Geoff Trewarn

Acacia Financial Services Pty Ltd

Platinum
36 Yrs Experience
Vermont, VIC 3133

Recent reviews

Acacia Financial Services Pty Ltd

27 Grey Street
Vermont, VIC 3133

Opening hours

  • 10:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.65
  • Number of reviews 11
  • First year providing advice 1986
  • Years of experience 36
  • Highest qualifications
    • Graduate Diploma of Public Accounting
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.65
11 Reviews
5
4
3
2
1
4.65
Clear communication
4.65
Knowledge & expertise
4.65
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Not sure about the online aspect. but very happy with the excellent service"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very happy with Geoff and he has been a very good support when I have not understood, he is extremely patient with me and takes time to explain. Thank you Geoff."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Geoff is always available whenever required for any questions I may have. Very pleased with the service."

  • Superannuation
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Geoff deals with his clients on a one-on-one basis, with his aim to always do his best for his clients."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always available to answer questions over the phone at any time."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I can always understand his explanations at the time."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent service. Very responsive to queries and happy to visit my home with anything we need assistance with. I thoroughly recommend Geoff's services."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Geoff's services have always been of the highest standards. I have no problem in recommending his practice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Geoff has always been friendly and offered the best advice for our needs. I have had no problems with Geoff and will continue to use his expertise in the future."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Never any problems. Always visits me when needed and follows through on any queries. I feel confident with the assistance that has been provided."

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Graduate Diploma of Public Accounting

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Phillip Institute of Technology (PIT)
Completed
1985

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
1983

Orientation

Level
0 - Training / Exam / Other
Institution
CPA Australia (CPA)
Completed
1983

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

National Tax & Accountants' Association (NTAA)

Membership type
Member
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