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.