by Geoff Trewarn, a seasoned accountant and financial planner with over 30 years of experience, Acacia Financial Services boasts a team of qualified and passionate professionals.

Our team includes:

Geoff Trewarn: Founder and Director, Certified Financial Planner
Peter Trewarn: Business Services & Taxation Manager
John Couroyannis: Audit Partner
Reyna Trewarn: Office Manager

Client-Focused Approach

At Acacia Financial Services, we take a personalized approach to understanding your unique needs and goals. We believe in building strong, long-lasting relationships with our clients, and we are dedicated to providing clear, timely communication and proactive guidance every step of the way.