SOLUTIONS FOCUSED FOR YOU.

KADOTA Pty Ltd is managed by Luke Taylor, Andrew Girardi and Adam Capps. Luke started Kadota in 2016 and has been in the finance industry for over 20 years, Andrew has been in the industry for 30 years and has run his own business for 20 of those, while Adam has been a high level accountant for over 15 years. Together they have a huge amount of experience in all areas of finance, “Loans. Tax. Advice.” and have come together to form a dynamic and growing business, excited and passionate about providing exceptional service and advice to help all of our clients reach their financial goals.

LUKE TAYLOR

Financial Adviser | Mortgage Broker | Director

LUKE TAYLOR

Luke Taylor is a credit representative (399117) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).

For over 20 years, Luke has been working in finance and has successfully built Kadota’s lending and financial planning business from the ground up.

Accredited with over 40 different lenders and a qualified CFP®, he specialises in property purchases, construction finance, debt consolidation, investment lending, SMSF lending, mortgage assessment and superannuation advice.

Luke is driven by his passion for the financial services industry.  Being able to provide exceptional service, tailored advice and structured support is central to what he does.  He enjoys working closely with his clients to ensure they achieve their financial goals. It is important to him that his clients are looked after and feel supported every step of the way.

ANDREW GIRARDI

Financial Adviser

ANDREW GIRARDI

Andrew is AFPA qualified, has 30 years’ experience in the financial services industry and has been a financial adviser for 22 years.  He has an enthusiasm for seeing individuals, couples and families take control of their financial situations, establish strong foundations and then build upon those.

Andrew loves his footy, barracking for the Western Bulldogs, and loves to cook.  Andrew is a man of integrity and honesty upholding all the values and ethics that are important to us and to our clients, at Kadota.

andrew@kadota.com.au:

ADAM CAPPS

Principal Accountant

ADAM CAPPS

Adam has 20 years’ experience in public practice, working in a variety of practices, he has well-rounded skills in all GST aspects, Business Activity Statements, Capital Gains tax , investment property strategies as well as all business structures and tax planning incentives.  He enjoys helping businesses and individuals succeed by assisting clients with tax planning and tax reduction strategies.

 

When Adam is not spending time with his family he tries to keep as active as possible. His passion for golf sees him running a social golf group exploring the many different courses Victoria has to offer.  He also loves footy and is a passionate NRL Melbourne Storm and AFL North Kangaroo supporter, as well having an obsession for NBA basketball.  Adam believes in integrity and honesty and is looking forward continuing to building relationships with our clients at Kadota. 

DANIELLA ALLEN

Accounting Client Service Manager

DANIELLA ALLEN

It’s coming up to 20 years that Daniella has now enjoyed her career in specialised client services & challenging technical support roles.  She takes pleasure in being professional, authentic and has a great knack of getting to the crux of any complicated issues.  Daniella will move heaven and earth to get a job done right and provide a great solution for our clients.  In her spare time you will catch her training at F45, out and about taking photos, or enjoying concerts and theatre with friends.

KEN SHARPE

Senior Book Keeper | Director

KEN SHARPE

Ken Shape is the senior bookkeeper and part owner of Kadota.

Ken currently provides bookkeeping services for clients and helps with the management of the business. He has worked with a range of clients including a local real estate agent, a national environmental consultancy , a number of restaurants and cafes, a legal practice, various retailers, a financial planner, and various computer services, just to name a few.

Kens focus is to get a small business owners head out of the books and to get back to doing what they do best – making money. Ken previously was an officer for the RAAF and owned a local video store in Templestowe. With years of experience in business, his understanding and skill is used to give clients a quality experience that relieves the stress of running the books for their business. Ken is a friendly, hard working and resilient member of the Kadota team.

JOHN PRENDERGAST

Senior Accountant | Director

JOHN PRENDERGAST

John Prendergast is the senior accountant and part owner of Kadota. With over 30 years of experience John has previously worked as the director and managing partner of May Partners Certified Practising Accountants in northern Victoria. Since 2005 John began his own practice, Prendergast Sharpe Accounting. Now John has merged with Kadota and is looking forward to the years ahead.

John has many years of accounting experience and understands the ins and outs of Australia’s taxation system. His leadership and experience in his line of work is second to none.

Qualifications:
Bachelor of Business (Accounting)
Associate Institute of Public Accountants
Registered Tax Agent

EMILY LI

Accountant

EMILY LI

I love helping clients in sorting all their accounting and taxation issues and to get to the bottom of clients goals and objectives.

VANESSA LAURETA

SMSF Accounting & Administration

VANESSA LAURETA

I definitely found my calling when I started to specialise in SMSFs. Being able to assist clients with their annual SMSF tax and compliance obligations has become a strong passion of mine and something that I strive to offer exceptional service in.

So far in my career I have most enjoyed learning how SMSFs can be a great tool for wealth creation and financial planning.

NATASHA KAROVSKI

Associate

NATASHA KAROVSKI

Natasha joined Kadota in June 2020 as a paraplanner, having previously worked in the financial planning industry since 2016 in a variety of roles, including as a financial adviser. Natasha has a Bachelor of Economics and Finance, Diploma of Financial Planning and Certificate IV in Mortgage Broking.

Whilst working in banking and developing relationships with clients and advisers, Natasha decided to take the plunge into the financial planning industry, as her career aspirations are to improve the financial wellbeing of the community.  She works closely as an associate to our advisers to ensure our clients receive high level ongoing service.

Outside of work, Natasha loves to travel, practice martial arts and loves to have a boogie.

JANELLE O’BRIEN

Paraplanner

JANELLE O’BRIEN

Janelle has extensive experience in the finance industry, having worked both locally and overseas in multinational financial institutions before transitioning to the financial planning advice space.  Janelle has worked with Andrew for 7 years since transitioning to financial planning when her kids were young.

Janelle has a Bachelor of Business and an Advanced Diploma in Financial Planning.  She works closely with our advisers to ensure our clients receive quality advice.

JUSTUS CLOETE

Mortgage Broker

JUSTUS CLOETE

Justus Cloete is a credit representative (506848) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

As the newest member of the Kadota team and a recent arrival to Australia, Justus has embraced the core values of Australian living and achieving the Australian dream. With first hand experience of how daunting buying your first home is in a new country, he is superbly positioned to assist our clients in obtaining their financial goals and owning their own home.

With over 20 years of business experience Justus is highly motivated and aware of how important exceptional customer service is. By utilising the suite of 40 different lenders we offer at Kadota, he will ensure that your needs are met to the highest possible standard.

justus@kadota.com.au:

MICHAEL ATWOOD

Paraplanner

MICHAEL ATWOOD

Michael works part-time in the financial planning team. He provides exceptional technical knowledge and writes up many of our advice documents as well as working on our client tools helping deliver you more interactive recommendations and solutions.

ROBY CRUICKSHANK

Lending Client Service Manager

ROBY CRUICKSHANK

Roby has extensive lending knowledge gained from her 15 years working at the Commonwealth Bank followed by a further 15 years working closely with mortgage brokers specialising in home and investment lending.  In short, there isn’t much Roby doesn’t know about home lending, with her passion and dedication she will work closely with you every step of the way to make the process as smooth as possible.  Her fine attention to detail, awesome customer relationship skills and the great satisfaction she gains from helping first home, multiple home or investment buyers will impress you – just like the hundreds of other people she has achieved amazing financial outcomes for over the years.

Roby is an integral part of the Kadota lending family, who we trust to get the best outcome for our clients and once you deal with Roby for your next home, investment or renovation, you will understand why we value her so highly.

Golf handicap is in progress in her spare time!

REBEKKA McCALLUM

Reception & Administration

REBEKKA McCALLUM

Rebekka’s experience running her own business as a personal organiser and years in retail and hospitality, has made her adept at understanding the situation of clients from all walks of life.

With a new found passion for tax and finance, she is educating herself further to help deliver the best possible service and meet all our clients’ needs.

“I love a chat and always have time to listen and help with any questions big or small. When you want to understand how it all works, I love finding the answers explaining things in simple terms”.

If you visit us, Rebekka will welcome you with a smile.  With attention to detail, she makes our office a home for all of us.  She’ll get your coffee “just right”, and the fig scented candle brings the Danish “hygge”.

In her spare time, Rebekka loves her hot yoga and meditation. Good wine with friends, or camping in the bush.

LAURA BUYKX

Financial Planning Client Service Manager

LAURA BUYKX

Laura joined the Kadota Strategic Wealth team in December 2021 after completing her studies of a Bachelor of Commerce and Bachelor of International Studies.  Having joined the industry in early 2021, Laura is new to the financial planning profession, bringing a passion for helping people meet their goals. Laura works closely with our advisers and clients in ensuring efficient implementation of financial

GAYLE PRENDERGAST

Accounting Administration

GAYLE PRENDERGAST

Gayle works part-time in our accounting administration team and works closely with the partners of the business, Gayle is instrumental in our accounting invoicing.

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