It is our priority that every client is maximising all the financial strategies available to them, as this will drive better outcomes.

About Eikon

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Eikon Financial Pty Ltd (Eikon) is a Melbourne-based Financial Services firm operating since 2007, wholly owned by its employees. 

Eikon (pronounced e-kon), is the Ancient Greek word for "icon".

We are a young energetic team with traditional values.  Collectively we harness the precise skills and knowledge required to employ the most forward thinking financial strategies and investment portfolios, shaped specifically for each of our clients.  

It is a privilege to advise on clients’ financial affairs and we understand the magnitude of this responsibility.

It’s important to be dynamic and embrace change to allow us to respond to movements in personal circumstances, superannuation & tax legislation and market cycles.  Change is a constant and we are always looking at ways to maximise opportunities.  Our team continues to identify new solutions whilst monitoring existing strategies.

Maintaining a strong awareness of financial market history is of equal importance and accordingly we follow a conservative, well rounded investment philosophy.  Our investment philosophy relates to Aesop’s fable 'The Tortoise and the Hare' and believe the lesson stands the test of time.

The best way to describe who we are is best represented by our business logo, the golden horse.  Horses are powerful, strong, strategic and loyal.  There is strength in our knowledge and mobility.  Our ability to strategise, move and get results for the long term.

We look to build relationships of significance.

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Team

Eikon has a collective 80+ years of experience within the close-knit team. We bring both experience and youth in order to advise our clients in the most rounded manner. 

At the core of Eikon is our Advisory Team (pictured right). We work closely together, each bringing our unique background and skillset in order to wholistically serve our clients. 

Relationships are the foundation of our business. Our network extends to our carefully selected Investment Committee and Insurance Advisory Team - individuals whom we wholeheartedly trust with their experience, advice, and character, and whose values align strongly with ours. 

Our Investment Committee includes David Van Ryn and Mike Hawkins, whom together have accrued 60 years of experience in the industry.

Our Insurance Advisory Team is headed by  Peter Blassis and Tyler Scarce, authorised representatives of Honan Life Insurance Group Pty Ltd. 

 

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Advisory Team 

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Katerina Nicolakopoulos  |  Owner

Managing Director | Principal Advisor

BBus AdvDipFP SSA

Katerina founded Eikon and is the senior financial strategist leading the team with extensive technical and industry knowledge with her 24 years’ experience in the industry.  Katerina advises High Net Worth clients on financial strategies and investing their accumulated wealth.  Katerina has had a strong focus on building the right team to provide the most comprehensive advice and service to clients.

Katerina is an Authorised Representative of Eikon Finanical Pty Ltd (No. 317634).

Katerina's LinkedIn

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Ben Costigan  |  Owner

Senior Financial Advisor  

BBus AdvDipFP SSA

Ben joined Eikon in 2013 and has played a pivotal role in developing financial and investment strategies across the client group adding significant value to each of our clients.  Ben manages key client relationships directly and also supports the Financial Analyst Team to produce the financial modelling required to design tailored solutions for each client and their respective families.

Ben is an Authorised Representative of Eikon Finanical Pty Ltd (No. 1008316).

Ben's LinkedIn

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Con Nicolakopoulos 

Financial Planning Analyst   

BBus (Marketing), AdvDipFP 

Con has an 8 year tenure in the financial advisory sector and a further 10 years’ experience  in Institutional and Corporate Property Finance and Business Banking working with ANZ, St George, and NAB.

Con brings this experience to the Investment Committee and also plays a key role in communicating directly with clients to ensure financial strategies and investment advice provided by Eikon are implemented effectively.

Con's LinkedIn

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Genevieve Borley

Financial Planning Analyst   

BCom (Finance)

Genevieve began working with Eikon after graduating with a Bachelor of Commerce, majoring in Finance.  Gen’s experience over her tenure at Eikon has allowed her to cement her studies and effectively harness the knowledge brought by Katerina and Ben’s years’ of experience within the industry. This has allowed Gen to excel in modelling different scenarios required in formulating advice provided to clients. 

The comprehensive analyses undertaken by Gen include cashflow modelling, budgeting, superannuation contribution and pension strategies, Centrelink eligibility and retirement projections. Gen also manages client review schedules ensuring service standards are maintained.

Gen's LinkedIn

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Mathieu Dickmann   

Financial Planning Analyst   

BBus (IB)

Mathieu began working with Eikon in 2017 after completing his Bachelor of Business, majoring in International Business.  Mat brought an advanced data analytical skillset into Eikon, formed by his three years working with Cummins Inc a large multi-national company, and his academic learnings from his tertiary education.

These skills have enabled Mat to design in-house technology to provide market leading analyses across clients’ financial positions, applying the multi-layered Australian taxation system and how clients can best structure their assets. 

Mat also manages the communications between clients and their respective accountants to make the year end tax preparation work seamless.

Mat's LinkedIn

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Kevin Ngoh  

Systems Automation and Data Analyst  

BSc (Computer Science)

Kevin joined Eikon as a Computer Science graduate to manage our internally designed systems and continue to drive efficiencies. 

Kevin has programming experience that allow him to automate tasks and apply data analytics, thus optimising our systems to ensure clients receive timely advice on strategies as they become appropriate to each of their circumstances. 

Kevin also works with our IT Company to continue to ensure the integrity and security of data held by our systems.

Kevin's LinkedIn

Our Consultants 

Investment Committee

The whole is greater than the sum of the parts – and as such we carefully consider the diversity of experience in the people working with Eikon to make the whole.

Adding to the calibre of the Investment Committee team are two independent consultants Mike Hawkins and David Van Ryn with combined experience of over 60 years.  Both with highly successful and extensive careers in different areas of investment markets which enables a well-rounded nimble team allowing us to remain dynamic in ever changing markets.

Katerina met Mike in 2007 as Chief Investment Officer and founding partner and Director of Evans and Partners (until 2017). During his 27 year career Mike also held the position as Chief Investment Officer and partner at JB Were Goldman Sachs, and also held roles within ANZ Bank, IOOF Funds Management and UBS.

Mike now consults independently from his home base in Queensland.  His area of speciality is in global macroeconomic analysis and the Australian share market.  Mike produces a monthly update on all global and Australian macroeconomic themes and market valuations and expectations.

David and Katerina climbed Kilimanjaro in 2011 and knew at some point in the future they would work together. 

David has over 32 years financial markets experience.  His career in financial markets began in the investment team of a corporate super fund before moving to Westpac Institutional Bank where he enjoyed a 22 year career in their Financial Market Division.  David had a number of senior roles during his time at Westpac with a primary focus on interest rate and inflation derivatives. 

David left Westpac to join JANA Asset Consulting in Dec 2015 as a member of the executive team and had management responsibility for the Business Development team.  David was also part of the Specialised Investment team and held the position as Senior Investment Consultant advising a number of large superannuation funds on investments and investment structure.

This experience allows David to analyse the most complex of financial instruments and together with Mike’s experience strengthen the asset allocation positioning.

 

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Mike Hawkins | Masters of Economics

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David Van Ryn | BBusiness (Accounting Major)

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Peter Blassis  |  Insurance Advisory Team 

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Tyler Scarce | BBus (IB), AdvDipFP

Insurance Advisory Team

Insurance advice is a specialist area and a very important aspect of protecting our clients’ financial security. 

We are fortunate to have met whom we believe to be the best in the industry. Accordingly, Eikon formed a Joint Venture with Honan Life Insurance Group and work closely with Peter Blassis and Tyler Scarce. 

Peter Blassis provides strategic advice in personal and business insurance to individual clients as well as small to large business clients. He has been working in the financial services industry since 1993, presiding as a Senior Associate of FINSIA and a member of the Association of Financial Advisors (AFA)

Peter was the Director of Langley Securities insurance services business which merged with MBS Insurance in 2017. MBS Insurance is a leader in personal and business risk protection, offering the highest standards of expert risk advice, professional management and ongoing support during claims. He is now the head of the Honan Life Melbourne office.

Tyler Scarce specialises in personal risk insurance, displaying comprehensive product knowledge and expertise in an area that is pivotal to the financial well-being of an individual, family or business. He has worked with Eikon clients for two years, following a strategic partnership with Honan Insurance Group established in 2018 and has over seven years industry experience.

Tyler completed an International Business degree at LaTrobe University and completed an Advanced Diploma in Financial Planning.

Tyler is an Authorised Representative of Honan Life Insurance Group Pty Ltd

Their experience and personability help our clients in guiding them on their insurance needs, whether they require higher levels of insurance cover whilst their families are young and building their wealth, or whether they require lower levels of cover as their children become independent, mortgages reduce and investment assets build up over time.

Honan Life Insurance Group Financial Services Guide 

Financial Advice 

We are market leading financial planning specialists and advise on key strategies designed to add significant value to our clients’ financial positions. 

As an investor it is critical to ensure assets are held within the most appropriate tax structure.  Structural advice of this kind can ensure growth and earnings are not diluted and also assists in protecting estates.  We appreciate clients have worked hard to accumulate their wealth and therefore we advise on how to best optimise the varying structural options available to them. 

Structural advice translates to advising on estates in preparation for them passing to the next generation. It is important that the most appropriate structures for the current beneficial owners as well as future beneficial owners are in place with an emphasis to protecting wealth for current and future generations. 

We specialise in advising on Self Managed Super Funds and hold specialist accreditation with the Self Managed Super Fund Association. 

Accordingly we stay informed on changes made to superannuation and taxation legislation to ensure our financial planning strategies remain current.  Superannuation, in particular Self Managed Super Funds is a growing and complex area and we provide the professional support required to ensure clients stay compliant and continue to take great control of their retirement savings.

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Investment Philosophy

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Artist: James Walsh - Photo credit: James Walsh Studio - In partnership with Melbourne Design Week 2020 - Bricks supplied by: Brickworks - Space: Saint Francis Place

Our Investment Philosophy is simple: we diversify. Investments are actively managed by specialists in their field – people we know and Investment Managers that our clients can also meet.

We use our investment knowledge and that of other expert investment professionals to select the underlying investments across each asset class. We advise clients on how to invest their wealth to manage risk and optimise risk adjusted returns to protect and grow wealth. 

Our investment portfolio construction is underpinned by a three tier process:

  • Macroeconomic View, guiding Asset Allocation.
  • Deep Dive analysis into Investments we consider for our portfolios.
  • The Active Fund Manager expertise in analysing the underlying companies to provide specialist bottom up evaluation.

We believe in a careful and considered investment approach using the most experienced people and associates to review current and new investment opportunities.

 

Diversification

Diversification has been a key component of asset allocation for some time.  An investment specific decision is preceded by an asset allocation decision and is therefore the most fundamental of investment decisions.  Asset allocation decisions account for 91.5% of the variation between returns on different portfolios, therefore holding the right mix of Growth (eg. equities) and Defensive (eg.bonds) is instrumental in determining the fluctuations in performance outcomes.  We therefore place significant value on this process and designing the asset allocation is an educated and partnered decision with our clients.

Active Management

Active Managers apply extensive analytical research including understanding of; business, industry, management, financial measures and the outlook to find value against current market prices.

Investment markets are volatile and we look to design portfolios in line with our client’s asset allocation. We are diligent in selecting the investments within each asset class.


 

Contact Us

General Enquiries 

For all general enquiries, you can reach us at the following email: 

[email protected] 

For more urgent enquiries you can contact us via phone on the following number:  

(03) 7035 1380

 

Office: Level 22, 8 Exhibition Street

Melbourne, VIC, 3000.

 

Join the Team

Please follow us on LinkedIn in order to stay up to date on all employment opportunities at Eikon. 


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Eikon Financial Pty Ltd ("Eikon") - ABN 54 896 513 317 - Australian Financial Services Licensee (AFSL Number 517879) - Financial Services and Credit Guide Privacy Policy - Complaints Management Policy

 

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