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.
Not sure about the online aspect. but very happy with the excellent service
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.
Geoff is always available whenever required for any questions I may have. Very pleased with the service.
Geoff deals with his clients on a one-on-one basis, with his aim to always do his best for his clients.
Always available to answer questions over the phone at any time.
- Adviser status Platinum
- Number of reviews 11
- First year providing advice 1986
- Years of experience 38
- Graduate Diploma of Public Accounting
- Certified Financial Planner (CFP)
Acacia Financial Services Pty Ltd27 Grey Street
Vermont, VIC 3133
- 9:30am – 6:00pm Monday – Friday