Geoff Trewarn

Acacia Financial Services Pty Ltd

38 Yrs Experience
Vermont, VIC 3133

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.

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 personal taxation, business services and financial planning.


  • 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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.64
  • Number of reviews 11
  • First year providing advice 1986
  • Years of experience 38
  • Highest qualifications
    • Graduate Diploma of Public Accounting
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Acacia Financial Services Pty Ltd

27 Grey Street
Vermont, VIC 3133

Opening hours

  • 9:30am – 6:00pm Monday – Friday

Licensed by

Interprac Securities

AFSL 246638