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Our financial planners can help you develop strategies to build a comfortable retirement that suits your lifestyle goals.Contact us now
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We offer quality accounting and taxation services at competitive rates.
We provide you with the most appropriate advice tailored to your situation.
Our accounting and taxation services include and are not limited to:
We listen to your situation and goals to develop a unique plan that suits your lifestyle.
Quality advice for all stages of life.
Our financial planners can assist you with an extensive range of financial services, including:
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
29-33 Palmerston Crescent South Melbourne Vic 3205
Established in 1983, we aim to provide you with quality solutions that work towards your goals.
Expert accountants and financial planners here to help you.
The director of the practice is Geoff Trewarn FCPA 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 financial planning services since 1986. For financial planning he is Authorised Representative 235851 of InterPrac Financial Planning Pty Ltd. 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.
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The ATO has provided further details on some of the regulatory considerations with cryptocurrency for SMSFs, including valuations, in specie contributions and ownership of assets.
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