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About us

Daniel graduated from Swinburne University with a Bachelor of Business (Accounting) at the end of 1998 and progressed to CA status in February 2002. Daniel worked as a manager in accounting firms where he developed a diverse accounting and taxation knowledge. Daniel’s wide-ranging accounting experience results from working in the industry since April 1999, tackling issues on clients ranging from individual tax returns to large entities. With over 20 years’ experience in the accounting and taxation industry, Daniel has developed a sound understanding of the business and taxation requirements of individuals, superannuation funds and small businesses including trusts, partnerships and companies. Daniel follows the Carlton Blues and is very confident he will get the chance to see another Premiership soon! In his spare time, Daniel loves fishing down the Mornington Peninsula trying to catch a fish or two. Areas of Expertise
  • Financial Statement and income tax preparation for individuals, business and superannuation fund clients
  • Business and personal income tax compliance
  • General tax planning
  • Commercial Business Advice and planning
Education
  • Associate Diploma (Business Accounting)
  • Bachelor Business (Accounting)
Professional Memberships
  • Member of Institute of Chartered Accountants Australia
  • Registered Tax Agent
  • Holds Certificate of Public Practice
Contact Telephone: (03) 9855 1411 Email: daniel@lloydco.com.au

Daniel Vukic – Managing Director

Ivana is a Senior Accountant who has been with Lloyd & Co for over 15 years. She is a valued member of our team and has a sound knowledge of Australian Taxation Law. Prior to joining Lloyd & Co Pty Ltd, she developed broad accounting and taxation experience whilst working with other public practices in Melbourne. She enjoys the challenge of accounting and taxation and is a pro-active member of our team looking after small to medium business and tax clients. Ivana has over 20 years of experience in public accounting, which provides her with a deep understanding of the compliance and taxation needs of clients. She has a good eye for detail, is efficient in all types of work presented and analyses all situations thoroughly. Consideration is always given to work with the client towards achieving their wealth creation and business growth goals. Ivana loves spending time with her family and travelling to new and far destinations. She follows AFL football as well as the English Premier League. Areas of Expertise
  • Financial statement and income tax preparation for individuals, business and superannuation fund clients
  • Business and personal income tax compliance
Education
  • Bachelor of Business (Accounting)
Contact Telephone: (03) 9855 1411 Email: ivana@lloydco.com.au

Ivana Lazenkas – Accountant

Andrew Lloyd - Accountant
Andrew graduated from Victoria University with a Bachelor of Business (Accounting) and progressed to CPA status in August 2006. Andrew commenced his accounting career working in the finance and credit division of medium sized transport companies prior to joining Lloyd & Co Pty Ltd in 1998. Since joining the practice, Andrew has gained experience providing clients with business and taxation requirements including individuals, partnerships, trusts, companies and self-managed superannuation funds. Andrew enjoys watching all sports, listening to music and socialising with friends as well as watching his son’s football games and cheering him on. Attending the Spring Carnival is also a passion of Andrew’s. Areas of Expertise
  • Individual Tax Returns and related issues in all industries,
  • Expert in hospitality-based, construction, teaching and real estate employees,
  • Financial statement and income tax preparation for individuals, business and superannuation fund clients
  • Business and personal income tax compliance
  • General tax planning
Education
  • Bachelor Business (Accounting)
Professional Memberships
  • CPA Australia
Contact Telephone: (03) 9855 1411 Email: andrew@lloydco.com.au

Andrew Lloyd – Accountant

David graduated from Australian Catholic University with a Bachelor of Business (Accounting) and progressed to CPA status in August 2010. Commencing his accounting career right out of University, David joined a mid-tier sized accounting firm within the bayside area and progressed to manager level prior to taking an 18-month sabbatical to travel the world. Since joining Lloyd & Co in January 2019, David has formed an integral part of the Lloyd & Co team. David has gained experience providing clients with business and taxation requirements including individuals, partnerships, trusts, companies and self-managed superannuation funds. Outside of the office, David has a strong interest in all things sport, religiously following his Hawthorn Hawks and the Boston Celtics. He also has a keen interest in both film and music. Areas of Expertise
  • Financial statement and income tax preparation for individuals, business and superannuation fund clients
  • Business and personal income tax compliance
  • General tax planning
  • Budgeting and Cash Flow Management
Education
  • Bachelor Business (Accounting)
Professional Memberships
  • CPA Australia
Contact Telephone: (03) 9855 1411 Email: david@lloydco.com.au

David Naylor – Accountant

Shaun established Lloyd & Co Pty Ltd in 1997 after having become a Registered Tax Agent in 1989. With over 30 years’ experience in the accounting profession, Shaun has developed a core speciality in the areas of taxation and business services including tax minimisation strategies, wealth creation, cash flow and budget forecasting for his clients. Shaun has been increasingly involved in the realm of business and strategic planning and valuations and consults to his clients across a range of business transactions including business restructuring and reorganisation. Shaun regards himself as a general practitioner, servicing high net worth and small business clients ranging from legal and financial professionals to placement agencies, panel beaters and manufacturers. Shaun’s passion is assisting clients to recognise how to transition through to Retirement and achieve a more beneficial Work Life Balance, something he has achieved personally into his 50’s. Shaun barracks for the Mighty Western Bulldogs and likes to keep active in his spare time. He’s completed a 10km+ Fun Run in every State & Capital Territory of Australia and completed the Melbourne Half Marathon. Areas of Expertise
  • Business and personal income tax compliance
  • General tax planning
  • Management consulting including cash flow forecasting and budgeting
  • Business planning
Education
  • Bachelor of Business
Professional Memberships
  • Fellow Member of CPA Australia
  • Registered Tax Agent
Contact Telephone: (03) 9855 1411 Email: shaun@lloydco.com.au  

Shaun Lloyd – FCPA

COMPANY HISTORY

Lloyd & Co was established in 1997 by its founding partner Shaun Lloyd. In September 2018, after over 20 years running Lloyd & Co, Shaun stepped aside and passed on the reigns to Daniel Vukic.

After working as a manager in several accounting firms around Inner Melbourne and its CBD, he noticed that clients were not being serviced sufficiently. Daniel then decided that customers required an accountant who could not only assist with the compliance burden of preparing tax return, but to also add value to each and every client by looking beyond the tax return and identifying what can be done to assist in the clients specific goals.

By utilising an extensive network of experts that both Daniel and Shaun have worked with in the past, Lloyd & Co will provide a full range of professional financial solutions for both individuals and businesses. We are very careful when it comes to referring tax experts, bookkeepers, financial services professionals, legal experts and insurance brokers and we take comfort in the knowledge that our clients are receiving the highest level of service and advice from that referral system.

Our mission is to exceed our clients’ expectations by offering professional advice and solutions that suits the needs of each and every client.

This is achieved through the following core set of values:
• Honesty and Integrity
• High ethical standards
• Ongoing Professional Development
• Attending to our client needs

We hope and trust that this site and our firm can be of use to you all.